Portfolio Manager

Forthlane Partners is an independent investment firm serving ultra-high-net-worth families, foundations, and institutions through an OCIO model. We build and manage institutional-grade portfolios across public and private markets, with a focus on capital preservation, global diversification, and long-term compounding. We are seeking a Portfolio Manager to join our investment team. This role sits at the intersection of portfolio construction, manager selection, and client portfolio management. The successful candidate will play a key role in driving investment outcomes while supporting a sophisticated client base. Role Summary This is a broad, high-responsibility role with exposure across asset allocation, fund and manager selection, private investments, and client portfolios. You will work closely with senior members of the investment team to support portfolio construction and ongoing investment management across multiple funds, SMAs, and special purpose vehicles. The role also includes direct involvement in client portfolios, including trading, liquidity management, and investment proposal development. Key Responsibilities Asset Allocation & Market Research

• Contribute to top-down asset allocation decisions across portfolios
• Develop and maintain views on global markets and asset classes
• Generate forward-looking return expectations and risk assessments
• Support macro and thematic research efforts

Portfolio & Investment Management

• Support the management of:

o pooled investment funds o special purpose vehicles (SPVs) o Client separately managed accounts (SMAs)

• Monitor ~30 external managers and ETF exposures across asset classes
• Conduct ongoing performance analysis and risk monitoring
• Assist in valuation of private investments

Manager Selection & Due Diligence

• Source and evaluate new investment opportunities across asset classes
• Conduct investment and operational due diligence on external managers and direct investments
• Build investment cases and present recommendations to the Investment Committee
• Maintain relationships with existing and prospective managers

Client Portfolio Management

• Analyze prospective client portfolios and support investment proposals
• Assist in the construction and rebalancing of client portfolios
• Execute trades and manage client liquidity needs
• Support preparation of quarterly and annual client reporting materials
• Participate in client meetings and ongoing portfolio discussions
• Handle ad hoc client requests and portfolio-related analysis

Trading & Implementation

• Execute trades across asset classes in line with portfolio strategy
• Manage portfolio rebalancing and cash flows
• Ensure accurate and timely implementation of investment decisions

Client Management & Capital Raising

• Manage client relationships and perform review meetings
• Attend networking sessions and make connections in an effort to raise money for the fund

Qualifications

• 8–10 years of experience in asset management, investment banking, consulting, or a family office / OCIO environment
• Experience managing an institutional style investment fund
• Strong understanding of multi-asset portfolios, including public and private markets
• Experience with manager selection and due diligence preferred
• Experience leading and investing in direct private transactions
• Trading experience in an institutional setting
• Demonstrated ability to analyze investments and synthesize complex information
• Strong attention to detail with high standards for accuracy
• Viewed as a thought leader in the investment community
• Comfortable operating in a fast-paced, entrepreneurial environment
• CFA designation
• Bachelors Degree minimum in a quantitative field (math, physics, engineering)
• Experience with alternatives (hedge funds, private credit, real assets, private equity)
• Familiarity with portfolio construction and risk management frameworks