Portfolio Manager - Public Markets

About the role

This senior role reports directly to the Chief Investment Officer (CIO) and works closely with the Senior Portfolio Manager, External Investment Management. The primary focus is on public equities, collaborating with the VP of Core Fixed Income Investments for the external investment management asset pool, totaling $5 billion in assets under collaborative management.

The role involves leading portfolio construction, risk and performance analytics, and periodic projects related to asset allocation for public equities and core fixed income across US, International, and Global markets. The incumbent will manage a small team of generalists and specialists, oversee junior to mid-level direct reports, and work with external investment managers to research, diligence, and maintain relationships.

The externally managed portfolios span a wide range of geographies, styles, and strategies, requiring proficiency in factor exposures, equity investment styles, and multi-asset investing principles.

Responsibilities

• Lead and collaborate on portfolio construction, risk, and performance analytics for public equities and core fixed income.
• Manage external investment managers, including diligence, underwriting, allocation decisions, and relationship management.
• Monitor current portfolios and strategies to ensure optimal design and performance.
• Develop a strong understanding of sources of excess return and explain performance drivers to investment leadership.
• Conduct periodic portfolio review meetings to assess performance, risk, views, and positioning.
• Collaborate with Asset Allocation, Strategy, Investment Operations, and other senior leaders on portfolio construction and risk management.
• Work with investment operations, legal, tax, and other support functions to ensure seamless collaboration.
• Lead ad-hoc and special research projects related to asset allocation, macroeconomic outlook, and market trends.
• Mentor and onboard top talent, including summer interns and rotation hires.
• Utilize investment systems like Bloomberg and FactSet for risk and performance analytics.

Qualifications

• BA or BS required; MBA, CFA, CAIA, or other advanced degree in investments, economics, finance, or quantitative analysis preferred.
• 11-15 years of relevant experience in investments, financial markets, and/or financial risk management, including global financial market experience across asset classes.
• Broad knowledge of financial markets, investments, risk management, and economics across asset classes.
• Strong interpersonal, communication, presentation, analytical, and collaboration skills.
• Experience working with internal stakeholders such as investment accounting, legal, tax, and other departments.
• Ability to operate as an effective tactical and strategic thinker with adaptability to new processes.
• Strong mentoring, coaching, and leadership experience with excellent judgment and problem-solving skills.
• Expertise in using Bloomberg, FactSet, and similar investment systems.
• Collaborative mindset with a passion for financial markets, corporate finance, and investment risk management.

Benefits

• Comprehensive Total Rewards program, including an incentive plan.
• Medical, dental, and vision insurance.
• Life and disability insurance.
• Well-being programs.
• 401(k) and pension plan.
• Career development opportunities and tuition reimbursement.
• Flexible work arrangements and time off, including vacation and sick leave.

The final salary offer will vary based on geographic location, individual education, skills, and experience.