Position Information


Portfolio Manager

PORTFOLIO MANAGER

Full Time

,

Boston, MA


Trillium Asset Management, LLC1 (Trillium) offers investment strategies and services that seek to advance humankind towards a global sustainable economy, a just society, and a better world. For over 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership.  Trillium delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non?profit organizations with the goal to provide positive impact, long?term value, and ‘social dividends’ for investors.

Job Summary:

Portfolio Managers (PM) are responsible for contributing to the investment performance of Trillium by constructing, monitoring, and marketing ESG-integrated equity strategies with the assistance of Trillium’s team of equity research analysts, ESG and Advocacy specialists.

Duties and Responsibilities:

  • Part of PM team responsible for the day-to-day management of certain domestically focused and ESG strategies.

  • Acts independently within established Trillium investment policy guidelines for portfolio construction and ESG-integrated fundamental stock selection, including primary responsibility for compliance with strategy risk parameters and regulatory requirements.

  • Regularly and effectively interacts with the equity research, ESG and advocacy specialist teams on bottom-up idea generation, diligence, and ongoing assessment of active holdings

  • Actively supports strategy-level sales and marketing priorities and represents the firm as needed.

  • Reports to the firm’s Chief Investment Officer

Qualifications:

  • 10+ years of portfolio management experience, including an expertise in bottom-up, sector based primary equity research.

  • Demonstrated interest in ESG investing

  • CFA charter holder preferred

  • Clear and concise written and verbal communication skills

  • Ability to work in a team-based and goal-oriented environment

  • Competence with Microsoft Office, Bloomberg, FactSet and MSCI applications

Compensation:

Trillium Asset Management LLC provides a generous compensation package that includes 401(k) plan, profit sharing plan, group life, long-term disability, health, dental and vision insurance benefits, paid time off, parental leave, commuter benefit and performance-based bonus program. True to its mission, Trillium Asset Management LLC provides employees 4 paid days per year to volunteer and allows each employee to designate a $1,000 grant to a charitable organization of their choice.

Contact:

Please email cover letter and resume to: [email protected]

1 Owned by Australian based Perpetual Limited, Trillium independently operates its U.S. based investment management firm.

Trillium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

We will only consider applications with an attached professional resume and cover letter.

Position: Portfolio Manager
Organization: Trillium Asset Management
Location: Boston,  MA 
United States
Salary: $250,000+
Posting Start Date: 7/8/2024
Date Posted: 6/5/2024
Requirements
Status: This listing expires on: 7/20/2024
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Organization Information
Name:
Trillium Asset Management
Address:
1 Congress Street
Suite 3101
Boston,  MA 02114
United States
Email:
[email protected]
Phone:
Fax:
Contact:
John Stiles