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Small Cap Equity Portfolio Manager Jobs (NOW HIRING)

Imea

Associate Client Portfolio Manager

Boston, MA · On-site

$100K - $135K/yr

The Associate Client Portfolio Manager will be an active member of the investment team and partner ... Strong equity market knowledge and exposure to the US Small Cap market; experience in equity ...

B. Riley Securities

Senior Sales Trader

New York, NY · On-site

Riley is nationally recognized and highly ranked for its proprietary small-cap equity research ... Adhere to compliance policies, risk management protocols, and maintain high standards of client ...

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Small Cap Equity Portfolio Manager information

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How much do small cap equity portfolio manager jobs pay per year?

As of Sep 15, 2026, the average yearly pay for small cap equity portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is a small cap equity portfolio manager?

A Small Cap Equity Portfolio Manager is a financial professional responsible for managing investment portfolios that primarily invest in small capitalization (small cap) companies. These managers research, select, and monitor stocks of companies with relatively low market capitalization, typically ranging from $300 million to $2 billion. Their goal is to achieve strong returns for clients by identifying promising small businesses with growth potential while managing risks specific to this segment. They often use a combination of fundamental and technical analysis to make investment decisions and may work for investment firms, banks, or asset management companies.

What are the key skills and qualifications needed to thrive as a small cap equity portfolio manager?

To thrive as a Small Cap Equity Portfolio Manager, you need strong analytical abilities, in-depth knowledge of financial markets, and typically a finance-related degree or CFA certification. Familiarity with financial modeling software, Bloomberg Terminal, and portfolio management systems is crucial for making informed investment decisions. Excellent communication, decision-making, and risk management skills help differentiate top performers in this role. These competencies are essential for identifying promising small-cap investments, managing risk, and delivering strong returns for clients.

What are some common challenges faced by small cap equity portfolio managers, and how can they be addressed?

Small Cap Equity Portfolio Managers often encounter challenges such as limited liquidity, higher volatility, and a lack of comprehensive analyst coverage compared to large-cap stocks. These factors can make it more difficult to execute trades efficiently and to assess the true value of potential investments. To address these challenges, managers typically conduct thorough fundamental research, maintain disciplined risk management strategies, and foster strong relationships with company management teams. Collaborating closely with analysts and leveraging specialized research tools also helps in identifying promising small-cap opportunities.

What is the difference between Small Cap Equity Portfolio Manager vs Equity Analyst?

AspectSmall Cap Equity Portfolio ManagerEquity Analyst
Primary RoleManages investment portfolios focused on small cap stocks, making buy/sell decisionsResearches and analyzes stocks to provide investment recommendations
Required CredentialsTypically CFA, Series 7/63, and relevant experienceOften CFA or similar certifications, strong financial analysis skills
Work EnvironmentActive portfolio management, client interaction, market monitoringResearch-focused, report writing, data analysis
Industry UsageAsset management firms, hedge funds, mutual fundsInvestment banks, research firms, asset managers

While both roles require strong financial analysis and relevant certifications, the Small Cap Equity Portfolio Manager actively manages small cap stock portfolios, making investment decisions, whereas the Equity Analyst primarily conducts research and provides recommendations without direct portfolio management responsibilities.

What are popular job titles related to Small Cap Equity Portfolio Manager jobs?

For Small Cap Equity Portfolio Manager jobs, the most frequently searched job titles are:

Infographic showing various Small Cap Equity Portfolio Manager job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Associate Client Portfolio Manager

Boston, MA • On-site

Imea
See more jobs at Imeaexternal

$100K - $135K/yr

Other

Medical, Dental, Retirement

Posted 27 days ago

Job description

SUMMARY:

The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K's equity investment strategies. This client-facing role will involve presenting various equity strategies and performance to both existing and prospective clients across distribution channels and, importantly, partnering with internal stakeholders to support key initiatives and the overall Client Portfolio Management effort.

RESPONSIBILITIES:
  • Develop deep knowledge of GW&K's equity strategies, including philosophy, process, portfolio positioning, and performance drivers.
  • Partner with Sales and Client Service to support business development and asset retention across channels.
  • Present investment philosophy, process, performance, and market insights to clients, prospects, consultants, and internal teams.
  • Contribute to monthly and quarterly investment commentary and presentation materials, create value-added content and client materials, respond to written ad hoc client requests in collaboration with Marketing.
  • Serve as an investment resource for client inquiries, due diligence, RFPs, and competitive analysis.
  • Participate in investment meetings and strategy discussions as an integrated member of the equity team.
  • Manage multiple internal initiatives while maintaining strong organization and professionalism.
QUALIFICATIONS:
  • Minimum 5 years of relevant investment industry experience.
  • CFA designation or progress toward the CFA charter required.
  • Strong equity market knowledge and exposure to the US Small Cap market; experience in equity product, research, sales, or related client facing roles preferred.
  • Excellent communication skills (both verbal and written) with the ability to articulate investment concepts clearly and confidently.
  • Professional presence with strong interpersonal judgment and the ability to build trust across diverse audiences.
  • Analytical skill set with proficiency in Excel and PowerPoint; familiarity with FactSet and/or Bloomberg and synthesizing equity attribution preferred.
  • Highly organized, self-motivated, well-prepared, and able to balance investment team engagement with business development support.
  • Travel required.

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range: $100,000-$135,000 USD

ABOUT GW&K

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K's unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Tagged as: Hybrid

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