Software Portfolio Manager
5 days ago
We are seeking a seasoned investment professional to join our team as a Software Portfolio Manager. This role will be responsible for managing the Active Equities North American Software portfolio.
About the RoleThe successful candidate will have a strong investment track record, with requisite investment industry experience within the Technology/Software sector in North America. They will be able to interact with C-suite level executives and have experience in boardroom situations. The ideal candidate will also have exceptional financial statement analysis skills and a firm foundation in finance, math/statistics, and economics, along with the ability to link company/industry specifics to valuation considerations.
Responsibilities- Portfolio Management: Accountable for the financial performance of the Active Equities North American Software portfolio.
- Fundamental Research: Execute the fundamental research process with excellence, including idea generation, identifying key investment debates, developing and executing a research plan, and ultimately making security selection and position sizing decisions.
- Team Leadership: Oversee the recruitment, management, and development of junior fundamental researchers and build a dedicated sector team with a focus on talent development.
- A strong investment track record in the Technology/Software sector in North America.
- Experience interacting with C-suite level executives and experience in boardroom situations.
- Exceptional financial statement analysis skills and a firm foundation in finance, math/statistics, and economics.
- Ability to link company/industry specifics to valuation considerations.
- Excellent verbal and written communication skills.
- Superior interpersonal and relationship management skills.
- Demonstrable team-building and collaboration skills.
We offer a competitive salary of $250,000 - $350,000 per annum, commensurate with experience. Additionally, we provide a comprehensive benefits package, including health insurance, retirement savings plan, and generous paid time off.
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