Manager - Family Office Public Equity and Debt Portfolio

Arthrex; Naples (FL); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Company-Provided Life Insurance

401(k) Retirement Plan with Matching

Annual Bonus

Paid Parental Leave

Paid Time Off

Volunteer PTO

Employee Assistance Program

Job summary

Arthrex in Naples, FL seeks a Manager to lead the Family Office Public Equity and Debt Portfolio, overseeing liquid securities, bonds, ETFs, and related investments with a focus on disciplined portfolio management and risk-adjusted returns.

You will drive portfolio construction and evaluation, perform financial modeling and due diligence, report on performance, and mentor investment analysts while coordinating with internal tax experts and external bankers.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or related field.
• CFA or CFP designation preferred.
• 10 years of institutional or UHNI public investment experience with AUM of $100MM+.
• Minimum of five years in a leadership role including employee management.

Responsibilities

• Lead day-to-day management of public investment portfolios, including construction and selection.
• Develop and direct execution of investment programs to achieve objectives.
• Review portfolios to determine asset allocation and strategies.
• Maintain awareness of new investment strategies and instruments via research and industry contacts.
• Partner with family office on strategy, due diligence, reporting and allocation.
• Perform financial modeling, valuation analysis and synergy evaluation.
• Create and implement due diligence processes for direct investments.
• Conduct ongoing benchmark and performance reviews of holdings.
• Develop portfolio asset allocation models at multiple levels of the org chart.
• Collaborate with in-house tax professionals for tax-efficient trading.
• Perform market research, benchmark analysis, and report findings.
• Manage and mentor investment analysts and assign projects.
• Participate in investment review calls with bankers, consultants, attorneys, tax advisors, and staff.

Job description

Requisition ID: 67654

Title: Manager - Family Office Public Equity and Debt Portfolio

Join Arthrex as a Manager, Family Office- Public Equity and Debt Portfolio Manager, where you will play a key role in managing and growing a sophisticated investment portfolio. It’s an exciting opportunity for an experienced investment professional who combines strong public market expertise with disciplined portfolio management, analytical rigor, and a long-term investment mindset - all within the unique environment of Arthrex.

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.