VictoryShares & Solutions Senior Portfolio Implementation Specialist

Brooklyn, Ohio
Competitive salary and total benefits package. Great opportunity for growth.
Mar 18, 2019
Apr 18, 2019
Sr. Portfolio Implementation Specialst
Industry Sector
Asset Management
Employment Type
Full Time

VictoryShares is a specialist ETF provider with a focus on rules-based solutions that seek to bridge the gap between active and passive. The VictoryShares & Solutions product line includes single and multi-factor strategies designed to seek a variety of outcomes, including maximum diversification, dividend income, and downside mitigation.  The VictoryShares & Solutions platform has grown to approximately $3.9 billion in AUM as of January 31, 2019.

The VictoryShares & Solutions Implementation Team is responsible for the day-to-day investment management and operational oversight functions of Victory’s suite of rules-based solutions, including the $3.0 billion ETF product line.

The ideal candidate for the Senior Portfolio Implementation Specialist will be detail oriented and excel at risk identification and mitigation; someone with a concrete understanding of process controls.  He or she will also have an affinity toward portfolio management and investing—equity, fixed income, and derivatives.  The candidate will have a sincere desire to learn and grow with a dynamic and rapidly growing organization and a willingness to take on a broad range of assignments.

Essential Functions

  • Monitor daily cash levels and flow information in conjunction with trade activity and current market conditions to provide investment recommendations
  • Help coordinate trade, order, and rebalance activity with tangential business partners
  • Manage futures accounts including daily margin maintenance, periodic contract rolls, and options exposure in conjunction with portfolio trading and market behavior/volatility
  • Lead the research and resolution of complex trade and settlement issues, working closely with brokers, APs, middle and back office
  • Conduct security analysis to support trade decisions, corporate action elections, and proxy voting
  • Develop, maintain, and enhance proprietary portfolio management tools; work closely with Technology, Trading, and Operations to continuously automate processes and gain efficiency
  • Conduct ongoing tracking error analysis and provide insight into sources of dispersion including detailed performance attribution reporting for executive management
  • Participate in policy and process improvements by proactively identifying challenges as well as proposing and implementing solutions
  • Contribute to special projects and cross training efforts as assigned

Required Qualifications

  • Demonstrated insight into capital markets and market behavior
  • Strong understanding of securities including equities, fixed income, and derivatives
  • Advanced knowledge of Microsoft Excel including look-ups and macros
  • Quantitative orientation; comfortable manipulating, scaling, and analyzing large data sets

Preferred Qualifications

  • 5-7 years of experience working for an asset manager, preferably in portfolio management or investment operations
  • Degree in Business, Finance, Accounting, Economics, Math or a related field
  • CFA® designation
  • Working proficiency of Charles River Development, FactSet, Bloomberg, Morningstar, Zephyr
  • Rules or model-based investing and/or hands-on ETF experience
  • Index replication and portfolio optimization, particularly in fixed income
  • Derivatives trading