Metis is hiring a Director of Institutional Client Development who will be responsible for developing and maintaining consultant, OCIO and institutional prospect relationships. This position represents a high growth opportunity to join a team of experienced investment professionals managing investment strategies that utilize a combination of systematic active and beta approaches. This individual’s success will be directly tied to the firm’s growth of assets, primarily institutional investment products.

The Director of Institutional Client Development will cultivate existing prospects and clients as well as initiate and develop new prospects and clients. This individual will handle initial meetings, facilitate information and RFP flow with prospects, lead finals presentations in partnership with the firm’s portfolio managers, and manage the sales closing process.
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Metis is hiring a Beta Portfolio Manager who will be an integral part of the investment team at Metis. This is an upwardly mobile opportunity for an investment professional who wants to be a contributor to the expanding beta management process and grow with the organization. Read more here

Metis is hiring a Research/Portfolio Analyst who is highly detail-oriented, flexible and enjoys working in a team-oriented environment. The successful candidate will demonstrate a strong desire to take ownership of tasks and contribute in a variety of functional areas while seeking to grow long-term within a dynamic organization. Responsibilities will be diverse and require periodically working with others to formulate implementation strategies by gathering, organizing and integrating data into the investment process. Read more here

Metis is hiring an Operations Specialist, with a long-term opportunity to expand into a more senior role as the firm grows. The responsibilities of an Operations Specialist involve interfacing with team members and service providers on matters related to client account activity and reporting, portfolio accounting/trade settlement, account and composite performance and GIPS compliance, commingled fund operations, compliance testing, and more. Read more here

Simmons has committed $10 million of its endowment to the Metis US Equity Index Fund, making it the first of the Founders Circle group of investors. The investment is part of the University’s commitment to advancing diversity, equity, and inclusion (DEI) and to addressing the systemic barriers that impede racial, social, and economic justice. Thank you to Simmons for your positive impact on Metis!

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Metis Brings Diversity To Global Passive Management

Machel Allen is interviewed in the January 2021 edition of Emerging Manager Monthly to discuss Metis Global Partners’ launch of “guided beta” strategies for institutional investors.

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Machel discusses her career path, some of the mentors and influencers who have shaped who she is as an investor, and her views on the future for diversity in the investment world.

Fifty Faces- Podcast- “Passion and Persistence” (and a few upset apple carts)

Machel Allen is President and Chief Investment Officer of Metis Global Partners, a firm she founded in November 2013. The firm, based in San Diego, is focused on global equity investment across the size spectrum from micro-cap to large cap. She previously spent time as an equity and research analyst at a range of asset management firms. Our conversation covers the entry level roles that revealed to Machel the opportunity to develop a proprietary investment process, and the fragments of inefficiencies that she loves about the investment world. Her persistence in setting up her own firm and building it in a sometimes tough asset raising environment are testament to her tremendous grit, but as we discuss, Michel has been upsetting apple carts for most of her life. We will hear why she is optimistic about the future for diversity in the investment world, and some of the mentors and influencers that have shaped who she is as an investor.

Recorded October 27, 2020

https://www.listennotes.com/podcasts/the-fiftyfaces/32-machel-allen-passion-and-RgekH2qfDAn/

Watch as Metis Founder and CIO Machel Allen leads the discussion on the CFA Institute’s first global conversation regarding race and inclusion in the asset management industry. Joined by pioneer and founder of Ariel Investments, John Rogers and Wharton University Professor of Identity and Diversity, Stephanie Creary, this global webcast frames the structural issues of race in the industry and asks the questions: “What should our actions be to confront racism in the investment industry? As responsible investment professionals, what steps can we take as individuals? What commitment to racial inclusion should we expect from our organizations?

Recorded July 2, 2020

https://www.cfainstitute.org/en/research/multimedia/2020/race-and-inclusion-now

Machel Allen, CFA discusses her experience leading an asset management firm during the COVID-19 crisis and shares her view that now, more than ever, is the time to have a robust, and thus diverse, decision-making apparatus in place. Machel explains how firms that embrace diversity will have an opportunity to differentiate themselves during these turbulent times.

The Home Front speaker series captures the responses of leading thinkers to the current COVID-19 crisis. Speaking from their homes, these experts share their insights across economic, social, and pollical realms.

Recorded May 8, 2020

https://www.cfainstitute.org/en/research/multimedia/2020/home-front-machal-allen