Portfolio Manager, Oil and Gas – Leverton Search

About the Opportunity

Key requirements:

• Lead fundamental research and portfolio construction for oil and gas equities, focusing on small and mid-cap opportunities.
• Generate and execute differentiated long and short investment ideas based on deep industry insight.
• Manage a concentrated book aligned with a conviction-driven, non-indexed strategy.
• Participate actively in a collaborative investment process with a team of experienced Portfolio Managers and Analysts.
• Engage with company leadership, industry experts, and peers to stay abreast of market developments.
• Monitor macroeconomic and sector-specific trends impacting the broader energy and commodity sectors.

Ideal Candidate

Ideal Candidate:

• Demonstrated success managing or co-managing a long/short equity portfolio, ideally with sector specialization in oil, gas, or energy-related industries.
• Consideration also given to Senior Analysts with experience running their own book and a strong track record of generating alpha.
• Strong analytical and modeling capabilities, with a passion for fundamental research.
• Independent thinker with high conviction and the ability to make decisions autonomously.
• Entrepreneurial mindset, comfortable operating in a lean, high-performance investment environment.
• Exposure to small and mid-cap equities and a long investment horizon is desirable.
• Previous buy-side experience preferred but not mandatory.

Eligibility

Due to the expected volume of applications, we may only be able to respond to candidates whose experience closely matches the requirements above.

Benefits

We are committed to promoting fairness and inclusivity throughout the recruitment process. If you require any accommodations or support, please let us know.