Associate Portfolio Manager
Pinellas County, FL - USA
Job Summary
ARK Investment Management Is Hiring:
Associate Portfolio Manager
Who We Are
ARK is a global investment manager focused solely on investing in disruptive innovation that is changing the way the world works. Majority Owner Catherine D. Wood founded ARK in 2014 on the belief that innovation is key to growth. Rooted in over 40 years of experience ARK aims to identify large-scale investment opportunities in the public and private markets resulting from technological innovations centered around genome sequencing robotics artificial intelligence energy storage and blockchain technology. We invest in the leaders enablers and beneficiaries of disruptive innovation.
ARK manages and sub advises long-only global equity and digital asset portfolios across a variety of investment vehicles including a suite of exchange traded funds (ETFs) a venture fund mutual funds and separately managed accounts. Our investments are backed by an open research ecosystem designed to identify innovations with the potential for long-term growth. ARK has greater than$20 billionassets under management.
ARK is committed to ensuring equal employment opportunities for all employees and strives to maintain an environment free of discrimination based on race color religion gender national origin ancestry age disability genetic information military or veteran status marital status sexual orientation gender identity citizenship or any other protected category or characteristics as defined by federal state or local laws. If you want to learn more please visit ourPhilosophypage to understand how ARK differs from traditional investment firms. We also encourage you to meet theARK teamand follow us onX.
*This is a Full-Time position based in our St. Petersburg FL Corporate Office.
What You Will Do
The Associate Portfolio Manager(APM)will support the firms portfolio management team across multiple strategies and technologies. This role sits at the intersection of portfolio management research and client support. TheAPMwill work closely with three Portfolio Managers as well as Research TradingRiskCompliance and Distribution teams to ensure portfolios are well supported accurately implemented clearlycommunicated and aligned with ARKs long term investment philosophy.
This role offersclose proximityto investment decision making and portfoliomanagement. Growth in responsibility is earned throughdemonstratedjudgment execution and alignment with the firms values. A Portfolio Manager role is not guaranteed.
Your Responsibilities
Portfolio Support and Investment Process
- Participate in weekly stock meetings and produce concise summaries that reflect both decisions and underlying thinking.
- Generate trade ideas informed by research discussions market dynamics and portfolio exposures.
- Support portfolio reviews by documenting changes rationale and portfolio implications with accuracy and context.
- Prepare portfolio level commentary including monthly and quarterly updates that clearly articulate macro themes and company specific developments.
- Partner with Research Portfolio Management and Client Support teams to addressinvestment relatedinquiries with clarity and precision.
Portfolio Operations and Analytics
- Support trade execution workflows including trade entry documentation and post trade validation.
- Run andmaintainportfolio analytics and reporting across a global suite of portfolios.
- Proactively identify data reporting or process gaps and work collaboratively to resolve them.
- Contribute to workflow improvements and automation initiatives including the thoughtful use of AI tools.
Communication and Collaboration
- Prepare materials for client meetingsroadshows and in person engagements with attention to narrative and detail.
- Communicateportfolio changes clearly and consistently to internal stakeholders and distribution partners.
- Coordinate with distribution partners on meeting preparation presentations and territory support.
- Contribute to written research presentations and internal content that support the firms investment perspective.
- Support broader corporate initiatives and special projects as needed.
Who You Are
- You are motivated by long term technological progress and are curious about how innovation reshapes industries and markets.
- You are comfortable engaging with investment decisions that may differ from traditional benchmarks or consensus views grounding your thinking in first principles data and research.
- You can synthesize complex information into clearwell reasonednarratives that support decision making and communication.
- You are detail oriented organized and effective in a fast paced collaborative environment where priorities evolve.
- You communicate clearly and professionally and are comfortable working with data analytics tools and emerging technologies including AI.
Qualifications
- Bachelors degree in Finance Economics Accounting ora relatedfield.
- Approximately 5years of experience in investment management trading operations or financial services.
- CFA designation or progress toward the CFA Charter preferred.
- Strongunderstanding offinancial modeling and valuation skills.
- Advanced Excel and data management skills.
- Proficiencywith financial platforms such as BloombergFactSet and/orEnfusionis a plus
- Familiarity with ETFs mutual fundsand ordigital assets is a plus.
How to Apply
To learn more about what its like to work at ARK please visit Experience:
Manager
About Company
Research Product Engineer Who We Are: ARK is a global investment manager focused solely on investing in disruptive innovation that is changing the way the world works. Majority Owner, Catherine D. Wood, founded ARK in 2014 on the belief that innovation is key to growth. Rooted in ov ... View more