Portfolio Manager | Remote

Principal, Public Markets

Role Overview

Lead the diagnosis of a public-markets portfolio, assess its positioning against market conditions, and develop practical recommendations for asset allocation, fund selection, and risk management.

$150 per hour | 10-40 hrs/week | Remote

Key Responsibilities

• Evaluate holdings across public equities, fixed income securities, ETFs, funds, and other liquid investments.
• Diagnose portfolio construction issues, concentration risks, asset-allocation gaps, and performance drivers.
• Assess holdings against appropriate benchmarks and investment objectives.
• Produce a structured market update covering relevant macroeconomic, sector, and asset-class developments.
• Develop evidence-based rebalancing recommendations and prepare clear implementation plans.

Core Requirements

• Have strong relevant experience in public-markets investment, approximately 8 .
• Hands-on experience in portfolio management, asset allocation, ETF or fund selection, and portfolio-risk analysis.
• Background at an institutional asset manager, Multi-Family Office, investment office, Hedge Fund, or wealth manager.
• Strong understanding of public equities, fixed income, ETFs, funds, benchmarks, and portfolio implementation.
• CFA qualification is preferred but not required.

Additional Strengths

• Strong analytical approach to reviewing and improving professional content.
• High level of consistency when assessing technical and transactional accuracy.
• Comfortable managing deliverables with minimal supervision.

Application Process

• Apply through the Easy Apply button to submit your application.
• Applications will be carefully reviewed in line with the role requirements.
• Eligible applicants will be contacted via email with instructions for the next stage.
• Follow the instructions in the email to complete the remaining application requirements.