Industrials Lead Portfolio Manager - L/S Equity

Selby Jennings; Greater London; On-site; GBP 260,000 - 600,000; Full time

Job summary

Selby Jennings in London is seeking a Lead Industrials Portfolio Manager to own the sector and build a dedicated long/short strategy. This is a rare opportunity to take a top role within a fast-growing hedge fund backing substantial capital and a premier infrastructure.

The role focuses on leading idea generation, portfolio construction, and the ongoing development of a scalable Industrials franchise, with the autonomy to shape the future of the strategy and coverage model.

Qualifications

• Strong Industrials investing experience across long/short equities.
• Proven or highly credible investment track record.
• Experience managing a portfolio, sleeve or meaningful risk allocation.
• Deep fundamental research and company-analysis capabilities.
• Repeatable alpha-generation process across both long and short positions.
• Clear understanding of gross and net exposure, factor risk, liquidity and drawdown management.

Responsibilities

• Lead investment coverage across the Industrials sector.
• Manage a concentrated, fundamental equity long/short portfolio.
• Generate differentiated long and short ideas with limited reliance on market direction.
• Maintain disciplined portfolio construction and risk management.
• Develop the fund's Industrials strategy and coverage model.
• Build a team as the strategy and capital allocation grow.

Skills

Industrials investing

Long/short equities

Portfolio management

Fundamental research

Risk management

Leadership

Job description

A rapidly growing hedge fund is looking to hire a Lead Industrials Portfolio Manager to take ownership of the sector and build out a dedicated long/short strategy from London.

The fund is experiencing exceptional growth and is investing heavily in its equities platform. This hire will be given meaningful capital, strong institutional infrastructure and the freedom to establish a significant Industrials franchise within the business.

There is substantial white space within the sector, making this an attractive opportunity for a PM who wants more than simply another allocation. The successful candidate will become the fund's senior Industrials investor, leading idea generation, portfolio construction and the future development of the strategy.

Responsibilities

• Lead investment coverage across the Industrials sector
• Manage a concentrated, fundamental equity long/short portfolio
• Generate differentiated long and short ideas with limited reliance on market direction
• Maintain disciplined portfolio construction and risk management
• Develop the fund's Industrials strategy and coverage model
• Build a team as the strategy and capital allocation grow

Requirements

• Strong Industrials investing experience across L/S equities
• Proven or highly credible investment track record
• Experience managing a portfolio, sleeve or meaningful risk allocation
• Deep fundamental research and company-analysis capabilities
• Repeatable alpha-generation process across both long and short positions
• Clear understanding of gross and net exposure, factor risk, liquidity and drawdown management
• Ambition to build and lead a meaningful sector franchise

The role would suit an established Portfolio Manager, an experienced Sub-PM or a senior sector specialist with the investment credibility to step into a lead position.

All conversations will be handled confidentially.