Portfolio Manager (Financials Equities) – (New York, London, Remote)

We have been recently instructed by a rapidly growing investment management firm specialising in active ETFs. The group have recently raised significant capital and launched multiple innovative ETF products.

Following this period of sustained growth, the group are now looking to launch a US Financials and Alternatives ETF and are looking to hire a portfolio manager to help develop and launch this product.

Key Responsibilities:

• Develop and maintain a proprietary research universe for financial sector equities

• Conduct comprehensive fundamental equity research

• Create investment memos and presentations

• Build sophisticated financial models

• Direct security selection for investment portfolios

• Engage directly with target companies

Required Experience:

• Minimum 5 years of investment research experience, on either the buyside or sell side. (Junior PMs and Senior Analysts are encouraged to apply).

• You must be able to demonstrate that your ideas have been actioned for inclusion in portfolios.

• Strong background in fundamental investing, with a focus on US financial sectors – in particular alternative asset managers.

• Demonstrated expertise in public equity investing

• Proven track record of successful stock recommendations and risk management

• Ability to conduct independent equity research

To apply, please reach out to fundmanagement@octaviusfinance.com with an up-to-date copy of your CV (.docx preferred).