Senior Portfolio Manager
An investment management company serving institutional investors, workplace retirement plans, financial intermediaries and their clients, Calvert Investments offers more than 40 equity, bond, cash, and asset allocation strategies, of which many feature integrated environmental, social, and governance research. By combining rigorous analysis with independent thinking, our disciplined approach to money management goes beyond traditional factors in order to discover investment opportunities with greater long-term potential.
As a company, Calvert is actively committed to transparency and corporate responsibility as a core value—both inside and out. At Calvert, we value a diverse workforce and seek to represent the diversity of the Washington, D.C., metropolitan area among our associates. Calvert provides its employees with a flexible, benefit-rich, family-friendly work environment to promote a healthy work-life balance. We also encourage community involvement and volunteer activities, and have strong corporate philanthropy policies that provide financial assistance to many local charities and community institutions.
JOB PURPOSE:
Responsible for the oversight of derivative hedging strategies including volatility overlay and similar approaches, as well as in-house fundamental equity research and management of in-house equity portfolios.
Essential Functions:
- Oversee derivative hedging strategies, including volatility overlay and similar approaches, and other investment strategies;
- Conduct in-depth financial analyses and build sophisticated discounted cash flow models of portfolio companies;
- Incorporate fundamental, quantitative, macro and ESG insights as well as knowledge of derivatives and alternative strategies into day-to-day work and decision-making, team work and interactions;
- Perform fundamental and quantitative company, sector and industry analysis on prospective and existing portfolio holdings incorporating financial as well as environmental, social and governance (ESG) factors as warranted;
- Make buy and sell recommendations for in-house portfolios;
- Follow robust and repeatable portfolio construction process with well-defined risk control and liquidity parameters;
- Assemble and review data on companies within one or more sectors, conduct statistical analysis, complete studies of industry groups and individual securities;
- Attend industry conferences, follow sell-side research, communicate with managements of portfolio companies to inform and validate investment research;
- Contribute to macroeconomic discussions;
- Interact with Calvert Sustainability Research Department in the development of integrated ESG research and analyses for companies and industries;
- Interact with the provide insights for the equity trading team;
- Assist team in forming and expressing views on global sectors, industries, regions, countries, and markets;
- Provide support to sales and relationship management functions;
- Work with, motivate and mentor teams of analysts;
- Provide leadership in fostering industry best practices with respect to rigorous research, portfolio risk controls and compliance-centric culture.
Required Knowledge and Skills:
- Minimum of 10 years of experience as lead portfolio manager;
- Advanced degree in Finance or Accounting required; MBA, CPA, CFA, or CFA candidacy strongly preferred;
- Proven investment track record;
- Significant exposure to or experience in management of more complex, alternative equity strategies, including but not limited to long-short and derivative strategies;
- Ability to manage a significant amount of equity assets;
- Ability to act independently with established investment guidelines and policies;
- Demonstrated interest in ESG integration approaches to investing;
- Ability to work in a fast-paced, team-oriented, collegial and collaborative environment;
- Focus on information sharing and continuous process improvement;
- Demonstrated ability to multi-task while being results oriented and entrepreneurial;
- Demonstrated excellent quantitative and qualitative research skills;
- Strong computer modeling skills required;
- General knowledge of securities laws and regulations;
- Excellent oral and written communication skills;
- Experience with customized separate account strategies a plus.
It is the policy of Calvert Investments to provide equal employment opportunity to all applicants for employment, without regard to race, color, religion, sex, age, national origin, veteran's status, disability, sexual orientation, or gender identity or expression.
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