We have a current opportunity for a PM (Direct indexing) on a permanent basis. The position will be based in Charlotte, NC. For further information about this position please apply.
RESPONSIBILITIES:
- Working as a member of the investment team to implement and refine direct indexing solutions.
- Ongoing portfolio management of direct index portfolios including:
- Construct optimized equity index portfolios.
- Review optimization results.
- Ensure proper handling of client customization, tax-management objectives, and corporate actions.
- Implement tax efficient portfolio transitions.
- Work with our managed accounts team and trading desks to achieve best execution of trades.
- Contribute to the development and testing of new portfolio management processes and systems to improve efficiency and reduce risk.
- Perform after-tax performance analysis and monitoring of direct index strategies.
- Monitor custom benchmark data, index changes, and corporate actions.
REQUIRED QUALIFICATIONS:
- A Bachelor's degree or higher in a quantitative or financial discipline.
- 5+ years of investment experience including hands-on portfolio management/analysis, direct indexing experience preferred.
- Expertise in quantitative investing (equity risk models, portfolio optimization, index construction, quantitative tools).
- Experience with tax loss harvesting and tax efficient portfolio management.
- Understanding of corporate actions handling.
- Knowledge of retail separate account management.
- Knowledge of ESG and sustainability investing.
- Strong analytical and quantitative skills.
- Programming experience in Python or R and experience writing SQL queries.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.
- Self-starter who thrives in a dynamic and entrepreneurial environment.