Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate
About The Position
The ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities. The ETF PM team works with ETF market makers to manage primary market creations/redemptions activity and delivering tax-efficient outcomes in the portfolios. The ETF PM team also works with the broader division in the research and development of new ETF products and strategies, enhancements to existing products, industry and competitive analysis, systems development, and other select projects.
Requirements
- Bachelor’s degree
- 3+ years of practical experience in portfolio management activities
- Strong organizational and analytical skills
- Attention to detail
- Ability to work in a fast-paced and dynamic environment
- Strong communication skills
Nice To Haves
- Working knowledge of ETF products and ETF ecosystem
- Experience in programming languages (Python)
Responsibilities
- Oversight and management of ETF portfolios
- Portfolio rebalancing
- Cash management
- Risk management
- Day-to-day portfolio-related activities
- Work with ETF market makers to manage primary market creations/redemptions activity
- Deliver tax-efficient outcomes in the portfolios
- Research and development of new ETF products and strategies
- Enhancements to existing products
- Industry and competitive analysis
- Systems development
- Other select projects
Benefits
- Training and development opportunities
- Firmwide networks
- Benefits
- Wellness programs
- Personal finance offerings
- Mindfulness programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
