Portfolio Manager, Top Buy Side Fund

1 week ago


New York, United States Beacon Full time

Our client is a leading asset manager specializing in innovative investment solutions, our firm provides secure and compliant exposure to both traditional and digital assets. We are committed to leveraging cutting-edge technology and expertise to deliver superior returns while adhering to the highest standards of regulatory compliance.

Position Summary:

We are seeking an experienced Portfolio Manager with a focus on Index and Passive Investing strategies. This role involves managing taxable investment portfolios that replicate specific indices, using a passive strategy tailored to the individual needs of high-net-worth clients. The successful candidate will have a deep understanding of multi-factor models, portfolio optimizers, and advanced financial tools.

Key Responsibilities:

  • Portfolio Management: Manage and optimize direct indexing portfolios, ensuring they meet performance objectives while adhering to client guidelines and regulatory standards. This includes managing exposure to various asset classes, including digital currencies.
  • Indexing & Reconstitutions: Implement reconstitutions and rebalancing strategies in alignment with index changes, taking into account trading costs, tax implications, and market impact.
  • Modeling & Analytics: Utilize multi-factor risk models and portfolio optimizers, including Axioma, BARRA, and Northfield, to manage portfolio dispersion and ensure alignment with client investment objectives.
  • Enhancements & Process Improvement: Proactively contribute to the development of portfolio management processes and technology enhancements, including the integration of Python and other advanced programming tools for portfolio analysis and management.
  • Collaboration: Liaise with sub-advisors and internal teams, including Trading, Operations, and Research, to ensure seamless portfolio management and continuous improvement in investment strategies.
Qualifications:
  • Experience: 5+ years of experience in portfolio management, with a focus on direct indexing and taxable investment strategies. Experience with digital currency portfolios is a plus.
  • Technical Skills: Proficiency in portfolio optimizers and financial tools. Strong skills in Python for portfolio analysis and process automation.
  • Education: Bachelor's degree in finance, economics, or a related field. Advanced degrees or certifications such as CFA are preferred.
  • Competencies: Strong understanding of passive investment strategies, portfolio reconstitutions, and managing dispersion within portfolios. Ability to drive enhancements in portfolio management processes.
  • Communication & Collaboration: Excellent verbal and written communication skills, with the ability to work effectively with sub-advisors and cross-functional teams.


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