Equities Portfolio Analyst I
Core
Support a Direct Indexing team managing quant-oriented tax-efficient SMA strategies by preparing client proposals, supporting portfolio rebalancing, and pursuing operational efficiencies.
Role type
Senior IC equities portfolio analyst
Builds
Proposals for tax-efficient strategies, portfolio management tools, and onboarding processes
Domain
Asset Management / Equities
Required skills
Equities markets knowledge, Modern Portfolio Theory, Investment concepts, Microsoft VBA, Python, Excel proficiency, Multi-factor risk models, Portfolio optimizers, Factset, Bloomberg
Preferred skills
AI and generative AI technologies exposure
Responsibilities
Oversee and manage proposals demonstrating tax and risk impacts of transitioning portfolios to Tax Efficient strategies; Design and coordinate with software engineers to improve or build new tools for portfolio management and business development; Support Portfolio Managers in rebalancing accounts and respond to client requests; Collaborate to perform research on new strategies or applications of existing strategies.
Seniority
Mid-level (2-5 years experience)