Great Value Hiring
Public-markets investment professional
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Public-Markets Investment Professional [$150/hr]
Experienced public-markets investment professional to lead the diagnosis of a public-markets portfolio, assess its positioning against current market conditions and relevant benchmarks, and develop practical recommendations covering asset allocation, fund and ETF selection, portfolio risk, rebalancing, and implementation
Role Responsibilities
- Evaluate holdings across public equities, fixed income securities, ETFs, funds, and other liquid investments
- Diagnose portfolio construction issues, concentration risks, asset-allocation gaps, and performance drivers
- Assess holdings against appropriate benchmarks and investment objectives
- Produce a structured market update covering relevant macroeconomic, sector, and asset-class developments
- Evaluate ETF and fund selection, including exposures, costs, liquidity, diversification, and suitability
- Develop evidence-based rebalancing recommendations
- Prepare clear implementation plans and proposed trade instructions
- Analyze performance, volatility, risk exposures, and benchmark-relative results
- Clearly document the reasoning supporting each recommendation
- Incorporate structured feedback from senior reviewers and iterate quickly on the work
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Good Candidature
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Approximately 8-10 years of professional public-markets investment experience
- Hands-on experience in portfolio management, asset allocation, ETF or fund selection, and portfolio-risk analysis
- Background at an institutional asset manager, Multi-Family Office, investment office, Hedge Fund, wealth manager, or comparable investment platform
- Experience as a Junior Portfolio Manager, Portfolio Manager, Investment Principal, Senior Investment Analyst, or similar professional is particularly relevant
- Strong understanding of public equities, fixed income, ETFs, funds, benchmarks, and portfolio implementation
- Experience producing market updates, portfolio diagnoses, rebalancing recommendations, and implementation plans
- Strong quantitative skills and proficiency with portfolio-performance and risk analysis
- CFA qualification is preferred but not required
- Exceptionally strong written communication and the ability to explain portfolio decisions with precision
- Detail-oriented, consistent, and comfortable having investment judgments reviewed and calibrated
- Prior experience with AI evaluation or structured investment-assessment projects is a plus
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location