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 (Parametric)
Builds
Customized equity portfolios and analytics for separately managed accounts
Domain
Asset Management / Quantitative Equity
Deliverable
production ML models | product features
Required skills
Portfolio construction, quantitative analysis, risk management, after-tax performance measurement, benchmark tracking, data analysis
Preferred skills
CFA designation, MBA, equity risk modeling, portfolio optimization techniques, familiarity with quantitative investment strategies
Technologies
Portfolio optimization tools, quantitative research frameworks
Responsibilities
Construct and manage tax-efficient equity index portfolios, rebalance portfolios to optimize after-tax outcomes, develop custom benchmark and portfolio analytics, monitor index events and corporate actions, analyze portfolio and benchmark returns, evaluate portfolio risk exposures, respond to client requests for portfolio analysis and insights
Seniority
Associate, hands-on IC