Portfolio Manager and Analyst

The Portfolio Manager and Analyst will lead the construction, oversight, and performance of an international equity portfolio across developed and emerging markets. This individual will generate differentiated investment insights, drive portfolio positioning consistent with the firm’s quality-growth philosophy and represent the strategy to internal and external stakeholders.

As an Analyst, the individual will conduct deep, bottom-up fundamental research to identify high-quality, sustainably growing companies across global markets. The Analyst’s contributions will be measured and rewarded objectively, based on the quality of recommendations and their subsequent performance, regardless of portfolio inclusion.

This role is ideal for a highly analytical, globally minded investor with a demonstrated ability to identify exceptional companies, think independently, manage a portfolio through multiple market environments, and engage with investment team members, fostering intellectual rigor and analytical excellence.

Required Qualifications

• 10+ years of experience in equity investing, including international large-cap equities.
• Experience within a high-quality, durable-growth, fundamental, long-horizon investment framework.
• Expertise in fundamental analysis, financial accounting, financial statement analysis/valuation, and competitive strategy.
• Current/Recent 5+ Year track record managing or co-managing portfolios.
• Demonstrated risk discipline (position sizing, drawdown management, exposure control).
• Clear, compelling (oral and written) communicator with experience engaging institutional clients and consultants.
• Advanced degree or CFA designation strongly preferred.

What We Offer

• Opportunity to contribute to a high‑quality, long‑term investment culture
• Competitive compensation and objective performance based incentives
• Support for continued professional development
• A collaborative, intellectually stimulating environment

The annual base salary range for this position is $300,000–$400,000. The firm’s total compensation program includes an annual base salary, an annual discretionary performance-based bonus, a remunerative long-term incentive plan, and a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) retirement plan; paid time off; a flexible spending account (FSA) program; and access to various wellness and employee assistance programs.

The actual base salary will be determined based on a variety of factors, including, but not limited to, relevant experience, skills, education, and other job‑related considerations.