Portfolio Manager, ETFs

3 weeks ago


New York, United States Beacon Full time

Overview

Our client, is an ETF Issuer specializing in digital assets, is seeking a Portfolio Manager to lead the digital asset and equity portfolios, ranging from ETFs to private placement trusts. You will support the expansion of our current product line and the launch of new investment products.

Your responsibilities

- Daily track portfolio positions, model shifts, cash flow, and compliance.

- Rebalance and adjust portfolios considering costs, taxes, and market effects.

- Oversee portfolios to meet performance targets and compliance standards.

- Stay updated on investment strategies and regularly review portfolio performance.

- Work with internal teams across Trading, Operations, Product, Research, Legal, and Sales.

- Drive improvements in investment and operational processes.

Your qualifications:

- 3+ years in portfolio management, preferably with taxable SMAs and ETFs.

- Expertise in portfolio construction, indexing, ETFs, and trading.

- Knowledge of risk models and tools like Factset.

- Experience with funds involving currency and derivatives is a plus.

- Skilled in Excel, Bloomberg; Python/SQL knowledge is a bonus.

- Familiarity with digital assets/crypto is advantageous.

- Understanding of advisor versus sub-advisor roles is beneficial.

- Strong multitasking and high-quality work in fast-paced settings.

- Professional, ethical, and judicious.

- Excellent communication and teamwork skills.

- 5-10 years in investment management.

- Bachelor's degree required; advanced degree or CFA preferred.



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