Associate Portfolio Manager

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