Portfolio Manager

Jacksonville Beach, Florida
Commensurate with experience
Apr 08, 2021
May 08, 2021
Industry Sector
Asset Management
CFA Charterholder
Employment Type
Full Time


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.



  • 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.


  • 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.
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