Job Description
Portfolio Manager - CFA Required Salary: $250,000 + Bonus + Equity Location: Orlando, FL (Relocation Consideration) About The Opportunity This is an opportunity to join a growing investment platform that is expanding its product offerings and building out new investment strategies. As a Portfolio Manager, you’ll have a dual focus—managing existing portfolios while also contributing to the development of new investment products. The role offers a mix of hands-on portfolio management and strategic involvement in shaping new investment initiatives. What You’ll Be Doing Support the development and launch of new investment strategies and products Manage portfolio construction, asset allocation, and rebalancing activities Oversee risk management, including liquidity, concentration, and performance tracking Prepare investment commentary, performance analysis, and attribution reporting Participate in investment committee discussions and strategic decision-making Partner with client-facing teams on investor communications and due diligence Ensure compliance with regulatory requirements and industry standards Contribute to mentoring and development of junior team members Requirements 10+ years of experience in asset management or a related field 5+ years of direct portfolio management experience CFA designation required Strong understanding of equity markets and portfolio construction Experience with ETFs, mutual funds, or similar investment vehicles Familiarity with portfolio analytics and financial data tools Strong communication skills with ability to present to leadership and clients What The Environment Is Like Growing platform with focus on expanding investment offerings High visibility with leadership and investment committees Collaborative environment across investment, compliance, and client teams Opportunity to contribute to both portfolio management and product development Why This Role May Be a Good Fit This role is well-suited for a seasoned investment professional who wants to balance day-to-day portfolio management with the opportunity to help build and launch new investment strategies within a growing platform.