Portfolio Manager - ETFs/Mutual Funds/Structured Products

7 days left

Location
Washington D.C. area
Salary
Negotiable
Posted
Aug 28, 2020
Closes
Sep 27, 2020
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Portfolio Manager - ETFs/Mutual Funds/Structured Products

This is an opportunity to join a young, innovative investment firm on the ground floor.  Start-up personality, outstanding analytical skills and strong work ethic are must-haves.  We are looking for a Portfolio Manager to join our small Portfolio team.

Primary Responsibilities:  Manage existing investment portfolios

Responsible for the implementation of investment strategies, including trading and operations, for the firms' mutual funds, ETFs, and other accounts.  The team’s primary responsibilities in this function will include, but not limited to:

  • Monitoring daily market moves and understanding their impact on live investment strategies
  • Trading securities in response to investment strategy objectives, market moves, and inflows/outflows from investment strategies
  • Working with brokerage firms to get best execution on securities being traded
  • Working with fund accounting, custodians, index providers, and other partners to assure funds are managed accurately and efficiently
  • Improving trading and modeling processes using VBA, SQL, and/or Python

Secondary Responsibilities:  Support the Product Development team in developing new investment strategies/products

Responsible for originating and structuring investment strategies that will meet our clients' overall investing and risk management needs.  This team’s primary responsibilities include, but not limited to:

  • Monitoring markets and products trend
  • Working with partners to gain original insights into markets
  • Developing a general understanding of capital markets and a deep understanding of the options/volatility markets
  • Discovering potential clients' needs through collaboration with sales teams
  • Designing, structuring, and pricing solutions through extensive research and data analysis
  • Exploring possibility of packaging select investment solutions into asset management products
  • Communicating efficiently with sales force to facilitate marketing and distribution of the products/investment strategies
  • Turning investment ideas into products by collaborating with external partners such as legal counsel, fund/managed account administrators, accountants, and custodians.

REQUIREMENTS

  • Bachelor’s degree, preferably in finance, science, or engineering
  • Minimum of five years of experience in capital markets – preferably in options/volatility/structured derivatives.
  • Experience in structured products and / or OTC derivatives
  • Knowledge/experience in developing systematic or rule-based index strategies preferred  Experience in trading and/or operations for mutual funds and/or ETFs preferred
  • Strong quantitative skills and an analytical mind
  • Advanced MS Excel skills and report writing skills
  • Highly articulate and organized with strong attention to detail
  • The ability to handle a fast-paced working environment
  • Strong sense of personal responsibility and desire to be challenged

ABOUT CBOE VEST

Cboe Vest was founded in 2012, based on the conviction that investors desire for more certainty in their investment outcomes is not being met adequately met. To address this market need, we created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. Today, Target Outcome Investments are available as mutual funds, exchange traded funds, unit investment trusts, collective investment trusts, and customizable managed accounts / sub-advisory services. They seek to provide investors with targeted protection, enhanced returns, or income with a level of predictability unattainable with most other investments available today. We have strategic partnerships with Cboe Global Markets, Inc., one of the world’s largest exchange holding companies and First Trust Portfolios LP, a leading provider of trusted investment products and advisory services. We are a young firm, growing fast and looking to expand our team to help serve our clients better. We are based in Northern Virginia and are easily accessible by public transportation. 

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