Associate Portfolio Manager

Seattle, Washington State
Competitive pay + benefits
Apr 01, 2021
May 01, 2021
Employment Type
Full Time

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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