Vestmark, Inc.
Portfolio Manager
United States (Remote)
Sponsorship not specified$140k-$160kDetected 5 days ago
CommunicationCollaborationCFA
About the role
- Vestmark has been supporting clients' direct indexing solutions for more than a decade.
- As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team.
- This position can be based out of Wakefield, MA or Remote.
Responsibilities
- Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review
- Collaborate with internal stakeholders to improve investment processes, and enhance investment management tools and systems
- This person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio management and rebalance, ESG customizations and tax optimization.
- In addition, this person will work in a fast paced, dynamic environment with a growth mindset to support future expansions of new products and asset classes.
- We Before Me, Positive Energy, Knowledge Explorer, and Own It
Requirements
- 5-7+ years of hands-on investment management experience
- Experience in tax loss harvesting and generate tax alpha
- Strong understanding of direct indexing, customizations, ESG and sustainability investing, and tax optimization
- Strong operational experience running, analyzing, and improving processes and systems
- Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience managing direct index portfolios strongly preferred
- Working knowledge and experience using equity risk models and portfolio optimizers
- Excellent communication and collaboration skills, team-player
- Strong quantitative and analytical skills
Nice to have
- Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly preferred
Compensation
- $140,000 - $160,000 USD
- In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Equal opportunity
- equal opportunity employer.
Apply directly at Vestmark, Inc. →Create a free account for alerts like thisView Vestmark, Inc. immigration profile
This listing is sourced directly from Vestmark, Inc.'s careers page and normalized into a canonical job model.