About the role

Role Overview

Portfolio Manager (Fund of Funds) at Equi. You will report to the Chief Investment Officer and sit on the Investment Committee, with a leadership scope that includes manager evaluation, portfolio construction, and strategic capital allocation.

Key Responsibilities

Source, underwrite, and monitor hedge fund managers while contributing to portfolio construction and optimization decisions.
Conduct comprehensive due diligence on hedge funds, hybrid strategies, and private credit managers, including evaluation of:
- Investment edge
- Team quality
- Risk management
- Operational infrastructure
Lead and mentor a junior quant researcher:
- Set priorities
- Direct analytical projects
- Develop their capabilities
Contribute to capital allocation and strategic direction as the platform scales.

Requirements

5+ years of experience in hedge fund allocation (e.g., fund of funds, endowment/pension/family office) or senior advisory/consulting.
Deep understanding of hedge fund strategies and fund structures, including liquidity terms and operational requirements across:
- pooled vehicles
- SMAs
- swap structures
Strong AI proficiency, able to leverage AI tools to improve research, analysis, and workflow efficiency.
Knowledge of investment operations, including:
- subscription/redemption processes
- NAV reconciliation
- capital call management
- coordination with fund administrators and custodians
Experience with portfolio analytics, factor analysis, and performance attribution.
Strong portfolio risk management experience (stress testing, scenario analysis, managing through market stress and/or fund-level gates).
Strong liquidity management skills (redemption terms, notice periods, gates, lock-ups) to balance return and liquidity needs.
Excellent communication skills for articulating investment theses and risk considerations to sophisticated investors and internal stakeholders.

Nice-to-Haves

Trading experience, especially for portable alpha/overlay strategies.
Coding/data analysis experience.
Prior experience managing/mentoring junior team members.
CFA or CAIA designation.
Master’s degree in Finance, Economics, or related quantitative field.

Success Profile

A high-trajectory investment professional with a strong passion for investing and markets.
Demonstrated track record of successful manager evaluation and investment recommendations.

About Equi

Equi is a rapidly growing alternatives-focused firm. It builds differentiated products and platforms, specializing in investment management activities such as portfolio construction and manager evaluation across alternative strategies.

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