Portfolio Manager, Fund of Funds

About the Company

Equi is an investment management firm building institutional-quality alternative investment solutions. We operate a unique business model, offering Equi-branded funds and white label fund of funds products for top independent multi-family offices and financial advisory firms.

Responsibilities

• Lead comprehensive due diligence on hedge funds, hybrid strategies, and private credit managers
• Source proprietary deal flow through industry relationships and systematic market mapping
• Own the portfolio risk function, including factor exposure analysis and concentration monitoring
• Design and execute stress testing scenarios and liquidity stress tests
• Manage liquidity across pooled funds, SMAs, and swap exposures
• Manage and mentor a junior quant researcher
• Serve as a member of the Investment Committee contributing to portfolio construction and risk budgeting

Requirements

• 5+ years of experience in hedge fund allocation (fund of funds, endowment, pension, or family office)
• Deep understanding of hedge fund strategies, fund structures, and liquidity terms
• Experience with portfolio risk management and stress testing methodologies
• Knowledge of investment operations including subscription/redemption processes and NAV reconciliation
• Experience with portfolio analytics, factor analysis, and performance attribution
• Prior experience managing or mentoring junior team members
• Strong AI proficiency to enhance research and workflow efficiency
• Strong analytical capabilities and communication skills

Preferred Qualifications

• Master's degree in Finance, Economics, or a related quantitative field
• CFA or CAIA designation
• Trading experience, particularly for management of portable alpha or overlay strategies
• Coding or data analysis experience