Closes: Nov 5, 2021
Job Function: Portfolio Management: Equities
Industry Sector: Asset Management
Certifications: CFA Charterholder
Employment Type: Full Time
Education: Bachelors
Web Address: www.saw-grass.com

 

Position Summary

Sawgrass Asset Management is a 100% employee-owned investment management firm based in Jacksonville Beach, Florida. We are seeking an experienced portfolio manager to join our Large-Cap Growth equity team. Along with suitable investment experience, this individual must also be able to properly communicate our strategy to clients and prospects. Our equity team employs a risk conscious approach to growth investing whose hallmark is downside protection and efficient compounding of gains in the context of a rising market. The team is made up of a mix of professionals who thrive in a culture that fosters ingenuity through collaboration and transparency. Sawgrass offers top-notch benefits, and excellent professional and personal development opportunities. Relocation to Jacksonville, Florida would be required.

 

Responsibilities
  • Partner with PM/analysts using the Sawgrass model framework to:
    • Research portfolio candidates and holdings.
    • Oversee and manage client portfolios.
  • Collaborate with PM/analysts to:
    • Identify/deploy enhancements to current investment process.
    • Create/develop new, diversifying, revenue producing products.
  • Participate in internal investment policy discussions and decisions.
  • Lead meetings with clients, consultants, and prospects to communicate and explain portfolio performance, positioning, and the Sawgrass investment process.
  • Assist Sales and Marketing in new business efforts and current business defense, as needed.
  • Answer ad-hoc inquiries from clients, consultants, prospects and Sawgrass team members.

 

Qualifications
  • Minimum of 5-7 years professional experience in institutional portfolio management/analysis, 10 years preferred.
  • Demonstrated value added performance within the Large-Cap equity space versus benchmark(s).
  • Familiarity with quantitative structure and risk control platforms.
  • Intellectually curious. Innovative. Unafraid.
  • Demonstrates conviction, confidence and continuous improvement.
  • Willingness and ability to work in a team-first, collegial, and results-oriented environment.
  • Superior verbal and written communications skills.
  • Ability to conduct dynamic/personable meetings with clients/prospects.
  • Bachelor’s degree required; advanced degree preferred.
  • CFA required.
  • Proficient in FactSet and Excel.
  • Generalist.
  • Willingness to travel.

 

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Please send resume and cover letter to: equityjobs@saw-grass.com