Jacobs Levy Equity Management

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Jacobs Levy Equity Management, founded in 1986, is an independent, leading-edge quantitative equity manager focused exclusively on U.S. equity portfolios. Based in New Jersey, the firm manages assets for a prestigious global roster of corporate defined benefit and defined contribution plans, public retirement systems, sub-advised funds, and endowments/foundations, including many of Pensions & Investments' “Top 200 Pension Funds/Sponsors.” Clients are served by a staff of about 60, one-half of whom are professionals dedicated to research, quantitative systems, and implementation.

The optimal level of residual risk for a portfolio is the level that allows the portfolio to provide the highest expected return the manager can generate within the limits of the investor's risk tolerance parameters. As it is not always easy to determine investor risk tolerance or manager ability to add value, portfolios are often pigeonholed” according to residual risk levels alone. “Enhanced passive” or “index-plus” portfolios, for example, are expected to offer excess returns of up to 1% at residual risk levels not to exceed 2%.

This position, in our client service and marketing group, is focused on servicing the firm’s sophisticated institutional clients and their consultants. The ability to develop new business opportunities is also essential, including contributing to effective RFP responses. This position requires an individual who is comfortable with quantitative equity management and has a solid grounding in modern portfolio theory and practice. Requirements also include excellent communication skills, team player, willingness to travel, MBA and/or CFA, and minimum 5 years of investment industry experience.

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