Investment Strategist / Portfolio Management Lead
- Employer
- Cache Financials Inc
- Location
- Working from home
- Salary
- Competitive pay and generous equity grants in a fast-growing startup.
- Closing date
- Mar 18, 2025
View more categoriesView less categories
- Job Function
- Economics, Equities Research: Buy Side, Institutional Sales, Portfolio Management: Equities, Risk Management
- Industry Sector
- Asset Management, Brokerage
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
We are seeking an Investment Strategist to serve as a portfolio management leader on our investment team. Working closely with the Head of Investments, this individual will oversee the portfolio management function for our exchange funds, ensuring the highest standards of quality and maintaining the trust of our growing client base. This role involves close collaboration across product, marketing, operations, and business development teams, with responsibilities spanning strategic planning, portfolio management, portfolio construction, risk management, quantitative analysis and investment research.
The ideal candidate is a deep thinker in equities portfolio management, with a strong ability to own and execute on investment strategy and the confidence to engage effectively with internal and external stakeholders. Success in this role requires a results-driven mindset, direct execution capabilities, and the ability to foster collaboration across teams.
Key Responsibilities
- Manage the exchange fund portfolios toward their investment objectives while working within the constraints of their unique setup. Implement effective risk management and portfolio construction approaches to achieve benchmark performance, balancing advanced quantitative analysis with a sound fundamental lens.
- Work closely across internal teams to evaluate current and prospective manager performance, identify potential tactical opportunities, generate new ideas, and evaluate important trends, products, and strategies to optimize investment returns.
- Represent Cache as a thought leader in investment management, particularly concentrated stock positions, through active contributions to white papers, conferences, podcasts, and investment communities.
- Communicate expertise with concentrated stock positions, building new and innovative investment strategies, and participate in the business development process
- Craft a winning product strategy, helping to refine existing product experiences, and helping to define the adjacent product opportunities that provide future growth opportunities
- Foster a collaborative, respectful, and high-output culture within the team, enabling Cache to continue to attract A-players.
Requirements:
- 7+ years in investment strategy, portfolio management, and risk management across diverse asset classes, including equities, options, real estate, and private placements.
- Proven track record of delivering innovative investment solutions and managing complex portfolios effectively.
- Proficiency in quantitative modeling, valuation, factor analysis, alpha-generation strategies, and risk management.
- Experience designing and implementing advanced hedging and tax optimization strategies.
- Demonstrated expertise in concentrated stock strategies, hedging techniques, and bespoke portfolio solutions for high-net-worth clients is a plus.
- Strong educational background with a CFA, a Master's Level qualification, and an equivalent demonstrated professional experience with a proven passion for investing. Advanced degrees (Master’s or Ph.D.) in Finance, Economics, or related fields strongly preferred.
- Strategic thinker with an entrepreneurial mindset and the ability to align investment strategies with Cache’s broader objectives.
- Exceptional communicator with the ability to influence internal teams, clients, and industry stakeholders effectively.
- Passionate about investing and delivering exceptional outcomes for clients.
What Cache Offers:
- An opportunity to shape the future of investment products for clients with concentrated stock positions.
- A collaborative, high-impact work environment with exceptional peers that come from Silicon Valley and Wall St.
- Competitive pay and generous equity grants in a fast-growing startup.
- Remote is OK.
Company
Cache is a specialized brokerage designed to help clients manage large stock positions. By democratizing financial instruments traditionally reserved for the ultra-wealthy, Cache is making advanced wealth management strategies for concentrated wealth more accessible. Our flagship product, the Cache Exchange Fund, enables tax-efficient diversification for investors with concentrated stock positions. Within a year of launch, it has already gained significant traction among corporate executives and their wealth managers.
- Website
- https://usecache.com/
- Location
-
95 Third St Second Floor
San Francisco
CA
94103
United States
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert