Portfolio Manager - (Data-Driven) L/S Equity

Thurn Partners; Miami (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Thurn Partners is a global investment team that emphasizes autonomous portfolio managers and direct link between research and portfolio impact. The firm has invested heavily in proprietary data and analytical tooling, enabling fast, unbureaucratic decision-making.

To support its next stage of growth, the firm is hiring skilled analysts and PMs who combine traditional bottom-up research with structured, data-driven thinking.

Qualifications

• 5+ years in equity research or portfolio management or equivalent analytical role.
• Strong fundamental research and ability to produce clear investment writing.
• Numerate background with data-centric, structured reasoning.

Responsibilities

• Own a defined coverage universe end to end: idea generation, modelling, thesis-writing, and monitoring.
• Build and maintain detailed financial models, stress-test assumptions across scenarios.
• Use structured data and quantitative screens to sharpen core research.
• Take ownership of position sizing, risk, and book construction alongside ideas.
• Present and defend investment views to peers with timely calls.
• Collaborate with research and data teams to expand analytical toolkit.

Skills

Equity research

Long/short investing

Analytical thinking

Financial modelling

Investment writing

Education

Mathematics/Physics/Engineering/Statistics background

Job description

This global investment team is built up of highly autonomous portfolio managers, each running concentrated long/short books across a defined sector universe. The firm has invested heavily in proprietary data and analytical tooling, giving investors an unusually direct line between original research and portfolio impact. Decision-making is fast and unbureaucratic, with individual contribution easy to see and reward.

To support its next stage of growth, the firm is hiring skilled analysts and PMs who can combine traditional bottom-up research with a comfort for structured, data-driven thinking.

The Role

• Own a defined coverage universe end to end: idea generation, modelling, thesis-writing, and ongoing monitoring
• Build and maintain detailed financial models, stress-testing assumptions against a wide range of scenarios
• Use structured data and quantitative screens to sharpen where and how you focus your fundamental work, rather than as a substitute for it
• Take direct ownership of position sizing, risk, and book construction alongside idea generation
• Present and defend investment views directly to peers, with performance judged on the quality and timeliness of your calls
• Work closely with the firm's research and data teams to keep expanding the toolkit available to you

Your Profile

• 5+ years in equity research, long/short investing, or a comparable analytical or portfolio management role within markets
• Excellent fundamental research skills: financial statement analysis, industry work, and clear investment writing
• A numerate background (maths, physics, engineering, statistics or similar) with genuine comfort around data and structured reasoning
• Able to move fluidly between qualitative judgement and quantitative rigour, and contribute to a number of different research approaches

Pre-Application Requirements

• This is a permanent role; contract applicants will not be considered.
• Your application is subject to our privacy policy, found here: https://www.thurnpartners.com/privacy-policy