Portfolio Manager - Multi-Asset

We are seeking an experienced and dynamic Portfolio Manager - Multi-Asset 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.

What 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.