Cache Financials Inc. · 2 weeks ago
Portfolio Management Lead
New York, NY
Full-time
Onsite
Lead/Staff
7+ years expCache Financials Inc. is redefining how investors manage concentrated stock wealth by building innovative investment products. The Portfolio Management Lead will oversee portfolio management for exchange funds, develop new products for concentrated stockholders, and collaborate across various teams to ensure strategic planning and risk management.
FinanceFinTechFinancial Services
Responsibilities
Manage the exchange fund portfolios and maintain alignment with investment objectives
Build and maintain risk management, portfolio construction, and rebalancing processes
Apply long and short equity strategies, hedging methods, derivatives, and other tools where appropriate
Research, design, structure, and build new products for concentrated stock clients (diversification, borrowing, financial planning, platform infrastructure, and others)
Serve as a product-minded domain expert who can dive into new areas and figure out practical paths forward
Partner with the Founder and cross-functional team to take products from idea to launch
Evaluate current and potential managers, strategies, and counterparties to work with, whether on real estate managers, banks, or subadvisors
Identify tactical opportunities and relevant market trends
Conduct quantitative analysis, including valuation work, factor modeling, return attribution, and alpha research
Contribute to research, white papers, and educational content on concentrated stock solutions
Support client-facing teams in conversations with investors, advisors, and institutions
Help represent Cache in the investment community
Support a practical, high-output team environment built on clarity, trust, and ownership
Help strengthen the overall investment team and attract strong talent as we grow
Qualification
Required
7+ years in portfolio management, investment strategy, or risk management across diverse asset classes, including equities, options, real estate, and private placements
Strong quantitative skills: modeling, factor analysis, and risk frameworks
Experience with hedging, options, swaps, or structured solutions
Strong understanding of tax considerations
Highly passionate about investing and delivering exceptional outcomes for clients
Clear thinker with strong judgment and temperament for investing
Works well across functions; communicates simply and effectively
Practical, low-ego, and comfortable with ambiguity
Strong academic foundation in finance, economics, engineering, or related fields
Preferred
Background in concentrated stock strategies or HNW solutions is a plus
CFA, Master's, or PhD preferred but not required with equivalent experience
Benefits
Remote-friendly environment with high trust, high ownership, and clear expectations
Company
Cache Financials Inc.
Cache is a modern brokerage built for your large stock positions.
11-50 employees
H1B Sponsorship
Cache Financials Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
10%
Represents job field similar to this job
Accounting and Finance
Engineering and Development
Product Management
Trends of Total Sponsorships
*2026 (1)
2025 (4)
2023 (1)
2022 (4)
Funding
Current Stage
Early StageTotal Funding
$26.75MKey Investors
First Round CapitalFirst Round Capital,Quiet Capital
2025-08-14Series A· $12.5M
2024-03-13Seed· $8.5M
2023-06-08Seed· $5.75M
Leadership Team
Srikanth Narayan
Founder and CEO
Recent News
Talk Business & Politics
2026-04-25
Business Wire
2025-12-18
Company data provided by crunchbase