Sr. Portfolio Mgr Passive and Overlay (5984)

University of California Office of the President
Oakland, California (US)
Sep 01, 2017
Oct 01, 2017
Employment Type
Full Time

Sr. Portfolio Mgr Passive and Overlay (5984)


University of California Office of the President


Requisition Number: 20160359


Appointment Type: Staff - Career


Personnel Program: MSP


Work Hours: Monday - Friday, 8:00-5:00


Percentage of Time: 100


Organizational Area: Office of the Chief Investment Officer


Location: Oakland, CA


Posting Salary: Salary commensurate with qualifications and experience


Position Summary:


Reporting to Senior Managing Director ('SMD') of Public Equities, the Senior Portfolio Manager, Passive and Overlay portfolios is responsible for working closely with the SMD to manage an approximately $10 billion passive portfolio and $5-10 billion notional strategic and tactical overlay program. In addition, the role is part of the equity leadership team overseeing a $40 billion equity portfolio




-Possess highest ethical standards, passion for investing and strong work ethic. The individual must be self-motivated with the confidence to actively form, debate and recommend non-consensus views


-Senior level investor with approximately 8-10 years of experience in hedging equity portfolios, tactical equity investing, tilting equity portfolios and creating equity investment strategies


-Demonstrated track record of investing in global equities across sectors, along with the ability to incorporate quantitative and qualitative evaluations


-Outstanding interpersonal characteristics, reputation, and team orientation, which will enable her/him to command the confidence, loyalty, and respect of investment colleagues and external constituents.


-Strong communication, analytical, leadership and interpersonal skills and must value and support the collegial atmosphere of UC Investments, encouraging creativity and appropriate risk-taking


-Ability to develop investment talent, inspire excellence, lead change and foster the development of a high performance investment culture


-Bachelors degree required with an advanced degree and CFA designation preferred.


Special Conditions of Employment:



Travel outside of normal business hours


Other Special Conditions of Employment:


Successful completion of a background check is required for appointment to this critical position.


Job Close Date:


How to Apply


For complete job description and application instructions, visit:


About us


The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the corporate headquarters to the ten campuses, five medical centers and three Department of Energy National Labs and enrolls premier students from California, the nation and the world.


The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age or protected veteran status.


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