Direct Indexing Portfolio Manager

Vanguard • Oakland, CA

9d • $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.

Nice To Haves

• 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.

Benefits

• The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

What This Job Offers

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