AMS Overlay Portfolio Reviewer
Core
Review and implement tax-optimized model portfolio overlays on managed account platforms using exchange-traded products and manage multi-sleeve accounts with trading discretion.
Role type
Senior IC portfolio operations specialist (tax optimization & trading)
Builds
Tax-optimized portfolio overlays and managed account executions
Domain
Financial services / Asset management / Tax-efficient investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Market trading practices (equities, ADRs, ETFs, UCITs, Mutual Funds), Managed account practices, Banking and finance principles, Financial markets knowledge, Mathematical accuracy, Intermediate Excel, Advanced analytical skills, Problem-solving, Data validation and transmission management, Block trade allocation execution, Tax loss harvesting
Preferred skills
None stated
Technologies
Excel, Standard office software, Trading platforms
Responsibilities
Execute trades based on product guidelines for overlay accounts, Manage day-to-day operations of multi-sleeve accounts with external trading discretion, Analyze account data to identify outliers and resolve discrepancies, Perform tax loss harvesting, Research and resolve complex account errors, Update trading models based on external manager data
Seniority
Mid-level, hands-on IC