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