Associate Portfolio Manager - Parametric
Core
Construct and manage tax-efficient equity index portfolios for separately managed accounts, leveraging quantitative research and portfolio optimization tools to maximize after-tax outcomes while tracking benchmarks.
Role type
Associate Portfolio Manager (Quantitative/Parametric)
Builds
Customized equity portfolios and analytics for separately managed accounts
Domain
Asset Management / Equity Indexing
Required skills
Portfolio construction, quantitative analysis, risk management, after-tax performance measurement, benchmark tracking, financial modeling, data analysis
Preferred skills
CFA designation, MBA, equity risk models, portfolio optimization techniques, systematic alpha strategies
Technologies
Portfolio optimization tools, quantitative research platforms
Responsibilities
Construct and manage tax-efficient equity index portfolios, rebalance portfolios to optimize after-tax outcomes, develop custom benchmark analytics, monitor index events and corporate actions, analyze portfolio returns and attribution, evaluate risk exposures, respond to client requests for analysis and insights
Seniority
Associate, hands-on IC
