Associate, Portfolio Manager
Core
Construct and rebalance direct indexing equity portfolios using quantitative risk models and optimization programs for high-net-worth clients.
Role type
Associate Portfolio Manager
Builds
Customized tax-efficient and values-aligned investment portfolios
Domain
Asset Management / Direct Indexing
Deliverable
production ML models
Required skills
quantitative analysis, portfolio construction, risk modeling, portfolio rebalancing, securities market knowledge, modern portfolio theory, portfolio operations, client tax modeling, Python, SQL, VBA, Excel (VLOOKUP, pivot tables)
Preferred skills
multi-factor risk models, high-net-worth environment experience, client-facing functions
Technologies
Python, SQL, VBA, Excel
Responsibilities
Analyze and manage direct indexing equity portfolios using quantitative risk models and optimization programs, Rebalance portfolios according to client tax preferences and investment mandates, Collaborate with other portfolio managers to analyze and implement investment strategies, Work in partnership with internal Operations teams to facilitate account management, Maintain compliance with all regulatory requirements and company policies
Seniority
Associate, individual contributor