Portfolio Manager

Horizon Investments
Charlotte, North Carolina (US)
10 Mar 2023
09 Apr 2023
Industry Sector
Asset Management
Employment Type
Full Time

Horizon Investments manages a broad range of strategies across global equities and fixed income, including tactical asset allocation portfolios, protection-focused strategies, retirement spending solutions, and factor-based single stock portfolios. The Portfolio Management team is looking for a Portfolio Manager to oversee the implementation of one or more of these portfolios as part of a dynamic, multi-disciplined team. This person should demonstrate a deep understanding of the drivers of returns across and within asset classes, and ideally possess extensive experience managing live investment strategies. The candidate will also contribute research that informs the Investment Management team’s views on a wide range of market-related topics, as well as contribute to active debate around these views within a collegial environment.

A core tenet of Horizon’s investment philosophy is that greater consistency and better outcomes can be achieved by thoughtfully combining quantitative and qualitative investment disciplines. To that end, every strategy that Horizon manages is supported by one or more quantitative processes. The candidate will be responsible for an in-depth understanding of these processes, and will contribute discretionary judgment around process implementation in actual portfolios in order to improve strategy expectations and performance. On-going collaboration with the Quantitative Research team around potential improvements to these processes is crucial to success. Lastly, the candidate will be responsible for all types of support for the strategy, including commentaries, use cases, and the competitor landscape, as well as serving as a representative for the strategy to external and internal stakeholders.

** This is an in-person position in our Charlotte, North Carolina office.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  1. Manage the implementation of one or more strategies managed by Horizon, exercising discretionary judgement supported by original idea generation, in-depth research, and thorough investment due diligence
  2. Monitor portfolios for abnormal performance deviations relative to benchmarks and/or expectations; provide recommendations for portfolio changes if necessary
  3. Work closely with the Quantitative Research team to improve existing quantitative processes and actively generate new ideas for further research
  4. Able to clearly communicate, in writing or orally as required, your investment strategy’s positioning, performance, activities, and use cases, as well as the broader investment views of the Investment Management team, to internal and external stakeholders
  5. Adheres to and demonstrates Horizon’s corporate values on a consistent basis


Proactive, creative individual able to analyze quantitative and qualitative market-relevant data from a variety of sources and determine its ultimate impact on Horizon’s portfolios.

  1. Outstanding analytical skills and a flexible approach to complex problems
  2. Excellent attention to detail and follow-through
  3. Ability to generate and effectively articulate investment views and positioning
  4. Demonstrated problem-solving expertise in working as part of a multidisciplinary team
  5. Good interpersonal and communication skills
  6. Self-motivated initiative to drive process improvements and efficiencies

Required Education and Experience

  1. Bachelor’s Degree with a business, finance, economics, mathematics, computer science, or similar emphasis
  2. Five or more years of experience in an investment decision-making role or ten or more years in a research/analyst role

Preferred Education and Experience

  1. Proven track record overseeing a broad range of asset classes and strategies
  2. Strong knowledge of the theoretical and practical drivers of relative and absolute returns within equities and fixed income individually, as well as within a multi-asset portfolio context (specific experience in credit and fundamental equity analysis, both domestic and international, is a plus)
  3. Demonstrated ability and experience with investment portfolio activities, including implementation of systematic processes, investment policy statements, asset allocations, and on-going portfolio monitoring and adjustments.
  4. Possess a research mindset - curious, empirically driven, open minded
  5. Active CFA Charterholder
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