Portfolio Management Lead

Cache is redefining how investors manage concentrated stock wealth . We build investment products that help people diversify large stock positions through efficiencies in structuring, operations, and distribution. Our flagship Cache Exchange Fund enables investors to diversify concentrated equity positions without triggering taxes by pairing institutional-quality design with technology-driven execution.

In 18 months, we have grown to more than $875M in assets, are scaling profitably, and have earned the trust of financial professionals nationwide. We are backed by top‑tier VCs and more than 75 angels from Silicon Valley and Wall Street. Our clients include individual investors, RIAs, family offices, and institutional partners.

The Role

We are seeking a Portfolio Management Lead for our investment team. Working closely with the Head of Investments, this individual will oversee the portfolio management function for our exchange funds, ensuring the highest standards of rigor and maintaining the trust of our growing client base.

Additionally, the individual will be deeply involved in developing new products for concentrated stockholders. This role involves close collaboration across product, marketing, operations, and business development teams, with responsibilities spanning strategic planning, portfolio management, portfolio construction, risk management, quantitative analysis, and investment research.

The ideal candidate is a deep thinker in equities portfolio management, with a strong ability to own and execute on investment strategy and the confidence to engage effectively with internal and external stakeholders. Success in this role requires a results‑driven mindset, direct execution capabilities, and the ability to foster collaboration across teams.

What you’ll do

Portfolio Management and Risk

• Manage the exchange fund portfolios and maintain alignment with investment objectives.
• Build and maintain risk management, portfolio construction, and rebalancing processes.
• Apply long and short equity strategies, hedging methods, derivatives, and other tools where appropriate.

New Product Development

Research and Idea Generation

Thought Leadership and Client Support

Culture and Collaboration

What you bring

Experience

Mindset

Education

What Cache Offers

If you thrive where clarity, speed, and ownership matter, and want to build a category‑defining investment platform, this role puts you at the center of Cache’s most important work.

Seniority Level : Mid‑Senior level

Employment Type : Full‑time

Job Function : Finance and Sales

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