Quantitative Portfolio Manager

Overview

We are seeking a highly motivated Quantitative Portfolio Manager to join our Systematic Core Equity investment team. The successful candidate will participate in the development, implementation, and management of quantitative equity portfolios across institutional and retail investment strategies.  The team manages benchmark-oriented systematic equity portfolios that seek to deliver consistent excess returns through disciplined factor-based stock selection, portfolio construction, and risk management.

 

Working closely with senior portfolio managers, quantitative researchers, and implementation teams, this individual will contribute to alpha generation, portfolio construction, risk management, and investment innovation. The role is ideal for an investment professional with strong quantitative skills who is ready to assume greater ownership of portfolio outcomes while helping advance the firm's systematic investment capabilities.

 

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week.

 

Location(s): Charlotte, NC

Responsibilities

• Manage, optimize, and oversee on a day-to-day basis benchmark-relative quantitative equity portfolios with the objective of delivering consistent excess returns within defined risk, capacity, and client guidelines.
• Apply portfolio optimization techniques to balance alpha forecasts, risk objectives, turnover constraints, and transaction costs.
• Monitor portfolio performance, attribution, turnover, transaction costs, and implementation efficiency.
• Collaborate with quantitative researchers to develop, test, and evaluate new investment signals.
• Develop scalable portfolio management workflows and automation tools.
• Support institutional due diligence meetings and client presentations.
• Contribute to investment commentaries, white papers, and portfolio reviews.
• Serve as a subject matter expert regarding portfolio positioning, factor exposures, and investment process.

Qualifications

Required Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, Physics, or related quantitative discipline.
• 5-10 years of experience in quantitative investing, portfolio management, research, or systematic strategies.
• Strong understanding of equity markets, factor investing, portfolio construction, and performance attribution.
• Demonstrated experience with quantitative modeling and data analysis.
• Proficiency in Python, SQL, and experience with large financial datasets.
• Knowledge of portfolio optimization techniques and risk modeling frameworks.
• Strong analytical, problem-solving, and communication skills.
• Remain in stationary position for prolonged periods of time
• Operate computer programs and software
• Ability to communicate effectively with audiences in person and in electronic formats
• Day-to-day contact with others (co-workers and/or public)
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

• Master's degree or PhD in quantitative discipline.
• CFA designation.
• Experience with Axioma, Barra, FactSet, Bloomberg, or similar portfolio analytics platforms.
• Experience managing live investment portfolios.
• Familiarity with machine learning and alternative data applications in asset management.

 

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

Base Pay Range: $150,000 - $190,000

 

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

 

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Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status