Manager
Simple
Naples, Florida, United States
Posted 1 month ago · Confirmed live 8 hours ago
Skills this job asks for
- Due Diligence
- Financial Modeling
- Valuation
- Investment Management
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At a glance
- Type
- Full-time
- Level
- Mid level
- Experience
- 10+ years
- Work model
- Not stated
- Schedule
- Not stated
- Education
- Bachelor's degree
- Benefits
- Not stated
- Team
- Finance
Description
Arthrex's Naples family office is hiring a manager to lead allocation and investment across liquid public securities, bonds, ETFs, derivatives and mutual funds, with performance monitoring and risk-adjusted return ownership. Requires 10+ years' institutional or UHNW public-investment experience managing at least $100 million AUM, plus five years in a leadership role.
Lead activities related to the allocation and investment in liquid public securities, bonds, ETFs, derivatives, and mutual funds. Monitor and report on overall investment performance. Maximize risk-adjusted financial return for the liquid securities portfolio.
Key responsibilities: - Day-to-day management of public investment portfolios: construction, optimization, and investment selection aligned to strategic asset allocation - Develop, recommend, and direct investment programs to meet objectives - Partner within the family office on strategy, allocation, selection, due diligence, monitoring, and reporting - Financial modeling and valuation on potential and existing opportunities; due diligence standards for directs - Continuous review of public investments (benchmarks, industry, valuation, performance to budget) - Tax-efficient trading with in-house tax professionals - Manage and mentor investment analysts - Participate in investment review calls with bankers, consultants, attorneys, tax advisors, and family office staff
Required qualifications: - Bachelor's in Finance, Economics, Accounting, or related field - CFA, IA, or CFP preferred - 10 years institutional or ultra-high-end individual public investment experience with AUM of $100MM or more - Minimum five years in a leadership role including employee management
About Simple
Simple