Role Overview Head of Portfolio Management will lead a five-person team responsible for the Meeder Funds ($3+ billion in assets) and serve as a named Portfolio Manager alongside the Chief Investment Officer. This role will provide oversight of the portfolio management and quantitative research that drive the Meeder Funds and the firm's non-proprietary portfolios, and will lead, supervise, and develop Equity and Fixed Income Portfolio Management and Quantitative Research. Working in close partnership with the Chief Investment Officer, the Head of Portfolio Management will ensure disciplined, repeatable investment processes, contribute to the firm's investment thought leadership, and support Meeder's growth through written commentary, advisor and client meetings, and intermediary due diligence. Primary Responsibilities - Lead, supervise, and develop the Meeder Fund's investment team, including Equity and Fixed Income portfolio management and Quantitative Research.
- Serve as a named Portfolio Manager on the Meeder Funds and oversee day-to-day fund management, including positioning, risk exposures and implementation.
- Provide oversight of the development, enhancement, and ongoing review of all quantitative models and factor-related decisions, including the tactical asset allocation model (TAM), global allocation (U.S., developed international, and emerging markets), equity selection and style models, and fixed income models, in partnership with the Director of Quantitative Research.
- Oversee the portfolio management process for the firm's non-proprietary portfolios, ensuring consistency with the firm's models and investment process.
- Monitor portfolio risk, performance attribution, and adherence to fund prospectus guidelines and investment restrictions, working with Compliance and Operations as needed.
- Analyze and monitor critical macroeconomic and capital market issues for their potential impact on investment portfolios.
- Contribute to the firm's client communication process, including written fund commentary, market updates, and other thought leadership content.
- Participate in advisor and client meetings, as well as intermediary, platform, and advisor due diligence processes for the Meeder Funds.
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