TTSTC- Portfolio Manager

About the role

Join TTSTC External Investments team as Portfolio Manager! This role performs asset management, market research, due diligence, investment monitoring, and preparation of Investment Committee and Board materials for investments in public equity markets.

Responsibilities

• Support the CIO and work under the general direction of the Head of Public Equity by helping drive diligence on new investments and routinely monitoring existing strategies in the global equity and directional hedged equity portfolios.
• Demonstrate an ongoing awareness of public equity markets and macroeconomic business cycles and trends, while contributing to or leading bespoke research projects that support investment management decisions.
• Source, screen, evaluate and perform qualitative and quantitative analysis on investments related to global public equity and directional hedged equity strategies.
• Prepare comprehensive investment diligence memos and present recommendations to the Investment Committee.
• Regularly communicate with investment managers (in-person meetings or via calls), and foster relationships in a manner that upholds the Trust Company's brand and reputation.
• Maintain and update documentation held in internal systems and databases for supporting investment recommendations, providing ad hoc written and oral analysis as requested.
• Participate in internal team meetings and coordinate ongoing discussions with external consultants regarding markets and the development of strategic investment plans.
• Recommend and assist with negotiation of investment management terms and conditions related to investment managers.
• Assists the CIO and the Head of Public Equity in development of opportunistic/tactical or strategic investment strategies.

Requirements

Graduation from an accredited four-year college or university with major coursework in finance, accounting, engineering, mathematics, business administration, or a related field.

Seven (7) years of total investment experience, preferably at an endowment, foundation, OCIO firm, family office, pension, fund of funds, investment bank, consulting firm, or a similar organization allocating capital to external investment managers.

Preferred Qualifications

• MBA, MSF, JD or other relevant graduate degree.
• Experience in public equity and directional hedged equity investments.

Skills

Chartered Financial Analyst (CFA); Chartered Alternative Investment Analyst (CAIA) are preferred.

Benefits

Flexible/hybrid work schedule if certain conditions are met; working arrangements may change at any time as business necessitates.

Pay

Salary range is determined based on experience and qualifications.

Schedule

Agency standard work hours are Monday through Friday from 8am to 5pm, 40 hours per week with occasional evening and weekend hours. Hours are subject to change based upon business need or division determination.