Equities Portfolio Analyst I
About The Position
The Equities Portfolio Analyst supports a Direct Indexing team that manages quantitative, tax-efficient separately managed account (SMA) strategies. The role was created to support assets under management growth. It oversees proposals for prospective clients, supports portfolio managers with account rebalancing, and pursues operational efficiencies across business processes. The analyst interacts with Sales, Product, and Investment Technology. The role prepares proposals showing the tax and risk impacts of transitioning prospective clients’ portfolios to a tax-efficient strategy. It also helps design and coordinate tools for portfolio management, account onboarding and servicing, and business development. The analyst supports portfolio managers with account rebalancing and client requests, and collaborates on research into new strategies and applications of existing strategies. Employees work in the office at least four days per week and may work from home one day per week. Some roles may have different or additional in-office requirements.
Requirements
- 2–5 years of industry experience.
- Bachelor’s degree and commitment to pursuing the CFA designation.
- Knowledge of equity markets, modern portfolio theory, and investment concepts.
- High proficiency using Excel.
- Proficient writing and presentation skills.
- Valid U.S. work authorization that will not require visa sponsorship now or in the future.
Nice To Haves
- Programming skills in Microsoft VBA and Python.
- Familiarity with multifactor risk models, portfolio optimizers, FactSet, and/or Bloomberg.
- Exposure to AI and generative AI technologies.
Responsibilities
- Oversee and manage client proposals demonstrating the tax and risk impacts of transitioning portfolios to a tax-efficient strategy; troubleshoot issues, pursue supplemental analysis when needed, and explain results to internal partners.
- Pursue operational efficiencies by designing and coordinating with software engineers to improve or build tools for portfolio management, account onboarding and servicing, or business development processes.
- Support portfolio managers in rebalancing accounts and responding to client requests, including cash additions, cash raises, and gifting.
- Collaborate on research into new strategies and new applications of existing strategies.
Benefits
- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
- Variable pay in the form of bonus, commissions, and/or long-term incentives, depending on the role
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
