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Portfolio Manager, Fund of Funds

EquiNew York (on-site)
On-site Full-time

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Experience Level

Experience

Qualifications

Qualifications- Bachelor's degree in Finance, Economics, or a related field.- At least 3-5 years of experience in investment management or a related field.- Strong analytical skills and experience with portfolio construction and risk management.- Excellent communication and leadership abilities.- Proficiency in financial modeling and analysis tools.

About the job

About Equi

Equi is a pioneering investment management firm dedicated to crafting institutional-quality alternative investment solutions. Our innovative business model not only features Equi-branded funds but also involves the creation of white label fund of funds products for leading independent multi-family offices and financial advisory firms across the nation. By merging profound manager selection expertise with advanced portfolio construction techniques, we deliver exceptional outcomes for our clients and partners. Currently, Equi is at a significant growth phase, experiencing rapid scaling of our assets under management (AUM). We've signed a Letter of Intent (LOI) to launch a new fund of funds product and anticipate further LOIs in the upcoming months. We are in the process of assembling a high-caliber team poised to grow with our platform and embrace increased responsibilities as we expand.

About the Role

We invite an ambitious investment professional with a true passion for investing to join Equi as we develop distinctive products within the alternative investment space. In this pivotal role, you will report directly to the Chief Investment Officer and take on a leadership position within the Investment Committee.

This position merges thorough manager due diligence with portfolio construction, risk management, and team leadership, providing a clear pathway to greater responsibility as the firm evolves.

You will collaborate closely with the CIO to source, assess, and oversee hedge fund managers while influencing portfolio construction and optimization decisions. Additionally, you will supervise a junior quant researcher, guiding analytical projects and fostering talent as we enhance our investment team. Equi engages managers via a combination of pooled funds, separately managed accounts (SMAs), and swap structures, necessitating adept navigation of various liquidity terms, transparency levels, and operational requirements. As a vital member of the Investment Committee, your input will directly impact capital allocation and strategic direction. This role presents a remarkable opportunity for a driven investment professional eager to contribute meaningfully to our mission.

Culture

At Equi, we foster a collaborative and transparent environment where healthy debate is essential to our success. Our flat organizational structure ensures that ideas prevail based on merit rather than seniority, and we expect every member of the investment team to engage actively in discussions. We cherish intellectual honesty, rigorous analysis, and the humility to adjust our perspectives when warranted by evidence.

About Equi

Equi is at the forefront of investment management, specializing in innovative alternative investment solutions. Our team is committed to achieving exceptional performance through strategic partnerships and expert fund management.

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