Direct Indexing Associate Portfolio Manager

Vanguard • Oakland, CA

6d • $70,000 - $125,000 • Onsite

About The Position

Responsible for direct indexing trading activities and processes. Provides exceptional client outcomes while adhering to regulatory and internal standards.

Requirements

• Five years' related work experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Progress towards or completion of CFA or CFP preferred.

Responsibilities

• Prepares assigned direct indexing portfolios that meet or exceed performance standards consistent with investment objectives, while adhering to client-specified or regulatory restrictions and constraints.
• Collaborates and partners with investment advisors to deliver portfolio construction plans. Offers strategies for financial planning accounts and set up required personalized indexing capabilities for clients.
• Analyzes portfolio management data and oversees resolution of process issues. Collaborates with internal stakeholders to investigate exceptions within trading instructions.
• Reviews and monitors portfolios' trading activity to ensure portfolios track assigned index appropriately and correctly.
• Supports the delivery of sophisticated portfolio construction and management strategy for complex financial planning accounts.
• Builds relationships with external clients and internal departments. Acts as a liaison to facilitate a successful strategic approach to meet client and business needs.
• Participates in and may lead initiatives to improve departmental policies and procedures. Review workflow changes to ensure they better meet evolving business needs and maintain adherence to external regulations.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level