Role OverviewManage portfolios to meet or exceed performance mandates, applying quantitative and systematic techniques. Rebalance portfolios, analyze corporate actions, and implement tax overlay strategies. Articulate complex investment topics to a diverse audience.
What You Will Do
Calculate and analyze fund performance attributions, evaluate new strategies, and build strong working relationships throughout the organization and industry.
Why It Might Be a Fit
6+ years of experience in investment management, 5+ years of portfolio management experience, and a Bachelor's degree required. Graduate degree, CFA, or working towards CFA preferred.
Requirements
- 6+ years of proven experience in the investment management industry
- 5+ years of portfolio management experience
- Bachelor’s degree
- Graduate degree, CFA (or working towards CFA)
- Comprehensive knowledge of managing ETF and/or Mutual Funds
Benefits
- Cash incentive
- Paid holidays
]]>