Portfolio Manager, L/S Low Net, Global Industrial / Healthcare
Portfolio Manager, L/S Low Net, Global Industrial / Healthcare
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Job Description
King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.
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About Your Company
Our client is a leading investment firm with a strong track record in fundamental equity strategies. Known for its rigorous research process and collaborative culture the firm manages concentrated highconviction portfolios across global markets. They are seeking an accomplished Portfolio Manager to lead a lownet long/short equity portfolio focused on global industrials or healthcare
About your role
- Lead a L/S book with a primary focus on:
- Industrials (e.g. machinery aerospace automation infrastructure) or
- Healthcare (e.g. pharma biotech medtech healthcare services).
- Generate alpha through bottomup stock selection thematic bets and catalystdriven trades while adhering to lownet exposure guidelines.
- Conduct deep fundamental research including financial modeling management meetings and supply chain/regulatory analysis.
- Partner with sector analysts to refine ideas and optimize portfolio construction (position sizing hedging risk/reward assessment).
- Clearly articulate investment theses and performance drivers to senior leadership and investors.
What you will need to succeed
- 10 years total experience in L/S equity investing with 2 years in a PM role (or equivalent autonomy over a sleeve of capital).
- Proven track record in either industrials or healthcare with audited returns strongly preferred.
- Global perspective (US Europe Asia) and ability to identify crossborder opportunities.
- Strong technical skills: valuation (DCF comps) forensic accounting and shortside analysis.
- CFA/MBA beneficial but not mandatory; intellectual curiosity and sector passion are critical.
How to Apply
Interested parties please send your CV directly to or apply directly.
Please note that only shortlisted applicants will be contacted.
Employment Type
Full Time
