Portfolio Manager

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.