Lead Portfolio Manager

About the role

Our client, a growing investment advisory and asset management firm transitioning to an AI‑enabled, model‑driven platform, is seeking a Lead Portfolio Manager. This hands‑on leadership position focuses on portfolio construction, execution oversight and disciplined investment management, without any sales or fundraising responsibilities.

Key responsibilities

• Lead portfolio construction and ongoing maintenance across client mandates, applying the firm’s investment frameworks and model portfolios.
• Monitor portfolio performance, risk metrics and deviations from strategy; execute rebalancing decisions and coordinate trade implementation with operations.
• Identify portfolio risks, concentration issues and execution inefficiencies, preparing periodic performance and risk reports for management and clients.
• Ensure compliance with CMA regulations and internal investment policies; support the Investment Committee with analysis and execution feedback.
• Act as the day‑to‑day investment lead as the asset‑management function scales, improving processes, tools and reporting workflows.
• Collaborate with advisory and technology teams to support the AI‑enabled investment model and mentor junior investment staff.

Required profile

• 6–10 years of experience in portfolio or asset management, with a strong understanding of multi‑asset portfolios (equities, fixed income, funds).
• Bachelor’s degree in Finance, Business or a related field; CFA designation or progress preferred.
• Knowledge of CMA regulations and ability to work in a fast‑growing, evolving firm.

Required skills

• Analytics
• Portfolio risk management
• Multi‑asset portfolio construction
• Portfolio analysis
• Fixed income
• Equities
• Asset management
• Excel