Job Description We are seeking an experienced and dynamic Portfolio Manager for various Constellation Investments Inc. managed mutual funds. The ideal candidate will possess a deep understanding of multi-asset strategies, strong investment acumen, and a proven track record of delivering superior risk-adjusted returns. This role requires a strategic thinker who can adapt to changing market conditions and make informed investment decisions. Your role and impact Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Portfolio Manager:
- Portfolio Management: Oversee the management of multi-asset mutual funds, primarily equities, fixed income and alternatives. Develop and implement investment strategies aligned with fund objectives.
- Market Analysis: Conduct thorough market research and macroeconomic analysis to identify trends, opportunities, and risks. Utilize insights to adjust portfolio allocations accordingly.
- Investment Selection: Evaluate and select securities and investment vehicles for inclusion in the portfolio. Analyze individual investments and their potential contributions to overall performance.
- Risk Management: Monitor and manage portfolio risk, ensuring adherence to risk tolerance levels and investment guidelines. Implement strategies to mitigate potential downside risks.
- Performance Reporting: Prepare and present detailed performance reports to senior management and stakeholders, highlighting key drivers of performance and market insights.
- Collaboration: Work closely with research analysts and other investment professionals to ensure a cohesive investment approach. Participate in team discussions to develop and refine investment strategies.
What's in it for you
- Competitive pay: Fair compensation for your hard work.
- Healthcare coverage: Comprehensive medical, dental, and vision from day one.
- Life insurance: Company-paid coverage for you and your loved ones.
- 401(k) plan: Matching contributions to help secure your financial future.
- Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
- Work-life balance: Flexible time-off policy to recharge and pursue passions.
- Dress for your day: Express your style comfortably at work.
- Diversity and inclusion: A respectful environment that values unique contributions.
- Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
- Well-being focus: Programs to support a healthy balance between work and home life.
- Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
We're passionate about fostering an inclusive environment where everyone can thrive. Even if you don't meet every requirement, we encourage you to apply--your unique skills and experiences might make you the perfect fit for this role or another opportunity within our company. RequirementsWhat sets you up for success
- Education:
- Bachelor's degree in Finance, Economics, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CAIA) is preferred.
- Experience:
- 7+ years of experience in portfolio management with a proven track record of managing mutual funds.Skills:
- Strong analytical and quantitative skills with a deep understanding of asset allocation. A strong understanding of portfolio theory, asset allocation, risk analytics, and portfolio construction
- Deep understanding of derivatives
- Proficiency in financial modeling, portfolio management software, and data analysis tools.
- Experience with Quantitative Investment Strategies (QIS) is a plus.
- Excellent communication and presentation skills, with the ability to convey complex information clearly.
- Strong decision-making abilities and a proactive approach to investment management.
- Technical Skills:
- Familiarity with various asset classes and investment vehicles, including ETFs, derivatives, and alternative investments. Prior experience with multi-factor risk models such as Aladdin, Barra or similar is preferred.
This position is based in either Cincinnati, Ohio, or New York, New York, with location determined based on the selected candidate's preference or business needs. Compensation Statement Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons. Roles may also be eligible for additional compensation, including annual incentive programs.