Portfolio Operations Analyst

Support portfolio managers in the day-to-day management of direct indexing and tax overlay portfolios, conduct operational research, and collaborate with trading and operations teams.

Requirements

• 2-5 years of investment management experience
• Master's degree in financial or quantitative discipline preferred
• Proficiency in programming languages such as SQL, Python, advanced Excel
• Knowledge of quantitative investing and portfolio management concepts
• Ability to communicate effectively both written and verbally
• Ability to meet tight deadlines and work under pressure with high attention to detail

Benefits

• Comprehensive total rewards package
• Company-paid medical premiums of 90%
• Competitive time-off program
• Equity-based grants for all new hires
• Variable compensation, if eligible