PORTFOLIO MANAGER - PUBLIC EQUITIES - BOSTON, MA

Company: Page Executive
Location: Boston
Posted on: November 12, 2024

Job Description:

About Our Client
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
My client is a Private Single-Family Office with a strong (20+ year) pedigree and impressive track record. They have in excess of $8B AUM. In addition to their five offices in Europe, they opened their Boston office in 2019. They have ambitious growth plans in the coming years and as part of their longer-term strategy, the need for a public equities trader has arisen.They have exclusively retained Tom Smith at Michael Page in Boston to appoint their next PM hire. Job DescriptionThe Portfolio Manager will be responsible for managing a large, multi-million dollar public equities portfolio on behalf of a Boston-based, prestigious Family Office. While the trades will initially be made by a family member, this position will be responsible for idea generation, in-depth financial analysis, market monitoring, and formulating and presenting market recommendations. This will be an active and opportunistic trading desk and will sit alongside the existing investment team. Main duties and responsibilities will include the following:

• Conduct industry research and analysis to assist in the identification and/or analysis of public equities.
• Execute buy/sell/hold decisions on equities.
• Develop tools to streamline trading processes and procedures.
• Perform daily work with a focus on risk management in a highly collaborative team environment.
• Liaise with various internal and external stakeholders.
• Maintain electronic files, including financial documents, quarterly reports, due diligence materials, and other pertinent documentation.
• Analyze financial information, calculating performance, completing attribution analysis, and other metrics as requested.
• Assist in the creation of investment presentations, including the creation of charts and graphs to illustrate analysis and performance.
• Assist in forecasting business and economic conditions for use in making investment decisions.
• Track portfolio performance.
• Collaborate with other asset classes and other areas of the business.
• Ensure all trading operations are in compliance with local laws and regulatory procedures.Please note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a little flexibility) is required.The Successful ApplicantIn return for a competitive remuneration package, you will possess the following:
  • Bachelor's Degree required - essential
  • 10+ years of relevant experience - essential
  • Strong track record of managing a successful public equities portfolio in an active and opportunistic environment - essential
  • Ability to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District).What's on Offer
    • Compensation dependent upon experience.
    • Large portion of this compensation package will be variable, based on performance, linked directly to success in role.
    • Competitive benefits package.
    • Downtown Boston working location.
    • Opportunity to take responsibility for, and guide the direction of a public equities portfolio on behalf of a prominent, high net worth single family.
    • Opportunity to be part of the inner workings of a well-established private family office.
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Keywords: Page Executive, Somerville , PORTFOLIO MANAGER - PUBLIC EQUITIES - BOSTON, MA, Executive , Boston, Massachusetts