Division: External Investments
Travel: 10–25%
Reports To: CIO / Head of Public Fixed Income
About the Role We are seeking a highly analytical and experienced investment professional to join our External Investments team as a Junior Portfolio Manager. This role supports portfolio construction, manager due diligence, and investment strategy across multiple asset classes, with a primary emphasis on Global Fixed Income and Absolute Return (hedge fund) strategies.
This position offers direct exposure to senior leadership and the Investment Committee, with meaningful responsibility in evaluating, recommending, and monitoring institutional investment strategies.
Key Responsibilities Investment Research & Due Diligence
- Monitor existing investment strategies and evaluate new opportunities
- Conduct in-depth qualitative and quantitative analysis of external asset managers
- Perform detailed due diligence on funds and co-investments
- Analyze macroeconomic trends and market cycles to inform portfolio decisions
- Prepare comprehensive investment memoranda and recommendations
- Support portfolio construction and allocation decisions
- Lead preparation of periodic portfolio reviews and Board materials
- Assist in developing tactical and strategic investment themes
- Maintain documentation and analysis within internal systems
- Serve as primary relationship contact for assigned external managers
- Conduct ongoing oversight focused on organization, investment process, portfolio fit, and risk-adjusted performance
- Coordinate with custodians, consultants, administrators, and internal Legal, Risk, and Accounting teams
- Support negotiation of investment management terms
- Bachelor’s degree in Finance, Accounting, Mathematics, Business Administration, or related field
- Minimum 7 years of experience in institutional asset management, consulting, banking, or financial services analytical roles
- Strong quantitative and financial modeling skills
- Advanced Excel and Microsoft Office proficiency
- Experience conducting manager research and investment analysis
- Excellent written and verbal communication skills
- MBA or other advanced degree
- CFA or CAIA designation
- Experience allocating capital to external managers across fixed income and/or hedge fund strategies
- Investment analysis and portfolio construction
- Manager evaluation and oversight
- Strategic thinking and macroeconomic awareness
- Executive-level presentation skills
- Strong collaboration and relationship management
- High level of professionalism and discretion
Estimated Min Rate: $140000.00
Estimated Max Rate: $200000.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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