Portfolio Management Lead

Portfolio Management Lead | Remote / San Francisco / New York

A fast-growing fintech and investment platform is seeking a Portfolio Management Lead to oversee portfolio construction, risk management, and investment strategy across its exchange fund and long/short equity offerings. This individual will work closely with the Head of Investments and play a critical role in shaping both investment outcomes and the future direction of the firm's product suite.

The successful candidate will bring a strong background in portfolio management, quantitative analysis, and equities investing, with the ability to blend rigorous risk management, fundamental research, and innovative investment thinking. This is a highly visible role offering significant ownership, influence over product strategy, and direct collaboration with senior leadership.

Key Responsibilities:

• Lead portfolio management, portfolio construction, and risk management efforts across exchange fund and long/short equity strategies.
• Develop and implement investment strategies designed to achieve portfolio objectives while managing risk within specific portfolio constraints.
• Manage hedging programs, long/short exposures, swaps, options, and other portfolio overlays designed to optimize risk-adjusted returns.
• Conduct quantitative analysis, factor research, valuation work, and portfolio optimization initiatives to support investment decisions.
• Evaluate current and prospective investment managers, identify tactical opportunities, and generate new investment ideas across public and private markets.
• Partner with product, operations, marketing, and business development teams to enhance existing offerings and develop new investment solutions.
• Contribute to investment thought leadership through research publications, industry events, podcasts, and client-facing content.
• Support client engagement and business development initiatives by communicating investment philosophy, portfolio construction approaches, and market insights.
• Help shape long-term product strategy and identify adjacent investment opportunities that support future growth.
• Foster a collaborative, high-performance culture focused on innovation, accountability, and investment excellence.

Qualifications:

• 7+ years of experience in portfolio management, investment strategy, risk management, or quantitative investing.
• Demonstrated success managing complex portfolios across equities and alternative investment strategies.
• Strong understanding of portfolio construction, factor investing, hedging techniques, risk modeling, and alpha generation.
• Experience utilizing quantitative methods to support investment decision-making and portfolio optimization.
• Familiarity with derivatives, options, swaps, and advanced risk management frameworks.
• Experience managing concentrated equity positions, tax-aware portfolios, or customized investment solutions is highly preferred.
• CFA designation and/or advanced degree in Finance, Economics, Mathematics, Engineering, or a related field preferred.
• Exceptional analytical, communication, and leadership skills.
• Entrepreneurial mindset with the ability to contribute strategically across both investment and business initiatives.
• Passion for investing, intellectual curiosity, and a commitment to delivering exceptional client outcomes.

Why Join?

• Opportunity to lead portfolio management efforts at an innovative and rapidly growing investment platform.
• Significant influence over investment strategy, portfolio construction, and future product development.
• Exposure to a broad range of investment solutions, including exchange funds, concentrated stock strategies, long/short equity, and alternative investments.
• Direct partnership with senior leadership on strategic and investment decisions.
• Highly entrepreneurial environment where investment professionals can make an outsized impact.
• Competitive compensation package, including meaningful equity participation.
• Fully remote flexibility with the ability to work alongside experienced professionals from leading investment and technology firms.
• Opportunity to help redefine investment solutions for high-net-worth individuals and concentrated stock holders.