Portfolio Manager - Equities

Reporting to the Chief Investment Officer (CIO), the Portfolio Manager – Equities is responsible for managing the family office’s public equity investments across global markets. The role combines direct portfolio management, external manager oversight, portfolio risk management, and consolidated reporting across the total equity portfolio.

Key Responsibilities:

1. Internal Equity Portfolio Management

• Manage global equity portfolios across developed and emerging markets, including direct equities, ETFs, and thematic strategies.
• Conduct portfolio construction, stock selection, fundamental equity research, trade execution, and liquidity management.
• Monitor portfolio performance, risk exposures, and investment opportunities across sectors and regions.

2. External Manager Monitoring and Oversight

• Support selection, due diligence, and onboarding of external equity managers and funds.
• Monitor manager performance, portfolio positioning, style drift, and mandate compliance.
• Provide independent assessment and investment recommendations to the CIO.

3. Portfolio Monitoring, Consolidation & Reporting

• Consolidate performance, risk,and exposure data across internal and external equity portfolios.
• Monitor sector allocation, geographic exposure, factor risks, concentration,and liquidity.
• Prepare portfolio, risk, and performance reports for the CIO and InvestmentCommittee.

4. Risk Management

• Monitor market, sector, factor,currency, and concentration risks within equity portfolios.
• Conduct stress testing, scenario analysis, and downside risk evaluation.
• Recommend hedging strategies and risk mitigation actions where appropriate.

5. Governance, Compliance & Investment Process Integrity

• Ensure compliance withinvestment policies, risk limits, and mandate guidelines.
• Maintain investment records, manager reviews, and governance documentation.
• Support audit and regulatory requirements as required.

6. Macro & Equity Market Research

• Monitor global macro-economic trends, equity market dynamics, and sector developments.
• Identify thematic investment opportunities and risks across global equity markets.
• Provide actionable market insights and investment recommendations to the CIO.

Qualifications:

• Degree in Finance, Economics, Engineering, or a related discipline; CFA, MBA, or equivalent professional qualification preferred.
• 7–12 years of relevant equity investment experience within asset management, family offices, institutional investors, or private banks.
• Strong knowledge of global equity markets, including developed and emerging markets, sectors, and investment styles.
• Experience in portfolio management and/or external manager oversight.
• Strong analytical, quantitative, and reporting skills; familiarity with portfolio analytics and risk systems. Python proficiency is an advantage.
• Excellent communication and presentation skills, with ability to engage senior stakeholders and investment committees.
• High integrity, professionalism, and ability to operate independently in a principal investment environment.