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    Portfolio Manager - Sawgrass Asset Management, LLC

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    Marshay Hall
    Sawgrass Asset Management, a Florida-based investment management firm, is seeking an experienced portfolio manager to join their Large-Cap Growth equity team. The ideal candidate will have 5-7 years of portfolio management experience, strong communication skills to discuss strategy with clients, and a collaborative working style to contribute to the team's risk-conscious growth investing approach. Relocation to Jacksonville is required for this full-time position managing client portfolios and developing new investment products.

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    Portfolio Manager - Sawgrass Asset Management, LLC

    Uploaded by

    Marshay Hall
    30 views1 page
    Sawgrass Asset Management, a Florida-based investment management firm, is seeking an experienced portfolio manager to join their Large-Cap Growth equity team. The ideal candidate will have 5-7 years of portfolio management experience, strong communication skills to discuss strategy with clients, and a collaborative working style to contribute to the team's risk-conscious growth investing approach. Relocation to Jacksonville is required for this full-time position managing client portfolios and developing new investment products.

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    Portfolio Manager - Sawgrass Asset Management, LLC

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    Sawgrass Asset Management, a Florida-based investment management firm, is seeking an experienced portfolio manager to join their Large-Cap Growth equity team. The ideal candidate will have 5-7 years of portfolio management experience, strong communication skills to discuss strategy with clients, and a collaborative working style to contribute to the team's risk-conscious growth investing approach. Relocation to Jacksonville is required for this full-time position managing client portfolios and developing new investment products.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    30 views1 page

    Portfolio Manager - Sawgrass Asset Management, LLC

    Uploaded by

    Marshay Hall
    Sawgrass Asset Management, a Florida-based investment management firm, is seeking an experienced portfolio manager to join their Large-Cap Growth equity team. The ideal candidate will have 5-7 years of portfolio management experience, strong communication skills to discuss strategy with clients, and a collaborative working style to contribute to the team's risk-conscious growth investing approach. Relocation to Jacksonville is required for this full-time position managing client portfolios and developing new investment products.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    Portfolio Manager 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
    Employer: Sawgrass Asset downside protection and efficient compounding of gains in the context of a
    Management rising market. The team is made up of a mix of professionals who thrive in a
    Location: Jacksonville Beach, FL culture that fosters ingenuity through collaboration and transparency. Sawgrass
    Salary: Commensurate with offers top-notch benefits, and excellent professional and personal development
    experience opportunities. Relocation to Jacksonville, Florida would be required.
    Posted: Oct 5, 2021
    Closes: Nov 5,2021
    Responsibilities
    Job Function: Portfolio Management:
    Equities
    Industry Sector: Asset Management • Partner with PM/analysts using the Sawgrass model framework to:
    Certifications: CFA Charterholder o Research portfolio candidates and holdings.
    Employment o Oversee and manage client portfolios.
    Type: Full Time • Collaborate with PM/analysts to:
    Education: Bachelors o Identify/deploy enhancements to current investment process.
    o Create/develop new, diversifying, revenue producing products.
    Web Address: www.saw-grass.com • Participate in internal investment policy discussions and decisions.
    • Lead meetings with clients, consultants, and prospects to communicate
    Please send resume and cover letter to: and explain portfolio performance, positioning, and the
    Sawgrass investment process.
    [email protected] • 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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