Equity Portfolio Manager

Institute of Project Management; Greater London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading financial services firm in Greater London is seeking an experienced Equity Portfolio Manager. The role requires managing equity portfolios with a focus on fundamental research and AI/ML techniques. Ideal candidates will have a strong understanding of equity markets and the ability to integrate data-driven insights for optimal investment performance. This position offers a unique opportunity to lead in developing advanced investment strategies.

Qualifications

• Experience in equity portfolio management is essential.
• Strong fundamental research skills needed.
• Experience using AI/ML in investment is a plus.

Responsibilities

• Manage and optimize equity portfolios per investment objectives.
• Make allocation decisions using fundamental and quantitative insights.
• Monitor portfolio performance and risk exposures.
• Implement buy/sell decisions and rebalance strategies.

Skills

Equity portfolio management

Fundamental research capabilities

AI/ML techniques

Analytical skills

Job description

• Location Greater London, England, United Kingdom

We are seeking an experienced Equity Portfolio Manager with strong fundamental research capabilities and demonstrated expertise in applying AI/ML techniques to investment processes. This role combines traditional portfolio management responsibilities with leadership in developing and integrating advanced data‑driven insights to enhance performance, risk control, and operational efficiency.

Responsibilities

• Manage and optimize long‑only and/or long/short equity portfolios in line with investment objectives and risk guidelines.
• Make allocation decisions based on fundamental research, quantitative signals, and thematic insights.
• Monitor portfolio performance, risk exposures, liquidity, and factor sensitivities.
• Implement disciplined buy/sell decisions and rebalance strategies.

About You

The ideal candidate brings a hybrid skill set: deep understanding of equity markets, rigorous analytical and research ability, and hands‑on experience leveraging artificial intelligence, machine learning, and alternative data in a professional investment environment.

• Experience in equity portfolio management
• Strong fundamental research capabilities

About Company

Company XYZ is a leading financial services firm specializing in innovative investment strategies and cutting‑edge technology solutions.