Manager - Family Office Public Equity and Debt Portfolio

About the Position

Join Arthrex as a Manager, Family Office Public Equity and Debt Portfolio, where you’ll play a key role in managing and growing a sophisticated investment portfolio. It’s an exciting opportunity for an experienced investment professional who combines strong public market expertise with disciplined portfolio management, analytical rigor, and a long-term investment mindset-all within the unique environment of Arthrex.

Main Objective

Lead activities related to the allocation and investment in liquid public securities, bonds, ETFs, derivatives, and mutual funds. Monitor and report on overall investment performance. Maximize risk-adjusted financial return for the liquid securities portfolio.

Responsibilities

• Perform all aspects of day-to-day management and oversight of public investment portfolios including portfolio construction, optimization, and investment selection within alignment to overall strategic asset allocation.
• Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives.
• Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies.
• Maintain a current awareness of new investment strategies and instruments through regular contact with investment banks, industry professionals, family offices, and through personal research.
• Partner with others within the family office on investment strategy, strategic allocation, investment selection, due diligence, monitoring, and reporting.
• Perform financial modeling, valuation analysis, and synergy evaluation on potential and existing investment opportunities.
• Create and implement due diligence processes and documentation standards related to direct investment activities. Ensure such standards are met and maintained throughout the investment cycle.
• Perform continuous review of all public investments, including benchmark analysis, industry review, valuation assessments, and performance to budget.
• Participate in the development of portfolio asset allocation models at top and subordinate levels of the organizational chart.
• Work directly with in-house tax professionals to ensure tax-efficient trading of public securities.
• Perform market research on areas where public investments are made or are being considered. Perform benchmark analysis on current and potential holdings. Assess market performance, trends, regulatory changes, M&A, etc., and report on findings.
• Manage and mentor investment analysts by assigning projects and tasks, setting realistic deadlines, and monitoring performance.
• Participate in investment review calls with investment bankers, outside consultants, attorneys, tax advisors, and other family office employees.

Requirements

• Bachelor’s degree required in Finance, Economics, Accounting, or related field.
• CFA, or CFP designation preferred.
• 10 years of Institutional or Ultra High End Individual Public Investment experience with AUM of $100MM or more required.
• Minimum of five years in a leadership role including employee management.

We Offer

• Medical, Dental, and Vision Insurance
• Company-Provided Life Insurance
• Voluntary Life Insurance
• Flexible Spending Account (FSA)
• Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness)
• Matching 401(k) Retirement Plan
• Annual Bonus
• Wellness Incentive Program
• Free Onsite Medical Clinics
• Free Onsite Lunch
• Tuition Reimbursement Program
• Trip of a Lifetime
• Paid Parental Leave
• Paid Time Off
• Volunteer PTO
• Employee Assistance Provider (EAP)

About the Company

Making People Better at Arthrex

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Job Details

• Date: Oct 9, 2026
• Requisition ID: 67654
• Salary Range: Not specified
• Location: Naples, FL, US, 34108
• Nearest Major Market: Naples
• Job Segment: Market Research, Manager, Marketing, Research, Management

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other status protected by law.