Portfolio Management Lead — Funds & Quant Research

Meeder Investment Management, Inc.

Dublin (OH)

On-site

USD 210,000 - 320,000

Full time

14 days+

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Job summary

Meeder Investment Management, headquartered in Dublin, Ohio, seeks a Head of Portfolio Management to lead a five-person team overseeing Meeder Funds and non-proprietary portfolios. You will guide portfolio management, quantitative research, and disciplined investment processes in partnership with the CIO.

You will drive investment thought leadership, author market commentary, and engage with advisors and clients to support growth and diligence efforts.

Qualifications

  • Bachelor’s degree in Finance, Economics, Statistics, Mathematics, or a related quantitative discipline.
  • MBA, CFA, or CMT strongly preferred.
  • Minimum of 15 years of progressive investment management experience across multiple asset classes.

Responsibilities

  • Lead, supervise, and develop the Meeder Fund investment team (Equity/Fixed Income & Quantitative Research).
  • Serve as a named Portfolio Manager on the Meeder Funds and oversee day-to-day fund management.
  • Oversee development and review of quantitative models and TAM, global allocation, and factor-related decisions.
  • Oversee portfolio management for non-proprietary portfolios in line with models and processes.
  • Monitor risk, performance attribution, and compliance with fund prospectus guidelines.
  • Analyze macroeconomic and market issues and assess impacts on portfolios.
  • Contribute to client communications, fund commentary, and market updates.
  • Participate in advisor meetings and due diligence processes.

Skills

People leadership
Investment judgment
Strategic thinking
Strategic partnership
Communication
Execution

Education

Bachelor’s degree in Finance/Economics/Quantitative field
MBA/CFA/CMT preferred

Tools

Bloomberg
S&P Capital IQ
Risk modeling apps
Bloomberg AIM

Job description

Meeder Investment Management, headquartered in Dublin, Ohio, seeks a Head of Portfolio Management to lead a five-person team overseeing Meeder Funds and non-proprietary portfolios. You will guide portfolio management, quantitative research, and disciplined investment processes in partnership with the CIO.

You will drive investment thought leadership, author market commentary, and engage with advisors and clients to support growth and diligence efforts.

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