Small Cap Equity Portfolio Manager

KBW Financial Staffing & Recruiting; Sarasota (FL); Remote; USD 225,000 - 250,000; Full time

Job summary

KBW Financial Staffing & Recruiting seeks an Equity Portfolio Manager to lead management of select equity strategies. You will make investment decisions, construct portfolios, select securities, and manage risk to drive performance.

The role requires 7+ years in equity-focused investment management, a proven performance track record, and deep expertise in fundamental research, valuation, and portfolio construction. CFA designation or advanced degree preferred.

Qualifications

• 7+ years of investment management experience focused on equities.
• Proven track record managing equity portfolios and delivering performance.
• Deep understanding of fundamental equity research, valuation and risk management.
• Strong knowledge of U.S. companies and equity markets.
• Excellent analytical and communication skills; decisive decision-making.
• CFA designation or advanced degree preferred.

Responsibilities

• Manage equity portfolios and make independent investment decisions.
• Conduct fundamental research and identify attractive companies.
• Develop and maintain portfolio construction, sizing and risk strategies.
• Monitor performance, market trends, and investment thesis changes.
• Collaborate with equity research analysts to evaluate ideas.
• Communicate views and risk to senior management and clients.

Skills

Investment mgmt

Equity PM

Fundamental research

Valuation

Portfolio construction

Risk management

Communication

Decision making

Education

CFA designation

Advanced degree

Job description

Equity Portfolio Manager

100% Remote – Must be in the Northeast for occasional travel

$225K-250K + Bonus

Our client is seeking an Equity Portfolio Manager to lead the management of certain equity strategies. The PM will be responsible for investment decisions, portfolio construction, security selection, risk management, and overall portfolio performance. The ideal candidate will have a strong fundamental investment process and a demonstrated track record managing equity portfolios.

Responsibilities

• Manage equity portfolios and make independent investment decisions across the portfolio.
• Conduct fundamental research and identify attractive companies based on financial performance, valuation, management, growth prospects, and competitive position.
• Develop and maintain portfolio construction, position sizing, and risk-management strategies.
• Monitor portfolio performance, market trends, company developments, and changes in the investment thesis.
• Work closely with equity research analysts and other investment professionals to generate and evaluate investment ideas.
• Communicate investment views, portfolio positioning, performance, and risk to senior management and clients.

Qualifications

• 7+ years of investment management experience with a focus on equities.
• Proven track record managing equity portfolios with strong investment performance.
• Deep understanding of fundamental equity research, valuation, portfolio construction, and risk management.
• Strong knowledge of U.S. companies and equity markets.
• Excellent analytical, communication, and decision-making skills.
• CFA designation or advanced degree preferred.

KBW789