Quantitative Equity Portfolio Manager
Core
Manage personalized, tax-aware equity portfolios for high-net-worth, family-office, and institutional clients using quantitative construction and disciplined implementation.
Role type
Senior IC quantitative equity portfolio manager
Builds
Tax-aware equity portfolios, direct indexing solutions, and customized investment strategies
Domain
Wealth management / Quantitative equity investing
Deliverable
production ML models
Required skills
Quantitative portfolio construction, modern portfolio theory, tax-aware investment strategies, risk management, statistics, equity market knowledge, transition analysis, tracking error management
Preferred skills
Direct indexing experience, long/short equity, securities lending, prime-broker experience, CFA designation
Technologies
Optimization engines, risk models, tax analytics platforms
Responsibilities
Review portfolios and optimization outputs daily for tax-loss-harvesting and rebalancing opportunities; Construct and rebalance portfolios to client-directed benchmarks while managing tracking error and transaction costs; Develop transition analyses for cash-funded and concentrated portfolios; Implement client restrictions and sustainability screens; Coordinate with trading, research, and compliance partners; Explain portfolio decisions and outcomes to clients and internal partners
Seniority
Senior, hands-on IC