What are the responsibilities and job description for the Portfolio Manager - Public Equities - Boston, MA position at Page Executive?
Multi-Billion Single Family OfficeReporting directly into the Director of the USAbout Our ClientMy 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 have the responsibility to manage a large, multi-million dollar public equities portfolio on behalf of a Boston based, prestigious Family Office. Whilst the trades will be made by the family member (initially, at least), this position will be responsible for idea generation, in depth financial analysis, market monitoring and formulating and presenting market recommendations. To confirm, this will be an active and opportunistic trading desk and 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 equitiesExecute on buy / sell / hold equitiesDevelop tools to streamline trading processes and proceduresPerform daily work with a focus on risk management in a highly-collaborative team environmentLiaise with various internal and external stakeholdersMaintain electronic files, including financial documents, quarterly reports, due diligence materials, and other pertinent documentationAnalyze financial information, calculating performance, completing attribution analysis and other metrics as requestedAssist in the creation of investment presentations, including the creation of charts and graphs to illustrate analysis and performanceAssist in forecasting business and economic conditions for use in making investment decisionsTrack portfolio performanceCollaborate with other asset classes and other areas of the businessEnsure 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.Apply today using the link provided and your resume will be considered within 48 hours of application.The Successful ApplicantIn return for a competitive remuneration package, you will possess the following : Bachelor's Degree required - essential10 years of experience in relevant experience - essentialStrong track record of managing a successful public equities portfolio, in an active and opportunistic environment - essentialAbility 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 OfferCompensation dependent upon experienceLarge portion of this compensation package will be variable, based on performance, linked directly to success in roleCompetitive benefits packageDowntown Boston working locationOpportunity to take responsibility of, and guide the direction of a public equities portfolio, on behalf of a prominent, high net worth single familyOpportunity to be part of the inner workings of a well-established private family office.ContactTom SmithQuote job refJN-112024-6584127Job summaryFunctionCFO & Financial ManagementSubsectorCFO & Financial Management SubsectorIndustryFinancial ServicesLocationBostonContract typePermanentConsultant nameTom SmithJob referenceJN-112024-6584127Page ExecutiveTom Smith Senior PartnerTom is a Page Executive Senior Partner based in the USA, who combines his impressive recruitment acumen and people skills with a white-glove approach to his executive-level assignments.Read more about Tom Smith About Page ExecutivePage Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Platinum Standard Accreditation from the Clear Company. We are passionate about attracting diverse talent and are committed to ensuring our processes are inclusive and supportive.
