Index Portfolio Manager

Boston, Massachusetts
May 05, 2021
Jun 04, 2021
Industry Sector
Asset Management
Employment Type
Full Time

Portfolio Manager – Equity Index

Geode’s equity index team manages over $700 billion of global equity assets benchmarked to US, developed markets, emerging markets and thematic indices.  The vehicles managed include ETF’s, separately managed accounts, and sub-advised mutual funds for both domestic and international investors. The Portfolio Manager will become an integral member of a team responsible for managing passive strategies.


  • Ensure that all portfolios are managed within their investment objectives
  • Analyze and interpret risk reports, monitor day-to-day cash flows, and generate trades to keep portfolios in line with performance expectations
  • Identify and implement opportunities for process improvements that streamline the portfolio management workflow
  • Own fund performance and understand the drivers of performance attribution
  • Assist in client reporting and other ad-hoc analysis


  • 3-5 years of experience in a similar position and an in-depth knowledge of the index portfolio management and cash flow processes
  • Equity portfolio construction expertise is required
  • Familiarity with index methodologies used by global index providers
  • Understanding of domestic and international equity markets along with various instruments including ETFs, futures and currencies
  • Technology driven individual with experience using proprietary and/or vendor systems for portfolio and risk management, optimizations, and trade order management
  • Familiarity with using: Bloomberg, Charles River Development (CRD) and Axioma
  • SQL programming skills is a plus
  • A self-motivated team player capable of working well with colleagues across the business to drive projects or tasks through to completion
  • Strong organizational and time management skills to prioritize work under pressure
  • BA Degree in Finance or Business or Related Field
  • Master’s degree, CFA or progress towards completion of CFA preferred
  • Enjoys working in a collegial environment and thrives in a dynamic and growing organization
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