Responsibilities
- Innovatively contribute to delivering consistent and driven investment performance.
- Manage portfolios to meet or exceed performance mandates consistent with investment objectives, while adhering to regulatory, firm-, and/or client-specific guidelines and restrictions.
- Generate value proactively through rebalance strategies, analysis of corporate actions, tax overlay strategies, and other opportunistic events.
- Ensure portfolio risk is holistically and prudently led. Align investment and operational processes with sound risk management framework. Remain knowledgeable of all regulatory frameworks relevant to portfolios.
- Fixed Income knowledge is a plus.
- Apply quantitative, systematic, and rules-based techniques to portfolio management and risk budgeting.
- Calculate fund performance attribution and understand sources of portfolio risk relative to its benchmark.
- Contribute to investment and system enhancements and development of future states of the ETF platform working closely with internal developers and third-party vendors.
- Evaluate new strategies and markets to support product launches from the portfolio management perspective.
- Articulate complex investment topics to a diverse audience using strong verbal and written communication skills.
- Build strong working relationships throughout the organization and the industry to execute new initiatives and deliver superior investment outcomes for clients.
Qualifications / Skills / Experience
- 5 – 7 years of proven experience in the investment management industry.
- 3 years minimum of ETF portfolio management and/or fixed income portfolio management experience required.
- Bachelor’s degree required. Graduate degree, CFA (or working towards CFA) a plus.
- Comprehensive knowledge of ETFs and passion for enhancing ETF and investment processes.
- Strong analytical and problem-solving skills.
- Knowledge of optimization and risk models.
- Ability to prioritize while being flexible to shift focus as needed.
- Excellent verbal and written communication, relationship building, and collaborative skills.
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