Responsibilities:

📍Manage portfolios to meet performance standards consistent with funds’ investment objectives, while adhering to regulatory and compliance rules and client constraints. 📍Implement rebalance and reconstitutions, taking into account trading costs, tax implications, market impact and other considerations. 📍Daily monitoring of portfolio positioning, model drift/dispersion, cash management and compliance within client guidelines. 📍Maintain in-depth knowledge of investment strategies managed and regularly review portfolios to analyze investment performance. 📍Proactively contribute to the development of investment, operational, and system process enhancements Liaise with other departments internally, including Trading, Operations, 📍Product, Research, Legal/Compliance, and Sales/Marketing.

Prior Experience/Requirements:

📍5-10 years of overall experience in the investment management industry. 📍3+ years of portfolio management experience managing taxable SMAs (Direct Indexing) for high-net-worth investors and/or managing ETFs, with a preference for equities. 📍BS/BA in degree in a relevant field; graduate degree and/or industry certifications such as CFA preferred. 📍In-depth knowledge of portfolio construction, indexing, ETF capital markets, trading, and operations. 📍Experience working with multi-factor risk models and portfolio optimizers (e.g. Axioma, BARRA, Northfield), Factset, and/or other financial tools. 📍Experience managing funds with currency and futures/options overlays a plus. 📍Strong skills in Excel, Bloomberg, and investment analytical tools; familiarity with programming such as Python/SQL a plus. 📍Experience and understanding of allocation of duties between an investment advisor and sub-advisor a plus. 📍Knowledge of and passion for digital assets/crypto a plus. 📍Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment. 📍High degree of professional discretion, integrity, and judgement. 📍Excellent verbal and written communication, teamwork, and relationship-building skills.