Conusmer Portfolio Manager – L/S Equity

We are partnering with a high-performing hedge fund firm that is expanding its equities business and looking to appoint a Consumer Portfolio Manager in London. The successful candidate will take ownership of a Consumer strategy, leading investment activity across the sector and managing a fundamental equity long/short portfolio. The role offers meaningful capital from the outset, alongside the opportunity to increase the allocation and build a dedicated team over time. The firm has ambitious expansion plans, established infrastructure and genuine room for the incoming PM to develop a significant franchise. The opportunity Lead investment activity and sector coverage across the Consumer universe Manage a fundamental equity long/short portfolio focused on idiosyncratic alpha generation Take full ownership of idea generation, portfolio construction and risk management Access meaningful capital with the potential to scale based on performance Build out a dedicated team as the strategy develops Play an important role in the continued expansion of the wider equities business The profile Extensive experience investing across Consumer equities Existing Portfolio Manager, Sub-PM or exceptional senior analyst with the capability to assume portfolio responsibility Strong record of generating differentiated long and short ideas Deep understanding of Consumer companies, industry dynamics and the key drivers of earnings Disciplined and repeatable investment process Strong portfolio construction, position-sizing and risk-management capabilities Ability to generate consistent returns across different market environments Ambition to lead and build a significant Consumer franchise This is a rare opportunity within a well-resourced and expanding investment platform, with the capital, autonomy and institutional support required to build over the long term. All enquiries will be treated in the strictest confidence.