Fractional Portfolio Manager

Job Summary

To support a curated network of clients in the alternative investment industry, the remote Fractional Portfolio Manager will provide expert consulting on portfolio management, investment strategies, and performance analysis on a contract basis.

Key responsibilities

• Manage and oversee investment portfolios, including optimization, selection, and risk management
• Analyze and develop investment programs to achieve client objectives while maintaining compliance with regulatory standards
• Provide in-depth analysis and reporting on individual investments and overall portfolio performance to clients

Required qualifications

• Minimum of a Bachelor's Degree in Accounting, Finance, Business Administration, or a related field; CFA designation preferred
• At least 10 years of specific portfolio management experience with a proven record of meeting investment performance objectives
• 5+ years of experience as an analyst or extensive industry experience with a deep understanding of trading
• Strong knowledge of asset allocation, portfolio construction, and risk management principles
• Proficiency in financial software and tools such as Morningstar Direct, Bloomberg, and Microsoft Office