Manager - Family Office Public Equity and Debt Portfolio

Arthrex GmbH; Naples (FL); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical Insurance

Life Insurance

FSA

Annual Bonus

Paid Time Off

Volunteer PTO

Tuition Reimbursement

Parental Leave

EAP

Job summary

Arthrex is seeking a Manager for the Family Office Public Equity and Debt Portfolio in Naples, FL. The role leads allocation and investment in liquid public securities, bonds, ETFs, derivatives, and mutual funds, while monitoring performance and ensuring risk-adjusted returns.

You will mentor analysts, develop due diligence processes, and collaborate with tax professionals to optimize tax-efficient trading. A senior leadership presence is required to drive strategy and reporting.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• CFA or CFP designation preferred.
• 10 years of Institutional or Ultra High Net Worth Public Investment experience with AUM of $100MM or more.
• Minimum of five years in a leadership role including employee management.

Responsibilities

• Oversee day-to-day management of public investment portfolios including construction and optimization.
• Develop and direct execution of investment programs to achieve objectives.
• Review portfolios to determine asset allocation and strategies.

Skills

Leadership

Financial modeling

Investment analysis

Mentoring/People management

Communication

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

CFA designation

CFP designation

10 years institutional/public investment experience with AUM $100MM+

5+ years in a leadership role

Job description

Requisition ID: 67654

Title:

Manager - Family Office Public Equity and Debt Portfolio

Main Objective:

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 liquid securities portfolio.

Essential Duties and Responsibilities:

• Performs all aspects of day-to-day management and oversight of public investment portfolios including portfolio construction, optimization, and investment selection within alignment to overall strategic asset allocation.
• Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives.
• Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies.
• Maintain a current awareness of new investment strategies and instruments through regular contact with investment banks, industry professionals, family offices, and through personal research.
• Partners with others within family office on investment strategy, strategic allocation, investment selection, due diligence, monitoring, and reporting.
• Performs financial modeling, valuation analysis and synergy evaluation on potential and existing investment opportunities.
• Creates and implements due diligence processes and documentation standards related to direct investment activities. Ensures such standards are met and maintained throughout the investment cycle.
• Performs continuous review of all public investments, including benchmark analysis, industry review, valuation assessments, and performance to budget.
• Participates in the development of portfolio asset allocation models at top and subordinate levels of the organizational chart.
• Works directly with in-house tax professionals to ensure tax efficient trading of public securities.
• Performs market research on areas where public investments are made or are being considered. Performs benchmark analysis on current and potential holdings. Assess market performance, trends, regulatory changes, M&A, etc. and reports on findings.
• Manage and mentor investment analysts by assigning projects and tasks, setting realistic deadlines and monitoring performance.
• Participates in investment review calls with investment bankers, outside consultants, attorneys, tax advisors, and other family office employees.

Education and Experience:

• • Bachelor’s degree required in Finance, Economics, Accounting, or related field required
  • CFA, or CFP designation preferred
  • 10 years of Institutional or Ultra High End Individual Public Investment experience with AUM of $100MM or more required.
  • Minimum of five years in a leadership role including employee management.

Arthrex Benefits

• Medical, Dental and Vision Insurance
• Company-Provided Life Insurance
• Voluntary Life Insurance
• Flexible Spending Account (FSA)
• Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness)
• Matching 401(k) Retirement Plan
• Annual Bonus
• Wellness Incentive Program
• Free Onsite Medical Clinics
• Free Onsite Lunch
• Tuition Reimbursement Program
• Trip of a Lifetime
• Paid Parental Leave
• Paid Time Off
• Volunteer PTO
• Employee Assistance Provider (EAP)

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other status protected by law.

Job Details

Date: Sep 10, 2026

Requisition ID: 67654

Salary Range:

Job title: Manager - Family Office Public Equity and Debt Portfolio

Accounting & Finance

Location: Naples, FL, US, 34108

Nearest Major Market: Naples

Job Segment: Market Research, Manager, Research, Marketing, Management