About this opportunity
Arthrex lists this Manager - Family Office Public Equity and Debt Portfolio opportunity in naples, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Requisition ID: 67654
Title:
Manager - Family Office Public Equity and Debt Portfolio
Main Objective:
Lead activities related to the allocation and investment in liquid public securities, bonds, ETFs, derivatives, and mutual funds. Monitor and report on overall investment performance. Maximize risk-adjusted financial return for liquid securities portfolio.
Essential Duties and Responsibilities:
Performs all aspects of day-to-day management and oversight of public investment portfolios including portfolio construction, optimization, and investment selection within alignment to overall strategic asset allocation.
Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives.
Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies.
Maintain a current awareness of new investment strategies and instruments through regular contact with investment banks, industry professionals, family offices, and through personal research.
Partners with others within family office on investment strategy, strategic allocation, investment selection, due diligence, monitoring, and reporting.
Performs financial modeling, valuation analysis and synergy evaluation on potential and existing investment opportunities.
Creates and implements due diligence processes and documentation standards related to direct investment activities. Ensures such standards are met and maintained throughout the investment cycle.
Performs continuous review of all public investments, including benchmark analysis, industry review, valuation assessments, and performance to budget.
Participates in the development of portfolio asset allocation models at top and subordinate levels of the organizational chart.
Works directly with in-house tax professionals to ensure tax efficient trading of public securities.
Performs market research on areas where public investments are made or are being considered. Performs benchmark analysis on current and potential holdings. Assess market performance, trends, regulatory changes, M&A, etc. and reports on findings.
Manage and mentor investment analysts by assigning projects and tasks, setting realistic deadlines and monitoring performance.
Participates in investment review calls with investment bankers, outside consultants, attorneys, tax advisors, and other family office employees.
Education and Experience:
Bachelor’s degree required in Finance, Economics, Accounting, or related field required
CFA, or CFP designation preferred
10 years of Institutional or Ultra High End Individual Public Investment experience with AUM of $100MM or more required.
Minimum of five years in a leadership role including employee management.
Arthrex Benefits
Medical, Dental and Vision Insurance
Company-Provided Life Insurance
Voluntary Life Insurance
Flexible Spending Account (FSA)
Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness)
Matching 401(k) Retirement Plan
Annual Bonus
Wellness Incentive Program
Free Onsite Medical Clinics
Free Onsite Lunch
Tuition Reimbursement Program
Trip of a Lifetime
Paid Parental Leave
Paid Time Off
Volunteer PTO
Employee Assistance Provider (EAP)
All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other status protected by law.
Job Details
Date: Sep 10, 2026
Requisition ID: 67654
Salary Range:
Job title: Manager - Family Office Public Equity and Debt Portfolio
Accounting & Finance
Location: Naples, FL, US, 34108
Nearest Major Market: Naples
Job Segment: Market Research, Manager, Research, Marketing, Management
#J-18808-Ljbffr
Worksite address
naples, FL, 33939, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.