Portfolio Manager

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.