Senior ETF Portfolio Strategist
2 weeks ago
The TCW Group is in search of a skilled ETF Portfolio Manager/Assistant Execution Trader to become a vital part of our newly formed ETF division. This role presents a unique opportunity to shape and enhance the ETF management capabilities within our firm, leveraging the support of an established organization to foster business growth. The position will be based in our Los Angeles office, collaborating closely with the Lead ETF Portfolio Manager located in San Francisco and the Fixed Income Portfolio Management Teams in Los Angeles.
Key Responsibilities
- Oversee ETF portfolios to achieve performance benchmarks aligned with the funds' investment goals, while ensuring compliance with regulatory standards.
- Execute index rebalances and reconstitutions, considering trading expenses, tax ramifications, market influence, and other critical factors.
- Demonstrate expertise in generating and managing fixed income custom creation and redemption order flows to optimize portfolio performance.
- Develop and implement trading and tax management strategies, leading decisions on corporate action elections.
- Ensure prudent management of portfolio, market, and operational risks, maintaining the integrity of investment and operational processes through effective risk management practices. Stay informed about all regulatory frameworks applicable to assigned portfolios.
- Utilize quantitative analysis, risk modeling, and budgeting techniques, along with market-specific insights, to enhance portfolio optimization.
- Analyze fund performance and identify sources of portfolio risk in relation to benchmarks.
- Contribute proactively to the enhancement of systems and investment processes.
- Influence the development of the next generation ETF platform, collaborating with internal teams and external vendors. Assess new markets to facilitate product launches related to portfolio management.
- Communicate complex investment concepts clearly to diverse audiences using strong verbal and written skills.
- Foster relationships and collaborate with various departments within the firm to execute new initiatives and deliver exceptional client experiences.
- Promote a positive work environment as a leader, setting a personal example and nurturing an optimal team atmosphere.
- Utilize Order Management Systems (OMS) and Execution Management Systems (EMS) to execute a wide range of global equity trades and strategies, including algorithmic trading and block trades.
- Coordinate with portfolio managers, executing brokers, and custodians.
- Oversee all trading operations and settlement processes.
- Conduct Transaction Cost Analysis (TCA), Best Execution assessments, and other trading due diligence.
- 7-10 years of comprehensive experience in the investment sector; in-depth knowledge of asset management, index funds, fixed income, ETF capital markets, and trading operations.
- A minimum of 5 years of experience in ETF portfolio management is essential, with a solid understanding of ETF and fixed income capital markets.
- A BA/BS degree is required.
- Proficiency with OMS/EMS and trading algorithms.
- A proven track record of delivering consistent investment performance in alignment with or exceeding target objectives.
- Strong grasp of index provider methodologies and index modifications.
- Familiarity with various domestic and international equity markets, investment vehicles (including derivatives), and currency hedging strategies.
- A passion for scaling processes and a deep understanding of ETF intricacies and global markets.
- Exceptional analytical and problem-solving abilities, coupled with meticulous attention to detail. Strong quantitative analytical skills, including knowledge of optimization and risk models.
- Capability to manage multiple tasks and prioritize assignments while producing high-quality work in a dynamic environment. Self-motivated and curious.
- Outstanding verbal and written communication, teamwork, and relationship-building skills.
- Familiarity with SQL/Python is a plus.
- A graduate degree and CFA designation are preferred.
Base Salary: For California-based positions, the anticipated base salary range is $185,000 to $200,000. This range is indicative only.
Additional Compensation: Eligible for consideration for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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