Portfolio Manager
Portfolio Manager
Position Overview
We are seeking an experienced Portfolio Manager to lead investment strategy and portfolio construction for our clients. The Portfolio Manager will be responsible for managing diversified portfolios, driving alpha through security selection and asset allocation, and overseeing risk, performance reporting, and client communications. The role requires deep investment management expertise, strong analytical skills, and experience with IPOs and capital markets.
Key Responsibilities
- Develop and implement investment strategies and asset allocation plans aligned with client objectives and risk tolerances.
- Manage day-to-day portfolio construction, security selection, and trade execution to achieve performance targets.
- Conduct fundamental and quantitative research, financial modeling, and valuation analysis across equities, fixed income, and alternative investments.
- Lead due diligence and investment decision-making for primary and secondary market opportunities, including participation in IPOs and equity offerings.
- Monitor portfolio risk metrics, ensure compliance with investment guidelines, and implement risk mitigation strategies.
- Prepare regular performance reports, attribution analyses, and investment commentary for clients and internal stakeholders.
- Engage directly with clients and relationship teams to understand objectives, present portfolio updates, and tailor investment solutions.
- Collaborate with trading, compliance, legal, and operations teams to ensure efficient execution and adherence to regulatory requirements.
- Mentor and collaborate with junior investment staff to build analytical capabilities and support career development.
- Stay informed of macroeconomic trends, market structure changes, and regulatory developments that impact investment opportunities and portfolio positioning.
Qualifications
- Bachelors degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred.
- 7+ years of experience in investment management, portfolio management, or buy-side research, with proven track record of managing portfolios and delivering results.
- Demonstrated experience with IPOs, equity capital markets, and primary market participation.
- Strong financial modeling, valuation, and quantitative analysis skills; proficient with Excel and investment tools (Bloomberg, FactSet, or similar).
- Deep knowledge of investment management principles, asset allocation, risk management, and compliance practices.
- Excellent communication and client-facing skills with ability to present complex investment ideas clearly.
- Professional certifications such as CFA or CAIA preferred.
- Proven leadership and team collaboration skills, with experience mentoring junior investment professionals.
- High ethical standards and commitment to fiduciary responsibilities.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/04/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
Everforth CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at
Benefits@CyberCoders.com to make arrangements.