Director of Portfolio Management

What you’ll do:

As a Director of Portfolio Management, you’ll be driving strategic growth of the Investments team by leading key initiatives and shaping investment direction. You’ll be a key member on an investment team dedicated to achieving world-class standards. More specifically you'll:

Lead and oversee portfolio management and operations across long-only, long-short equity, and multi-factor strategies.
Play a central role onboarding and managing systematic long short equity portfolios.
Support the design and implementation of UMH tax strategy
Collaborate with Investment Strategy and Research to evaluate risk exposures, factor performance, and turnover.
Partner with Investment Operations to solve complex custodian integrations and regulatory requirements.
Lead cross-functional projects to elevate client engagement and build scalable, repeatable operational frameworks
Proactively identify and highlight emerging risks. Maintain a strict adherence to trading and control standards, promptly escalating issues and leading root-cause analyses to drive timely remediation, client resolution, and stronger controls.
Drive multiple strategic cross-functional projects by researching the market and competitive landscape to deliver world-class products and services.
Show up for your teammates and contribute to a culture where everyone is empowered to do their best work
This position requires the candidate to obtain and pass the Series 65 examination within the first 90 days of employment, unless the license is already held prior to their start date.

Who you are:

You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:

We are In Service of others - our clients, our colleagues, the company, and the world.
We strive to be World Class - the best at what we do.
You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems.

You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team.

You can communicate clearly and concisely in a variety of mediums.

You operate with high integrity, doing the right thing when no one is looking.

You take a long-term view towards contributing to a strong team with a culture of feedback.

You’re passionate about positively impacting the future of our planet and humanity.

What you’ll bring to the table:

10+ years of experience in portfolio management, investments, or a related field
4+ years of experience specifically in quantitative portfolio management or research, with direct experience in tax aware long-short equity multi-factor strategies, required.
Oversee operational excellence across complex custodian integrations and regulatory requirements
Proactive oversight of portfolio and strategy level performance and attribution
Translate investment research and insights into actionable, systematic investment processes.
Cultivate and mentor investment talent, fostering a culture of accountability, collaboration, and continuous improvement across the investment team.
Clear, confident communication skills across multiple mediums
A collaborative team player who can juggle priorities and stay composed under pressure
The ability to thrive in a fast-paced environment, adapting quickly to shifting priorities without losing sight of the details that matter