Asset & Wealth Management, Quantitative Equity Solutions – Long/Short Portfolio Management, Vice President - New York

Job Summary

The Vice President (Long/Short PM) role within the Portfolio Management team will specifically focus on long/short equity research and portfolio implementation.

Responsibilities

• Manage long/short portfolios daily, monitoring risk exposures, margin utilization, leverage, and short locates while ensuring adherence to each account’s mandate and investment guidelines
• Oversee the trade lifecycle for long and short positions (e.g. corporate actions, booking, collateral flows, etc.) partnering with middle office, operations, and prime brokers
• Work with technologists, strategists, and researchers to enhance portfolio construction, risk monitoring, performance attribution, and implementation tools (OMS, Dashboards, etc.) for long/short portfolios
• Help launch new and innovative mandates in existing or new investment vehicles
• Contribute to thought leadership, highlighting our strategies’ effectiveness across different client contexts
• Consider tax-awareness throughout research and portfolio implementation including awareness of US tax regulations relevant to long/short equity investing
• Ensure compliance with all internal and external rules and regulations

Qualifications

• 5+ years of equity portfolio management experience, preferably with long/short portfolios and quantitative investment strategies
• Undergraduate and/or graduate degree in mathematics, computer science, financial engineering, or other STEM-related background
• Computer programming experience with a focus on portfolio implementation (e.g., Python, MATLAB, R, etc.)
• Creative, diverse problem-solving skills, solid economic intuition, and good commercial instinct
• Exceptional attention to detail, careful/thorough, well organized, effective time management
• Thrive in a team-oriented and collaborative environment and brings a great attitude to work
• Quantitative equity research experience is a plus
• Excellent communication skills