Portfolio Manager (FINtech)

  • Empire Headhunters
  • Remote, OR, 97458
  • Full Time
  • Experienced

Posted on

Job Description:

Empire Headhunters are the hiring talent partner

Hiring company Sage Fusion/Investment Science are our portfolio startup (scale stage startup) Banking/FinTech/Asset Management



An artificial intelligence asset management platform for accredited investors.

There are no lockup periods, customers have custody of assets, and unique risk methodologies are provided by the platform.

We can easily identify investment trends to help individuals and companies maximize returns for capital preservation.

Designed to help individuals and companies maximize returns while providing transparency, liquidity and anonymity.

Corporate culture - remote + rewards for hard work, openness, plus flexibility.

If you don't love banking, technology, flexibility, this is probably not a great fit.


Job Title:

Portfolio Manager





Position Overview:

We are seeking an experienced Portfolio Manager with a proven track record of consistently outperforming the S&P 500 index. The ideal candidate will have at least 10 years of portfolio management experience and a deep understanding of the financial markets.

This is a unique opportunity to join our dynamic team and lead our investment strategies to deliver exceptional returns for our clients.



● Portfolio Management: Manage a diverse portfolio of assets, including equities, bonds, and other investment vehicles, with a focus on consistently exceeding the performance of the S&P 500 index.

● Investment Strategy: Develop and implement investment strategies that align with the company's goals and risk appetite while utilizing in-depth knowledge of the financial markets.

● Research and Analysis: Conduct thorough research and analysis of individual securities, industries, and market trends to identify investment opportunities and make informed decisions.

● Risk Management: Assess and manage portfolio risk through effective asset allocation, diversification, and ongoing monitoring of market conditions.

● Performance Tracking: Regularly monitor and evaluate the performance of the portfolio against relevant benchmarks, with a strong emphasis on outperforming the S&P 500 index.

● Client Relationship Management: Build and maintain strong relationships with clients, providing clear communication, regular updates on portfolio performance, and addressing any inquiries or concerns.

● Compliance and Regulations: Ensure compliance with all applicable laws, regulations, and internal policies, maintaining the highest standards of ethical conduct.


Requirements: MUST HAVE

● Proven Track Record: A minimum of 10 years of experience as a Portfolio Manager, consistently outperforming the S&P 500 index on an annual basis.

● Strong Financial Acumen: In-depth knowledge of financial markets, investment products, and portfolio management techniques.

● Analytical Skills: Demonstrated ability to conduct comprehensive research, analyze complex data, and make informed investment decisions.

● Risk Management Expertise: Proven ability to effectively manage portfolio risk and optimize asset allocation strategies.

● Performance Orientation: A results-driven mindset with a track record of delivering exceptional investment returns.

● Excellent Communication: Strong verbal and written communication skills, with the ability to articulate investment

strategies and complex financial concepts to clients and colleagues.

● Client Focus: Dedication to building and maintaining long-term client relationships, providing outstanding customer

service, and meeting client objectives.

● Compliance Mindset: Thorough understanding of regulatory requirements and a commitment to maintaining the highest ethical standards.



Professional Certifications: Preferred certifications include CFA (Chartered Financial Analyst) or an equivalent professional qualification.

Educational Background: Bachelor's degree in finance, economics, or a related field. Advanced degrees in finance or business administration are highly desirable.


If you are a highly skilled Portfolio Manager with a proven ability to consistently outperform the S&P 500 index, we invite you to apply for this exciting opportunity.

Join our team and make a significant impact on our clients' financial success.


Financial rewards: Trial to fulltime


August & September - Part time trial, attend a few calls (very high commission based)

October onwards - full time salary, full scope of role, open to salary discussion. The successful applicant will be fully rewarded to a high standard guaranteed.


Next steps:

Step 1

APPLY here with your updated resume


Step 2

Kellie will reach out to request your portfolio performance track record & cover letter highlighting your relevant experience and achievements (directly related your experience to the job description above).
Additionally she will share a few questions for you to answer and the founders background.


Step 3

Intro made to the founder to schedule a call


Turn around time

Approx 1-2 weeks from first call to hire

Company Description:
ROI is not limited to financial growth revenue💰 Your Human Capital, DEI & Guided Execution Play The Leading Roles 🔥 Cost-effective systems like expert tech training / DEI programs, and top quality human capital are massive contributors in retaining an effective, happy, skilled & productive employee culture. As the founding partner of a bootstrapped minority owned technology talent division (Empire Headhunters), and led by a former Marine & awarded headhunter, we lived through the unrealistic high costs gap for startups & SMB outsourcing their unique talent needs. We close that gap and make outsourcing effective & affordable for these startups!👌🏼 We also have the added bonus of having direct access on your behalf to our parent (Reciprocity ROI LLC), where where provide the wide range of resources needed to support your journey from concept to exit in the startup space.👌🏼 Delivering talent services in emerging tech, from Inception to exit in the US, UK & IRE