Requisition ID: 67654
Title:Manager - Family Office Public Equity and Debt Portfolio
Main Objective: Lead activities related to the allocation and investment in liquid public securities, bonds, EFTs, derivatives, and mutual funds. Monitor and report on overall investment performance. Maximize risk-adjusted financial return for liquid securities portfolio.
Essential Duties and Responsibilities:- Performs all aspects of day-to-day management and oversight of public investment portfolios including portfolio construction, optimization, and investment selection within alignment to overall strategic asset allocation.
- Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives.
- Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies.
- Maintain a current awareness of new investment strategies and instruments through regular contact with investment banks, industry professionals, family offices, and through personal research.
- Partners with others within family office on investment strategy, strategic allocation, investment selection, due diligence, monitoring, and reporting.
- Performs financial modeling, valuation analysis and synergy evaluation on potential and existing investment opportunities.
- Creates and implements due diligence processes and documentation standards related to direct investment activities. Ensures such standards are met and maintained throughout the investment cycle.
- Performs continuous review of all public investments, including benchmark analysis, industry review, valuation assessments, and performance to budget.
- Participates in the development of portfolio asset allocation models at top and subordinate levels of the organizational chart.
- Works directly with in-house tax professionals to ensure tax efficient trading of public securities.
- Performs market research on areas where public investments are made or are being considered. Performs benchmark analysis on current and potential holdings. Assess market performance, trends, regulatory changes, M&A, etc. and reports on findings.
- Manage and mentor investment analysts by assigning projects and tasks, setting realistic deadlines and monitoring performance.
- Participates in investment review calls with investment bankers, outside consultants, attorneys, tax advisors, and other family office employees.
Education and Experience:- Bachelor's degree required in Finance, Economics, Accounting, or related field required
- CFA, or CFP designation preferred
- 10 years of Institutional or Ultra High End Individual Public Investment experience with AUM of $100MM or more required.
- Minimum of five years in a leadership role including employee management.
Arthrex Benefits- Medical, Dental and Vision Insurance
- Company-Provided Life Insurance
- Voluntary Life Insurance
- Flexible Spending Account (FSA)
- Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness)
- Matching 401(k) Retirement Plan
- Annual Bonus
- Wellness Incentive Program
- Free Onsite Medical Clinics
- Free Onsite Lunch
- Tuition Reimbursement Program
- Trip of a Lifetime
- Paid Parental Leave
- Paid Time Off
- Volunteer PTO
- Employee Assistance Provider (EAP)
Job DetailsDate: Sep 10, 2026
Requisition ID: 67654
Salary Range:
Job title: Manager - Family Office Public Equity and Debt PortfolioAccounting & Finance
Location:
