Portfolio Manager

State of Wisconsin Investment Board
Madison, WI, USA
Mar 20, 2018
Apr 02, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Essential activities:

  • Articulate and implement an investment process to generate alpha vs. a benchmark, including stock selection methodology, additional alpha drivers, portfolio construction and risk management
  • Utilize this investment process to actively manage a large-cap global sector portfolio in compliance with established SWIB investment guidelines and policies
  • Perform fundamental business model assessment and valuation analysis of individual securities as part of a stock selection process
  • Effectively manage the risk parameters of the portfolio to meet SWIB's tracking error and risk profile expectations
  • Evaluate performance attribution reports and risk reports
  • Provide written and oral updates on the portfolio's performance, risk profile, and current positioning


The ideal candidate will have:

  • At least 8 years of experience in public equities research/portfolio management
  • Bachelor's degree required; Master's degree and CFA strongly preferred
  • A clearly articulated investment process that has produced excess returns vs. a benchmark
  • Familiarity with multi-factor risk models (Barra, etc.) is preferred
  • Experience in global equity analysis is preferred but not required
  • Technology, media, and/or telecom sector experience is a plus but not required
  • Supervisory experience preferred
  • Excellent verbal and written communication skills
  • An ability to be adaptive and thrive in a fast-paced, changing environment
  • Superb work ethic, attention to detail, team orientation, and commitment to excellence


SWIB offers:

  • Competitive base salary
  • Meaningful performance-based incentive compensation
  • A comprehensive benefits package
  • Educational and training opportunities
  • Tuition reimbursement
  • Challenging work in a professional, team environment

The position requires U.S. work authorization and residency in, or willingness to relocate to, the Madison, Wisconsin area. SWIB is prepared to offer relocation assistance as needed.

Deadline to apply is March 15, 2018. Resumes will be accepted until the position is filled.