Associate Portfolio Manager

Location
Seattle, Washington State
Salary
Competitive pay + benefits
Posted
Apr 01, 2021
Closes
May 01, 2021
Employment Type
Full Time
Education
Bachelors

General Description

 

Manages structured equity portfolios maximizing tax efficiency while tracking an index.  Portfolio managers act as investment "engineers" — creating portfolios using optimization software to implement firm’s quantitative-based strategy.  The Associate Portfolio Manager must continually measure performance, manage risk and control costs.  

 

Primary Responsibilities

 

  • Construct optimized equity index portfolios for separate accounts
  • Rebalance and transition portfolios to maximize tax-efficiency
  • Construct custom benchmark data
  • Monitor index changes and corporate actions
  • Generate after-tax return data for both portfolios and benchmarks
  • Performance attribution
  • Respond to client requests for analysis
  • Interact across teams including: Technology, Research, Marketing, Client Service, and Operations
  • Participate in process improvement and technology development efforts.

Job Requirements

 

  • Bachelor’s degree with a concentration in finance, accounting, engineering or related quantitative focus
  • Preferred 4+ years professional experience in investment management or similar
  • Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
  • Strong mathematical and analytical skills
  • Familiarity with academic financial theory and applications
  • Working knowledge of equity risk models and portfolio optimization preferred
  • Analytical writing ability

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