Sr. Portfolio Manager

Meeder Investment Management, Inc.; Dublin (OH); On-site; USD 210,000 - 320,000; Full time

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

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).

Category Investments

Description

Role Overview

Head of Portfolio Management will lead a five-person team responsible for the Meeder Funds ($3+ billion in assets) and serve as a named Portfolio Manager alongside the Chief Investment Officer. This role will provide oversight of the portfolio management and quantitative research that drive the Meeder Funds and the firm's non-proprietary portfolios, and will lead, supervise, and develop Equity and Fixed Income Portfolio Management and Quantitative Research. Working in close partnership with the Chief Investment Officer, the Head of Portfolio Management will ensure disciplined, repeatable investment processes, contribute to the firm's investment thought leadership, and support Meeder's growth through written commentary, advisor and client meetings, and intermediary due diligence.

Primary Responsibilities

• Lead, supervise, and develop the Meeder Fund's investment team, including Equity and Fixed Income portfolio management and Quantitative Research.
• Serve as a named Portfolio Manager on the Meeder Funds and oversee day-to-day fund management, including positioning, risk exposures and implementation.
• Provide oversight of the development, enhancement, and ongoing review of all quantitative models and factor-related decisions, including the tactical asset allocation model (TAM), global allocation (U.S., developed international, and emerging markets), equity selection and style models, and fixed income models, in partnership with the Director of Quantitative Research.
• Oversee the portfolio management process for the firm's non-proprietary portfolios, ensuring consistency with the firm's models and investment process.
• Monitor portfolio risk, performance attribution, and adherence to fund prospectus guidelines and investment restrictions, working with Compliance and Operations as needed.
• Analyze and monitor critical macroeconomic and capital market issues for their potential impact on investment portfolios.
• Contribute to the firm's client communication process, including written fund commentary, market updates, and other thought leadership content.
• Participate in advisor and client meetings, as well as intermediary, platform, and advisor due diligence processes for the Meeder Funds.

Qualifications and Experience

• Bachelor’s degree in Finance, Economics, Statistics, Mathematics, or a related quantitative or technical discipline required.
• Relevant professional designation, such as an MBA, CFA, or CMT, strongly preferred.
• Minimum of 15 years of progressive investment management experience across multiple asset classes, including significant portfolio management responsibilities.
• Demonstrated experience managing mutual funds or comparable multi-asset strategies, including portfolio construction, implementation, and day-to-day investment decisions.
• Prior experience leading investment professionals and providing oversight across investment activities and portfolio responsibilities.
• Experience with quantitative investment methodologies, tactical asset allocation, factor research, portfolio risk analysis, and risk modeling.
• Proficiency with institutional investment platforms and research tools, including Bloomberg, S&P Capital IQ, and risk modeling applications; Bloomberg AIM experience preferred.

Skills & Competencies

• People Leadership: Builds a high-performing investment team through clear expectations, accountability, coaching, mentorship, and ongoing professional development.
• Investment Judgment: Demonstrates sound judgment and disciplined decision-making while evaluating complex investment opportunities, risks, and changing market conditions.
• Strategic Thinking: Connects macroeconomic developments and market dynamics to broader investment strategy and portfolio considerations.
• Strategic Partnership: Operates as a trusted, hands- on partner to the Chief Investment Officer, contributing thoughtful perspectives while effectively executing established investment priorities.
• Communication & Influence: Clearly articulates complex financial and quantitative concepts to advisors, clients, due diligence teams, and internal stakeholders.
• Execution & Prioritization: Effectively manages competing priorities and time-sensitive decisions while maintaining accuracy, organization, and attention to detail.

Full-Time/Part-Time Full-Time

Shift Days

City Columbus

State Ohio

Zip Code 43017

About the Organization

Since 1974, Meeder Investment Management has helped clients pursue their financial goals through innovative investment solutions and personalized service. Headquartered in Dublin, Ohio, Meeder is home to more than 150 professionals serving financial advisors and their clients, government entities, healthcare organizations, higher education institutions, and other institutional investors. With more than $190 billion in assets under advisement, Meeder combines decades of investment expertise with an expanding suite of investment and liquidity management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

*Assets Under Advisement consist of $190 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2025.

This position is currently accepting applications.