Head of Portfolio Management

About ZigZag | Zbranek Investment and Advisory Group

ZigZag | Zbranek Investment and Advisory Group is a focused investment enterprise delivering customized portfolio and advisory services to a wide array of clients. The firm prioritizes disciplined portfolio construction, robust risk management, and long-term value growth across multiple asset categories. Combining thorough analytical techniques with a client-focused approach, the company aids individuals and institutions in achieving their financial goals. The work environment is professional and driven by performance, with key values including integrity, openness, and a commitment to ongoing enhancement.

Role Summary

The Head of Portfolio Management position is a remote, full-time role tasked with directing the firm’s investment portfolios while ensuring they align with client aims, risk limits, and market trends. This role involves steering portfolio strategies and asset allocations, tracking performance and risks, and executing data-informed changes to portfolio holdings. The position requires coordination with advisory, research, and operations teams to integrate market insights, customer requirements, and compliance standards into portfolio choices. Additionally, the role establishes and improves portfolio management frameworks, leads investment-related projects, and provides performance reports and recommendations to internal leaders and clients. The Head of Portfolio Management also mentors team members, applies portfolio governance best practices, and supports the company’s strategic planning efforts.

Qualifications and Requirements

• Extensive expertise in portfolio management and project portfolio oversight, handling diverse investment portfolios and associated projects.
• Strong analytical aptitude and sound financial knowledge to assess portfolio performance, manage risks, and enable informed decision-making.
• Skilled in program management for guiding investment initiatives, leading cross-team collaboration, and ensuring project deadlines are met.
• Excellent communication and presentation skills, capable of conveying complex investment ideas to both specialized and general audiences.
• Proven leadership capabilities, including team management, priority setting, and fostering continuous improvements in portfolio management processes.
• Proficiency with portfolio management platforms, financial modeling tools, and commonly used office productivity software.
• Appropriate educational background such as a bachelor’s or master’s degree in Finance, Economics, Business, or closely related disciplines; professional credentials like CFA, CAIA, or PMP are advantageous.
• Strong ethical principles, detail orientation, and capacity to work autonomously in a remote setup while effectively engaging with international collaborators.