JOB PURPOSE:
Responsible for the management of in-house equity portfolios and in-house fundamental equity research.
Essential Functions:
• Follow robust and repeatable portfolio construction process with well-defined risk controls and liquidity parameters;
• Make buy and sell recommendations for in-house portfolios;
• Conduct in-depth financial analyses and build sophisticated discounted cash flow models of portfolio companies;
• Incorporate fundamental, quantitative, macro and ESG insights as well as knowledge of derivatives and alternative strategies into day-to-day work and decision-making, team work and interactions;
• Perform fundamental and quantitative company, sector and industry analysis on prospective and existing portfolio holdings incorporating financial as well as environmental, social and governance (ESG) factors as warranted;
• Assemble and review data on companies within one or more sectors, conduct statistical analysis, complete studies of industry groups and individual securities;
• Attend industry conferences, follow sell-side research, communicate with managements of portfolio companies to inform and validate investment research;
• Contribute to macroeconomic discussions;
• Interact with Calvert Sustainability Research Department in the development of integrated ESG research and analyses for companies and industries;
• Interact with and provide insights for the equity trading team;
• Assist team in forming and expressing views on global sectors, industries, regions, countries, and markets;
• Provide support to sales and relationship management functions;
• Work with, motivate and mentor teams of analysts;
• Provide leadership in fostering industry best practices with respect to rigorous research, portfolio risk controls and compliance-centric culture.Working
Required Knowledge and Skills:
• Minimum of 10 years of experience as lead portfolio manager with experience in global equity and emerging markets equity and fundamental analysis of companies in the Information Technology and/or Health Care sectors;
• Advanced degree in Finance or Accounting required; MBA, CPA, CFA, or CFA candidacy strongly preferred;
• Proven investment track record;
• Experience with long/short and short selling strategies;
• Ability to manage a significant amount of equity assets;
• Ability to act independently with established investment guidelines and policies;
• Demonstrated interest in ESG integration approaches to investing;
• Ability to work in a fast-paced, team-oriented, collegial and collaborative environment;
• Focus on information sharing and continuous process improvement;
• Demonstrated ability to multi-task while being results oriented and entrepreneurial;
• Demonstrated excellent quantitative and qualitative research skills;
• Strong computer modeling skills required;
• General knowledge of securities laws and regulations;
• Excellent oral and written communication skills;
• Experience with customized separate account strategies a plus.
http://www.calvert.com/