Portfolio Manager Job Description Template

The portfolio manager owns the investment decisions for a book of capital and answers for its performance. The role combines idea generation, position sizing and risk management, usually across a defined strategy or sector mandate. Most of the job is judgment under uncertainty, deciding what to own, how much of it to own and when the original thesis has stopped being true. Successful candidates pair genuine analytical depth with the temperament to hold a position through drawdowns and the discipline to cut one that is not working.

Typical Duties and Responsibilities

  • Generate, research and size investment ideas within the fund’s mandate
  • Construct and manage a portfolio against stated risk and exposure limits
  • Set position sizes based on conviction, liquidity and correlation to existing holdings
  • Monitor positions daily and revise theses as new information arrives
  • Work with analysts to prioritize research and challenge their conclusions
  • Manage gross and net exposure, sector concentration and factor tilts
  • Coordinate with trading on execution strategy for large or illiquid positions
  • Review risk reports with the risk team and explain drivers of profit and loss
  • Present performance, positioning and outlook to investors and the investment committee
  • Mentor junior analysts and build the research process the team runs on

Education

  • Bachelor’s degree in finance, economics, mathematics or a related field

Required Skills and Experience

  • 7+ years of buy side investment experience with a documented track record
  • Demonstrated ability to run a book through a full market cycle
  • Deep fluency in financial statement analysis and valuation
  • Strong grasp of portfolio construction, position sizing and risk budgeting
  • Experience managing analysts and directing a research agenda
  • Comfort with the fund’s data and analytics stack, typically Excel plus Python or a factor tool
  • Clear written and verbal communication with investors and allocators
  • Sound judgment under pressure and a disciplined approach to losing positions

Preferred Qualifications

  • CFA charter
  • Prior experience at a multi-manager platform with a formal risk framework
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