Portfolio & Trading Solutions – Portfolio Management, Vice President
Core
Managing portfolios and trade generation in a tax-efficient way to help clients grow wealth while minimizing tax costs.
Role type
Vice President, Portfolio Management (Tax-Managed Investing)
Builds
Tax-managed investment portfolios and proprietary trading system enhancements
Domain
Financial Services / Wealth Management / Tax-Efficient Investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio management, trade generation, asset allocation, investment selection, risk management, tax efficiency strategies, financial securities markets knowledge, regulatory compliance, strategy presentation, marketing material creation
Preferred skills
Former portfolio management experience with tax efficiency, knowledge of Morgan Stanley's Select UMA program
Technologies
Proprietary trading systems, PowerPoint
Responsibilities
Managing portfolios and trade generation in a tax-efficient way, partnering with financial advisors to design strategies and build portfolios, monitoring portfolios and managing risk, supporting the development of proprietary trading systems, creating marketing materials and presentations, presenting tax management solutions to advisors and clients
Seniority
Vice President, strategic leadership with hands-on execution