Asset Management, Tax Smart Portfolio Manager, Senior Associate

Responsibilities

Daily portfolio management tax-aware separately managed accounts (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients.

Ongoing oversight of portfolio and strategy level performance and attribution

Translating research into actionable and investable systematic investment processes and portfolios

Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms

Requirements

2-5 years of full-time relevant work experience

Strong data and analytical skills

Experience with portfolio optimizers and risk models

Detail oriented and process driven

Strong communication skills

Exposure to long-short Investing, UMA

Experience with tax optimization

Familiarity with separately managed accounts

Progress towards MBA, CFA and/or equivalent

Python skills for analytics and process improvements

Qualifications

Exposure to long-short Investing, UMA

Experience with tax optimization

Familiarity with separately managed accounts

Progress towards MBA, CFA and/or equivalent

Python skills for analytics and process improvements

Skills

Exposure to long-short Investing, UMA

Experience with tax optimization

Familiarity with separately managed accounts

Progress towards MBA, CFA and/or equivalent

Python skills for analytics and process improvements

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Pay

Base salary determined based on the role, experience, skill set and location

Commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions

Schedule

Not specified