Step into a pivotal role at Purpose Investments as a Portfolio Manager overseeing the Steadyhand and Harness wealth platforms. Manage over $3.5 billion in AUM with full authority on fund construction.
This position demands a strong investment background and the ability to make nuanced portfolio decisions supporting a client-centric approach. You will oversee both the Founders and Builders funds while ensuring alignment with Purpose's strategic objectives. Your expertise in communication will be vital as you partner closely with advisers and other stakeholders in this hybrid work environment.
Key Responsibilities:
• Guide platform-wide PM accountability across all solutions
• Lead construction and management of Founders and Builders funds
• Align model portfolios with Purpose’s house view
• Govern third-party sub-advisor performance effectively
• Advocate and communicate decisions clearly to clients
Requirements:
• Solid investment background required
• Exceptional communication and public speaking skills
• Experience in managing portfolios directly
• Ability to handle accountability for entire platform
• Adaptability to AI-assisted investment monitoring
Elevate your career managing significant AUM and driving cutting-edge investment solutions at Purpose Investments.
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