Portfolio Manager

Trillium Asset Management is an investment management firm with $6.2 billion in assets under advisement as of December 31, 2024. Trillium offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For over four decades the firm has been at the forefront of sustainable and responsible investing. Trillium uses a holistic, fully integrated investment process to uncover compelling long-term investment opportunities. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal of providing a positive impact while meeting the financial needs of our clients.

Job Summary:

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

Duties and Responsibilities:

• Responsible for the day-to-day management of the Trillium domestic equity strategies.
• Acts independently within established Trillium investment process for portfolio construction and sustainable and responsible stock selection, including primary responsibility for compliance with strategy risk parameters and regulatory requirements.
• Regularly and effectively interacts with the equity and ESG research analysts, and advocacy specialist teams on bottom-up idea generation, diligence, and ongoing assessment of active holdings.
• Engage with clients, prospects, and consultants to articulate investment philosophy, performance, and market outlook, supporting sales and marketing initiatives.
• Provides mentorship to research analysts.
• Represent the firm in industry conferences, media engagements, and client events to strengthen brand presence and thought leadership.
• Collaborate with senior members of the investment team on enhancements to the firm’s investment processes as necessary.
• Reports to the firm’s Chief Investment Officer.

Qualifications:

• 15+ years of industry experience, including expertise in bottom-up, sector based primary equity research, portfolio construction and risk management.
• Demonstrated experience in sustainable and responsible investing• CFA charter holder.
• Clear and concise written and verbal communication skills.
• Proven collaboration skills and genuine interest in working in a team environment.
• Competence with Microsoft Office, Bloomberg, FactSet and MSCI applications.

Compensation:‍

Trillium Asset Management LLC provides a generous, compensation package that includes 401(k), profit sharing plan, group life, long-term disability, health, dental and vision insurance benefits, paid time off and performance-based bonus program.

Among Trillium’s core values is a deep commitment to Justice, Equity, Diversity, and Inclusion (JEDI). We seek to reflect these values in everything we do: From how we build investment strategies and engage companies, to how we serve our clients, and how we work with each other and conduct the day-to-day business of running a financial services firm. Since our founding over 40 years ago, Trillium has sought to build teams across our organization that represent a wide spectrum of lived experiences. Trillium Asset Management, LLC 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.