Portfolio Manager

Location
Jacksonville Beach, Florida
Salary
Commensurate with experience
Posted
Apr 08, 2021
Closes
May 08, 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 a seasoned portfolio manager to join our equity investing team. Our 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. We combine a quantitative front end with a fundamental back end to build portfolios that exhibit low price volatility; stable, consistent growth; and attractive valuations. The team is made up of a mix of professionals who thrive in a culture that fosters ingenuity through collaboration and transparency. Sawgrass offers a casual office environment, top-notch benefits, and excellent professional and personal development opportunities.

www.saw-grass.com

Responsibilities

  • Slot into team structure.
  • Partner with portfolio managers/analysts using the Sawgrass model framework to:
    • Research portfolio candidates and holdings.
    • Oversee and manage client portfolios.
  • Collaborate with portfolio managers/analysts to:
    • Identify and deploy enhancements to our current investment process.
    • Create and 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 10 years professional experience in institutional portfolio management/analysis, 15 years preferred.
  • Demonstrated value added performance 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 and personable meetings with clients and prospects.
  • Bachelor’s degree required; advanced degree preferred.
  • CFA required.
  • Proficient in FactSet and Excel.
  • Generalist.
  • Willingness to travel.

Similar jobs

Similar jobs