drjobs Portfolio Manager, Portfolio Solutions

Portfolio Manager, Portfolio Solutions

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1 Vacancy
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Job Location drjobs

Boston - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Acadian Asset Management is a global systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston with locations in Singapore London and Sydney we manage over $120 billion on behalf of leading institutions worldwideincluding pension funds endowments foundations and sovereign wealth funds. We harness advanced technology rich datasets and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.

What sets Acadian apart is our people. We foster a collaborative intellectually curious environment where ideas are tested diverse perspectives are welcomed and innovation thrives. Were united by a shared purpose: delivering effective client outcomes and supporting one another in work thats both challenging and rewarding. We offer a flexible hybrid work environment strong benefits and a casual but focused office cultureall designed to support the meaningful collaborative work that defines Acadian.

Position Overview:

We are seeking a Portfolio Manager Portfolio Solutions to join our Equity Portfolio Management (EPM) team. This is a high-visibility role at the intersection of portfolio management client delivery and operational innovation. Youll take ownership of the processes and tools that directly shape the institutional client experience including investment simulations PM inquiry responses onboarding new accounts and supporting strategy documentation. Youll work cross-functionally with investment data legal and client service teams while also helping enhance the internal infrastructure that enables scalable and differentiated client engagement. This is an outstanding opportunity for someone who brings investment fluency strong coordination skills and a passion for building scalable tech-enabled workflows in a collaborative intellectually curious environment. Acadian supports a hybrid work environment employees are on-site in the Boston office 3 days a week.


What Youll Do:

Innovation Investments and Growth

  • Build understanding of the Acadian equity investment process and act as the first point of contact for the PM team across the organization.
  • Develop new and enhance existing tools used to visualize data and information to facilitate investment insights for all aspects of the investment process (simulations portfolio oversight research).
  • Rethink and refine the current workflow process detailed below.

Process & Platform Stewardship

  • Manage internal PM tools and workflows including PMR (Portfolio Management Request) queue oversight system administration and process documentation.
  • Act as the central coordinator for client onboarding processes partnering closely with Sales Legal Ops and Compliance to ensure new mandates are set up efficiently and accurately.
  • Participate in the quarterly rollout process for model and process enhancements ensuring clarity coordination and visibility across teams.

Cross-Functional Coordination

  • Serve as the primary point of contact between the PM team and internal stakeholders including Client Communications Investment Analytics and Data Product Marketing and Compliance.
  • Coordinate recurring client-facing deliverables (e.g. quarterly commentary) collaborating across departments to ensure delivery quality and compliance.

Simulation Oversight

  • Oversee simulation workflows ensuring timely delivery of high-quality analytics that support strategic client conversations.
  • Coordinate with other teams to maintain and refine simulation workflows and templates with an eye toward transparency scalability and integration into client conversations.

Documentation & Knowledge Management

  • Promote documentation discipline and proactive knowledge transfer. Maintain and evolve strategy documentation onboarding protocols and cross-functional processes.
  • Ensure team-wide clarity on process ownership and system access enabling stronger handoffs and better continuity in support of client-facing work.

Client Reporting & Marketing Coordination

  • Manage inputs and timelines for quarterly reporting processes including coordination of EPM updates and commentary submissions to Client Comms.
  • Own the annual update and delivery of data-driven marketing content such as strategy metrics and stylized stock examples used in client materials.

Were Looking for Teammates With:

  • Bachelors degree in Quantitative Finance Computer Science Mathematics Statistics or a related STEM field.
  • 8-12 years of experience in investment operations client onboarding internal product/project management or a cross-functional delivery role in asset management.
  • Strong understanding of institutional investment processes including portfolio construction client guidelines and implementation workflows.
  • Proven experience managing and developing team members and delegating responsibilities effectively.
  • Familiarity with key tools and systems (e.g. Confluence Salesforce Python Git project management platforms) and comfort interfacing with IT/data teams.
  • Strong communication and coordination skillsable to work across investment and non-investment functions to drive outcomes.
  • Enthusiasm for improving how teams operate bringing fresh ideas operational discipline and a collaborative spirit.


Required Experience:

Manager

Employment Type

Full Time

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