Senior Manager, Consulting Services – SASE
Palo Alto Networks
PMPTableau
Associate Portfolio Manager
Vestmark
full-time
Posted on:
Location: Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
PythonSQL
About the role
- Work closely with and support the Portfolio Management team on the day-to-day investment management operations
- Perform optimization testing and scenario analysis using optimization tools such as Northfield / MARS
- Conduct ad hoc investment research by writing code in SQL and Python
- Monitor index changes, corporate actions and other investment and client related data
- Collaborate and communicate with trading and operations team to implement effective trading strategies
- Work closely with sales consultants in reviewing tax transition optimizations, mitigate issues raised, respond to client requests
- Partner with product management and technology teams to develop, automate and enhance systems and processes to improve portfolio management efficiency
- Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It
Requirements
- Master’s degree in financial or quantitative discipline, CFA preferred
- 2-5 years of investment management experience
- Knowledge of quantitative investing and portfolio management concepts including risk modeling, optimization (Northfield Open Optimizer), portfolio construction, index methodology
- Experience in programming languages such as Python, R, SQL, advanced Excel
- Ability to communicate effectively both written and verbally
- Ability to meet tight deadlines and work under pressure with high attention to detail
- Team player working with highly collaborative and cross-functional teams
