Portfolio Manager
CFS, Orlando, FL, United States
Duration: Full Time
Portfolio Manager
Salary: $250,000 + Bonus + Equity
Location: Orlando, FL (Relocation Consideration)
Why This Portfolio Manager Opportunity Stands Out
This Portfolio Manager opportunity offers the chance to join a growing investment platform focused on expanding its product suite and bringing new strategies to market. The Portfolio Manager will play a key role in both developing new investment products and managing existing portfolios within a collaborative, high-performing environment.
What makes this Portfolio Manager role compelling:
• Opportunity to lead new product development and investment strategy creation
• High visibility with senior leadership and investment committees
• Blend of portfolio management and strategic growth initiatives
• Exposure to ETF and fund strategy development
• Collaborative environment with cross-functional interaction across investment, compliance, and client teams
This Portfolio Manager role is ideal for a seasoned investment professional who enjoys both managing portfolios and building new strategies from the ground up.
Key Responsibilities of the Portfolio Manager
- Support the development and launch of new investment strategies and products
- Manage portfolio construction, asset allocation, and rebalancing activities
- Oversee risk management including liquidity, concentration, and performance tracking
- Prepare and present investment commentary, performance analysis, and attribution reporting
- Partner with leadership on investment committee discussions and strategic direction
- Collaborate with client-facing teams to support investor communications and due diligence
- Ensure compliance with regulatory requirements and industry standards
- Mentor junior team members and contribute to overall investment team development
Qualifications for the Portfolio Manager
- 10+ years of experience in asset management or a related field
- 5+ years of direct portfolio management experience
- CFA designation required
- Strong knowledge of equity markets, portfolio construction, and quantitative strategies
- Experience with ETFs, mutual funds, or similar investment vehicles
- Proficiency with financial data platforms and portfolio analytics tools
- Strong communication skills with the ability to present to leadership and clients
This Portfolio Manager opportunity is best suited for a strategic, analytical investment professional looking to take ownership of both portfolio management and product development within a growing and evolving investment platform.
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