Job purpose:
- Our US Index Equities team is looking for a Index Equity Portfolio Manager that will manage equity index funds and client portfolios to achieve stated performance objectives while mitigating operational risk
- They will need to have a thorough understanding of market trends and developments and will assist with the continued growth of Northern Trust’s equity index asset management business.
Your Responsibilities:
- Manages equity index funds and/or client portfolios within expected risk limits and achieves performance consistent with stated client objectives
- Ensures that portfolios are maintained within investment guidelines and that they do not violate applicable government and industry regulations and trends
- Ensures that securities held in portfolios are appropriate for the goals of the client and monitors results for consistency
- Researches and implements sophisticated trading strategies to maximize investor wealth
- Uses systems to rebalance funds as needed, to invest cash and to accommodate contributions/withdrawals
- Maintains knowledge of financial markets, regulatory developments and the evolving index landscape
- Engages with clients and prospects to represent our investment process, philosophy and performance
- Identifies opportunities to improve efficiency and mitigate operational risk.
Skills/Qualifications:
- Knowledge of modern portfolio management theory and applications
- Knowledge of securities markets acquired through work experience
- Exceptional organizational skills and the demonstrated ability to work independently and exercise sound business judgement
- Strong, demonstrated skills in oral and written communication
- Demonstrated teamwork and interpersonal skills exemplified by the ability to forge strong relationships with internal and external partners (i.e. sales, client servicing, technology, performance analysis, back office, etc.)
- Results-oriented with attention to detail and strong analytical skills
- Self-starter with a proven ability to manage workflow across cross-functional teams under multiple competing deadlines
- 3-6 years of index equity portfolio management experience
- Experience as an ETF Portfolio Manager is a plus
- Experience working with Aladdin
- Bachelor’s degree required
- MBA and/or CFA preferred.
Source: for more information click here.
