Vestmark, Inc.
PortfolioManager
“Portfolio Manager at Vestmark, Inc.. Skills: direct indexing solutions, portfolio management, tax optimization, equity risk models, portfolio optimizers. development and implementation of direct indexing solutions. day-to-day portfolio management of direct index portfolios”
What You'll Achieve.
maximize tax efficiency; maximize investment outcome; ensure client success
Industry & Context.
quantitative and analytical skills
What They're Looking For.
Must Have
Bachelor's degree in a relevant field required, 5-7+ years of hands-on investment management experience, Experience managing equity portfolios maximizing tax efficiency while tracking an index, Experience in tax loss harvesting and generate tax alpha, understanding of direct indexing, customizations, ESG and sustainability investing, and tax optimization, operational experience running, analyzing, and improving processes and systems, Working knowledge and experience using equity risk models and portfolio optimizers, quantitative and analytical skills
Nice to Have
Graduate degree, CFA designation, experience managing direct index portfolios strongly preferred
What You'll Do.
development and implementation of direct indexing solutions
day-to-day portfolio management of direct index portfolios
portfolio construction
monitor index changes and corporate actions
manage client activities and trade review
Provide tax transitioning and tax loss harvesting to maximize tax efficiency
reporting and monitoring of direct index strategies
How You'll Work.
Team & Collaboration
Work closely with trading, client service, operations to improve portfolio management efficiency, maximize investment outcome and ensure client success; Collaborate with internal stakeholders to improve investment processes, and enhance investment management tools and systems; Excellent communication and collaboration skills
Communication Scope
Excellent communication and collaboration skills
Applying for this Portfolio Manager role?
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