Manager, Family Office Public Equity and Debt Portfolio, Arthrex, Naples
simple apsNaples, FL
$250,000 - $450,000 per year
APPLYManager, Family Office Public Equity and Debt Portfolio, Arthrex, Naples
simple apsNaples, FLManager L7
$250,000 - $450,000 per year
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOpen-End Investment Funds
APPLY NOWArthrex's Naples family office is hiring a manager to lead allocation and investment across liquid public securities, bonds, ETFs, derivatives and mutual funds, with performance monitoring and risk-adjusted return ownership. Requires 10+ years' institutional or UHNW public-investment experience managing at least $100 million AUM, plus five years in a leadership role.
Lead activities related to the allocation and investment in liquid public securities, bonds, ETFs, derivatives, and mutual funds. Monitor and report on overall investment performance. Maximize risk-adjusted financial return for the liquid securities portfolio.
Key responsibilities:
Day-to-day management of public investment portfolios: construction, optimization, and investment selection aligned to strategic asset allocation
Develop, recommend, and direct investment programs to meet objectives
Partner within the family office on strategy, allocation, selection, due diligence, monitoring, and reporting
Financial modeling and valuation on potential and existing opportunities; due diligence standards for directs
Continuous review of public investments (benchmarks, industry, valuation, performance to budget)
Tax-efficient trading with in-house tax professionals
Manage and mentor investment analysts
Participate in investment review calls with bankers, consultants, attorneys, tax advisors, and family office staff
Required qualifications:
Bachelor's in Finance, Economics, Accounting, or related field
CFA, IA, or CFP preferred
10 years institutional or ultra-high-end individual public investment experience with AUM of $100MM or more
Minimum five years in a leadership role including employee management
Matching similar jobs
Level
Manager L7
Salary
$250,000 - $450,000 per year
Location
Naples, FL
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
2 days ago