Associate Portfolio Manager
Core
Supporting the Investment Team in maximizing tax efficiency of long-short and long-only equity portfolios by evaluating performance, risk, and tax parameters.
Role type
Associate Portfolio Manager
Builds
Long-short and long-only passive, factor, and active equity portfolios
Domain
Asset Management / Quantitative Finance
Deliverable
production ML models
Required skills
Portfolio management, risk modeling, optimization, quantitative portfolio construction, Python, SQL
Preferred skills
CFA designation, experience in extension strategies (130/30), long/short, or market neutral strategies
Technologies
Python, SQL
Responsibilities
Conduct daily portfolio management duties including monitoring, transitioning, and rebalancing; contribute to improving diagnostic and research platforms; maintain and refine tax management and portfolio construction processes; monitor portfolios for adherence to mandates and risk/tax budgets; facilitate trading in client accounts; communicate findings and recommendations to the team
Seniority
Mid-level, hands-on IC