Portfolio Manager, Direct Indexing

2 weeks 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 Direct Indexing. 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 such as Axioma, BARRA, and Northfield. The role also offers the opportunity to work with digital currencies, enhancing the firm's capabilities in this rapidly evolving asset class.

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 such as Axioma, BARRA, and Northfield. 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.


  • New York, United States Tardis Group Full time

    Job Title: Index Rebalance Research & Sub PM’s Location: United StatesReports To: Portfolio ManagerPosition Overview:We are seeking an experienced Index Rebalance Analyst and will also look at Sub Portfolio Managers to join our dynamic team. The ideal candidate will collaborate closely with the Portfolio Manager (PM) to develop and implement index...


  • New York, United States Beacon Talent Full time $250,000 - $600,000

    Job DescriptionJob DescriptionOur client is a leading ETF Issuer specializing in innovative investment solutions, the team is looking for an experienced PM coming from a top Asset Management firm with deep expertise in Index and Passive investing strategies. Successful candidates will have experience using multi-factor models, portfolio optimizers, and...


  • New York, United States Beacon Talent Full time $250,000 - $600,000

    Job DescriptionJob DescriptionOur 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...


  • 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...


  • New York, New York, United States S&P Global Full time

    About the Position: Grade Level (for internal use): 11 Role Overview: Index Governance Automation Specialist The Team: The Index Governance Operations team is committed to upholding the Index Governance policies and procedures, focusing on index methodologies, consultations, regulatory operations, and workflows and platforms. This global team plays a pivotal...


  • New York, New York, United States Selby Jennings Full time

    Quantitative Researcher for Index FuturesA prestigious global hedge fund is seeking talented quantitative researchers with proven expertise in the index futures domain to become part of their accomplished systematic macro trading teams. This group has demonstrated remarkable success and is eager to incorporate innovative signals and strategic concepts to...


  • 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,...


  • New York, New York, United States Bank of America Full time

    Equity Risk Portfolio StrategistLocation: New York, New YorkJob Overview:The Tax Advantaged Solutions Portfolio Manager (PM) within GWIM CIO Portfolio Management is integral to a team overseeing CIO direct indexing portfolios. The PM's responsibilities encompass rebalancing, executing trades, and monitoring portfolio performance. Additionally, the PM...


  • New York, United States Selby Jennings Full time

    Index Futures Quantitative Researcher | NYC A top global hedge fund is looking for quantitative researchers with track records within the global index futures space to join one of their highly successful systematic macro trading pods. This team has an excellent track record of success and is looking to integrate new signals and strategies ideas that will...


  • New York, New York, United States MSCI Full time

    Reporting to the Global Head of Index Marketing based in New York, the Vice President, Index Product Marketing, will lead the development and implementation of marketing strategies tailored to promote MSCI's Index products, primarily focusing on fixed income and ETF partnerships.This role is highly collaborative, working across MSCI's product lines and with...


  • New York, New York, United States Bloomberg Full time

    About the RoleWe are seeking an experienced Index Sales Specialist to join our team at Bloomberg. As an Index Sales Specialist, you will be responsible for driving the design, adoption, and education of Bloomberg Index products for use within the insurance and sell-side industries.Key ResponsibilitiesBuild and maintain relationships with key decision-makers...

  • Team Leader

    3 months ago


    New York, United States Bloomberg Full time

    Team Leader - Third Party Index Data (Index Automation) New York, NY Posted Mar 7, 2024 - Requisition No. 123663 Bloomberg runs on data, and the Bloomberg Data team is responsible for supplying it. Our department is responsible for collecting, analyzing, processing, and publishing the data that is the backbone of our iconic Bloomberg Terminal. We...


  • New York, United States J K Barnes Full time

    A large hedge fund with a strong track record, institutional investor base, and world-class infrastructure is looking to hire an experienced analyst to become the number 2 in a successful pod team. You will be working on the core strategy alongside the PM and will be very influential to the performance of the portfolio, ultimately setting you up to build a...


  • New York, United States J K Barnes Full time

    A large hedge fund with a strong track record, institutional investor base, and world-class infrastructure is looking to hire an experienced analyst to become the number 2 in a successful pod team. You will be working on the core strategy alongside the PM and will be very influential to the performance of the portfolio, ultimately setting you up to build a...


  • New York, United States Eka Finance Full time

    This well capitalized, sizable and consistently profitable firm (with extremely low market correlation, beta < 0.002) is looking for experienced (mid to sr level) researcher and Trader/PM with the solid track record of researching/developing/trading automated futures (index/equity, commodities, etc.) trading strategies.   The Head of the desk would now...


  • New York, United States Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    Role Description SMBC is hiring an Analyst within the Sponsor Finance- Portfolio Management and Origination team. This position is responsible for managing a mid-market and large cap portfolio of Private Equity backed Leveraged loans that are primarily rated singe B (or equivalent). This role is responsible for credit monitoring as well as new business...

  • Portfolio Manager

    5 days ago


    New York, New York, United States LAZ Parking Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Operations to join our team at LAZ Parking. As a key member of our leadership team, you will be responsible for overseeing the financial and operational aspects of our assigned portfolio, ensuring seamless 24/7 parking management.Key ResponsibilitiesManage a portfolio of clients,...

  • Managing Director

    3 weeks ago


    New York, United States Selby Jennings Full time

    An NYC-based middle market direct lender is looking to add a Managing Director to focus on Portfolio Management. The firm provides bespoke credit solutions to companies requiring capital support for challenges or financial distress. The Portfolio Management MD will be responsible for managing and monitoring and post-investment relationship with multiple...

  • Managing Director

    3 months ago


    New York, United States Selby Jennings Full time

    An NYC-based middle market direct lender is looking to add a Managing Director to focus on Portfolio Management. The firm provides bespoke credit solutions to companies requiring capital support for challenges or financial distress. The Portfolio Management MD will be responsible for managing and monitoring and post-investment relationship with multiple...

  • Portfolio Manager

    3 months ago


    New York, United States AllianceBernstein Holding L.P. Full time

    Who You'll Work With: You are a highly skilled Insurance Portfolio Manager who will report to the Director of Insurance Portfolio Management. You will work in a team-based environment and will be part of our Insurance Portfolio Management team. What You'll Do: You will combine their deep understanding of insurance company needs and fixed income products to...