Equity Portfolio Manager – Emerging Markets

We have been mandated by a top-performing hedge fund with a strong multi-year track to advise on the hiring a Portfolio Manager into their London-based EM equities team. The firm has grown materially in AUM and continues to invest in its senior investment talent as part of a broader and considered expansion of the platform. It is a well-run, collegiate environment with genuine momentum behind it. What the role involves Assume direct ownership of a long/short EM equity book, with meaningful discretion over portfolio construction, position sizing, risk management and trade executionOriginate long and short investment ideas across LATAM, CEEMEA and/or APAC, working alongside other senior portfolio managers and investment staffDevelop and defend independent views on business quality, capital allocation and valuation through deep fundamental and relative value analysis across a broad EM equity universeBuild and maintain detailed financial models incorporating company-level, sector and macro inputs across relevant geographiesMaintain an active dialogue with company management teams, sell-side contacts and local market participants to source and rigorously test investment theses Who we are looking for A portfolio manager or senior analyst with a clear and demonstrable track record running or contributing to a long/short EM equity book across LATAM, CEEMEA and/or APACStrong fundamental analytical foundations, including detailed financial modelling, accounting scrutiny and valuation across a range of listed EM equity situationsA coherent and well-tested framework for identifying deep value or event-driven opportunities, with a history of getting ahead of market mispricingsAccustomed to operating with significant autonomy and conviction within a lean, senior-led teamExisting networks across EM corporates, advisors and local market contacts across one or more of LATAM, CEEMEA and/or APAC viewed favourably