Lead Portfolio Manager - Option Strategies

Primary Responsibilities

• Building, executing and allocating trades across 7,000+ client accounts
• Researching and resolving trade and position breaks with executing brokers
• Reviewing client specific restrictions
• Maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.
• Maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.

Qualifications

• Bachelor’s degree.
• Able to handwrite 200+ lines of code in Python
• A positive attitude and high energy level
• Experience managing investment strategies offered in a publicly traded ETF format, alongside separately managed account strategies, is strongly preferred
• High attention to detail
• Ability to multitask in a fast-paced and sometimes stressful environment
• Intermediate knowledge of Microsoft products especially Excel
• Proactive communication and follow-up
• Knowledge of SS&C Technologies GWP, Visual Basic and Python is a plus, but we are willing to train.

Benefits

The Lead Portfolio Manager is an exempt position. The annualized base pay range for this role is expected to be between $115,000 - $120,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.