Frec is making sophisticated investing strategies simple and accessible. Low-cost direct indexing with supercharged tax savings. Earn high interest on cash with Treasury. Next-level investing without a wealth advisor. Backed by Greylock.
About the role
We’re hiring a Portfolio Manager to oversee thousands of customer portfolios and help build an AI experience that gives every Frec customer access to a personal portfolio manager. You’ll help ensure our portfolios are behaving as intended, understand what’s driving their performance, and investigate when something needs attention. You’ll work closely with our investment team and engineers to improve how we manage portfolios at scale. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Technical proficiency: An undergraduate or graduate degree in a STEM field, plus robust programming experience (Python, SQL) for analyzing portfolio data and collaborating with engineers
- Exceptional execution & collaboration: You have exceptional attention to detail, are careful/thorough, well-organized, and possess effective time management skills. You thrive in a team-oriented, collaborative environment and bring a great attitude to work
- A builder’s mindset: You experiment with AI tools and think critically about their outputs. You can translate investment reasoning into clear product requirements and recognize when an answer sounds convincing but is incomplete or wrong
- Clear, credible communication. You can earn the trust of sophisticated investors and explain a difficult portfolio decision without hiding behind jargon. You’re comfortable discussing uncertainty and helping customers understand their options
- Sound judgment and ownership. You notice when something doesn’t look right and follow through until you understand it. You know when to act independently and when to bring in another expert
- A CFA designation is preferred, but not required. You should hold, or be willing to obtain, the registrations needed for your responsibilities
More about this role
Frec is building the modern investment platform for high-net-worth investors. We combine self-directed investing with continuously managed strategies in a single brokerage account, bringing capabilities traditionally delivered through wealth managers directly to our customers.
We see AI as a way to make sophisticated investing more personal and intuitive. The investment infrastructure we’ve already built gives us a foundation to help customers make better decisions without giving up control of their financial lives.
Customers have entrusted us with $1.5 billion in assets, up 4x in the last year. We’re backed by Greylock and have reached this scale with a small team. The people who join now will help build the primary investment platform for a new generation of investors.
We’re hiring a Portfolio Manager to oversee thousands of customer portfolios and help build an AI experience that gives every Frec customer access to a personal portfolio manager.
You’ll help ensure our portfolios are behaving as intended, understand what’s driving their performance, and investigate when something needs attention. You’ll work closely with our investment team and engineers to improve how we manage...
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