Associate Portfolio Manager

Responsibilities

• Conduct daily portfolio management duties for long-short and long-only passive, factor, and active portfolios, including monitoring, transitioning, and rebalancing.
• Contribute to the improvement of our diagnostic, analytical, and research platforms for monitoring accounts.
• Work with our Portfolio Managers, analysts, and developers to maintain and refine our tax management and portfolio construction processes.
• Maintain portfolios for adherence to client-driven mandates and risk and tax budgets.
• Collaborate with our Portfolio Solutions and Client Service teams to facilitate trading in client accounts.
• Communicate findings and recommendations to the broader team.

Qualifications, Skills & Experience

• Demonstrated ability to prioritize projects and work collaboratively with teams.
• Experience managing portfolios, utilizing risk models, optimization, and/or quantitative portfolio construction.
• Education in Finance, Computer Science, Statistics, Math, Engineering, or a related field.
• Practical experience and knowledge of computational methods like regression, optimization, statistical analyses, etc.
• CFA designation preferred, but not required.
• Coding skills, for example: Python, SQL.
• Experience in quantitative portfolio management, extension strategies (i.e. 130/30), long/short, or market neutral.
• Detail-oriented and process-driven mindset.
• Effective communication skills.
• Ability to work in the US without requiring current or future sponsorship.

Pay

The salary for this position is expected to range between USD $150,000.00-$165,000.00 plus discretionary bonus.

Schedule

The position location could be Stamford, CT, or New York City with a hybrid work schedule.