Manager, Family Office Public Equity and Debt Portfolio, Arthrex, Naples

And Simple ApS; Naples (FL); Hybrid; USD 250,000 - 450,000; Full time

Job summary

Arthrex's Naples family office seeks a senior investment manager to lead allocation and investment across liquid public securities, bonds, ETFs, derivatives and mutual funds. You will monitor performance and own risk-adjusted returns for the liquid portfolio, with direct leadership of analysts.

Requirements include 10+ years in institutional or UHNW public markets, overseeing at least $100M AUM, and at least five years in a leadership role.

Qualifications

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

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

Skills

Investment management

Portfolio construction

Financial modeling

Leadership

Risk management

Due diligence

Education

Bachelor's in Finance

Job description

Arthrex'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