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Posted a day ago
Portfolio Manager
ForteusPortfolio Manager – Blockchain Thematic Equities
Requirements
5+ years experience as Portfolio Manager or Senior Analyst, Expertise in equity financial analysis and valuation, Understanding of blockchain technology and market structure, Fluent English
Skills
Portfolio ManagementEquity ResearchBlockchain
About the role
About the Company
Forteus is the asset management division of Numeus Group, a diversified digital asset investment firm backed by Schroders plc. The team combines deep capital markets expertise with a conviction in the long-term significance of blockchain technology and digital assets.
Responsibilities
- Manage a discretionary equity portfolio with accountability for position sizing, sector exposure, and risk management
- Apply a rigorous bottom-up research process to evaluate publicly listed companies in the blockchain and digital asset ecosystem
- Generate high-conviction long ideas grounded in financial analysis and competitive positioning
- Develop investment theses supported by detailed financial modeling and valuation analysis
- Monitor portfolio holdings, industry developments, and market structure
- Produce high-quality investment memos and communicate recommendations to stakeholders
- Contribute to thematic research at the intersection of digital assets and traditional financial markets
Requirements
- 5+ years of experience as a discretionary Portfolio Manager or Senior Fundamental Research Analyst
- Demonstrable track record in a hedge fund, asset manager, or investment bank
- Deep expertise in equity financial analysis, valuation, and portfolio construction
- Strong understanding of blockchain technology and digital asset market structure
- Ability to articulate complex investment ideas clearly
- Fluent English
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Forteus · London
