Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related field required.
Relevant professional designation (MBA, CFA, or CMT) strongly preferred.
Minimum of 15 years of progressive investment management experience across multiple asset classes.
Demonstrated experience managing mutual funds or multi-asset strategies.
Prior experience leading investment professionals and overseeing investment activities.
Experience with quantitative investment methodologies and risk modeling.
Proficiency with institutional investment platforms and research tools, including Bloomberg.
Responsibilities
Lead and develop the Meeder Fund's investment team, focusing on Equity and Fixed Income portfolio management.
Serve as a named Portfolio Manager, overseeing daily fund management and risk exposures.
Provide oversight for quantitative models and tactical asset allocation in collaboration with the Director of Quantitative Research.
Ensure consistency in portfolio management for non-proprietary portfolios with the firm's investment process.
Monitor portfolio risk, performance attribution, and compliance with fund guidelines.
Analyze macroeconomic and capital market issues impacting investment portfolios.
Contribute to client communication through written commentary and participate in advisor meetings.
Benefits
Comprehensive health insurance options.
Retirement savings plan with company match.
Professional development opportunities.
Flexible work arrangements.
Generous paid time off policy.
Full Job Description
Category Investments
Description
Role Overview
Sr Portfolio Manager will lead a five-person team responsible for the Meeder Funds ($3+ billion in assets) and serve as a named Portfolio Manager alongside the Chief Investment Officer. This role will provide oversight of the portfolio management and quantitative research that drive the Meeder Funds and the firm's non-proprietary portfolios, and will lead, supervise, and develop Equity and Fixed Income Portfolio Management and Quantitative Research. Working in close partnership with the Chief Investment Officer, the Head of Portfolio Management will ensure disciplined, repeatable investment processes, contribute to the firm's investment thought leadership, and support Meeder's growth through written commentary, advisor and client meetings, and intermediary due diligence.
Primary Responsibilities
Lead, supervise, and develop the Meeder Fund's investment team, including Equity and Fixed Income portfolio management and Quantitative Research.
Serve as a named Portfolio Manager on the Meeder Funds and oversee day-to-day fund management, including positioning, risk exposures and implementation.
Provide oversight of the development, enhancement, and ongoing review of all quantitative models and factor-related decisions, including the tactical asset allocation model (TAM), global allocation (U.S., developed international, and emerging markets), equity selection and style models, and fixed income models, in partnership with the Director of Quantitative Research.
Oversee the portfolio management process for the firm's non-proprietary portfolios, ensuring consistency with the firm's models and investment process.
Monitor portfolio risk, performance attribution, and adherence to fund prospectus guidelines and investment restrictions, working with Compliance and Operations as needed.
Analyze and monitor critical macroeconomic and capital market issues for their potential impact on investment portfolios.
Contribute to the firm's client communication process, including written fund commentary, market updates, and other thought leadership content.
Participate in advisor and client meetings, as well as intermediary, platform, and advisor due diligence processes for the Meeder Funds.
Position Requirements
Qualifications and Experience
Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative or technical discipline required.
Relevant professional designation, such as an MBA, CFA, or CMT, strongly preferred.
Minimum of 15 years of progressive investment management experience across multiple asset classes, including significant portfolio management responsibilities.
Demonstrated experience managing mutual funds or comparable multi-asset strategies, including portfolio construction, implementation, and day-to-day investment decisions.
Prior experience leading investment professionals and providing oversight across investment activities and portfolio responsibilities.
Experience with quantitative investment methodologies, tactical asset allocation, factor research, portfolio risk analysis, and risk modeling.
Proficiency with institutional investment platforms and research tools, including Bloomberg, S&P Capital IQ, and risk modeling applications; Bloomberg AIM experience preferred.
Skills & Competencies
People Leadership: Builds a high-performing investment team through clear expectations, accountability, coaching, mentorship, and ongoing professional development.
Investment Judgment: Demonstrates sound judgment and disciplined decision-making while evaluating complex investment opportunities, risks, and changing market conditions.
Strategic Thinking: Connects macroeconomic developments and market dynamics to broader investment strategy and portfolio considerations.
Strategic Partnership: Operates as a trusted, hands-on partner to the Chief Investment Officer, contributing thoughtful perspectives while effectively executing established investment priorities.
Communication & Influence: Clearly articulates complex financial and quantitative concepts to advisors, clients, due diligence teams, and internal stakeholders.
Execution & Prioritization: Effectively manages competing priorities and time-sensitive decisions while maintaining accuracy, organization, and attention to detail.
