Portfolio Manager

Location
Jacksonville Beach, Florida
Salary
Commensurate with experience
Posted
05 Oct 2021
Closes
04 Nov 2021
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Summary

Sawgrass Asset Management is a 100% employee-owned investment management firm based in Jacksonville Beach, Florida. We are seeking an experienced portfolio manager to join our Large-Cap Growth equity team. Along with suitable investment experience, this individual must also be able to properly communicate our strategy to clients and prospects. Our equity team employs a risk conscious approach to growth investing whose hallmark is downside protection and efficient compounding of gains in the context of a rising market. The team is made up of a mix of professionals who thrive in a culture that fosters ingenuity through collaboration and transparency. Sawgrass offers top-notch benefits, and excellent professional and personal development opportunities. Relocation to Jacksonville, Florida would be required. 

www.saw-grass.com

Responsibilities

  • Partner with PM/analysts using the Sawgrass model framework to:
    • Research portfolio candidates and holdings.
    • Oversee and manage client portfolios.
  • Collaborate with PM/analysts to:
    • Identify/deploy enhancements to current investment process.
    • Create/develop new, diversifying, revenue producing products.
  • Participate in internal investment policy discussions and decisions.
  • Lead meetings with clients, consultants, and prospects to communicate and explain portfolio performance, positioning, and the Sawgrass investment process.
  • Assist Sales and Marketing in new business efforts and current business defense, as needed.
  • Answer ad-hoc inquiries from clients, consultants, prospects and Sawgrass team members.

Qualifications

  • Minimum of 5-7 years professional experience in institutional portfolio management/analysis, 10 years preferred.
  • Demonstrated, value added performance within the Large-Cap equity space versus benchmark(s).
  • Familiarity with quantitative structure and risk control platforms.
  • Intellectually curious. Innovative. Unafraid.
  • Demonstrates conviction, confidence and continuous improvement.
  • Willingness and ability to work in a team-first, collegial, and results-oriented environment.
  • Superior verbal and written communications skills.
  • Ability to conduct dynamic/personable meetings with clients/prospects.
  • Bachelor’s degree required; advanced degree preferred.
  • CFA required.
  • Proficient in FactSet and Excel.
  • Generalist.
  • Willingness to travel.
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