Vestmark

Associate Portfolio Manager

Vestmark

full-time

Posted on:

Origin:  • 🇺🇸 United States • Massachusetts

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Job 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