Senior Equity Analyst / Portfolio Manager – US Financials (NYC / Remote)

Our client is a rapidly growing investment management firm that specialises in actively managed ETF funds.

As a consequence of recent growth, the firm are looking to further develop their portfolio with the launch of a new US Financials ETF, and are consequently looking to hire a portfolio manager to lead the research and security selection for this product.

The position represents a unique opportunity to drive investment strategy, develop cutting-edge financial products, and build a strong public profile in the investment management industry.

Responsibilities:

• Develop and maintain a comprehensive research universe for financial sector investments

• Conduct in-depth fundamental equity research

• Build sophisticated financial models

• Direct and manage the security selection process

• Support marketing efforts and engage with potential investors

• Provide expert commentary on financial market trends

Requirements:

• 5+ years of investment research experience (Junior PMs / Senior Equity Analysts are encouraged to apply)

• Strong focus on US financial sector investments (in particular US Alternative Asset Managers)

• Demonstrated track record in public equity investing

• Ability to conduct independent equity research

• Proven success in stock selection and risk management

• You must currently reside in the United States

If this opportunity is of interest, please submit your CV in MS WORD format to fundmanagement@octaviusfinance.com