Coach Jobs

About The Position

Requirements

• Experience in portfolio implementation and/or index operations.
• Strong attention to detail and comfort working in high‑volume environments.
• Understanding of rebalancing mechanics, index tracking, and guideline monitoring.
• Collaborative mindset with strong execution discipline

Responsibilities

• Execute and monitor portfolio rebalances, cash flows, and index/model updates across Index accounts.
• Perform daily oversight of positions, exposures, cash, and tracking error, escalating issues as needed.
• Monitor and resolve guideline breaches, exceptions, and data discrepancies, ensuring proper documentation.
• Coordinate with Trading on implementation timing, liquidity constraints, and execution sequencing.
• Support new account onboarding and mandate changes from an implementation perspective.
• Perform quality checks to ensure pricing, cash, and model inputs are applied consistently across account groups.
• Contribute to process improvements and automation initiatives; help reduce manual touchpoints.
• Coach junior team members and support knowledge sharing and training.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan