Portfolio Manager

Vestmark

Portfolio Manager managing direct indexing investment solutions for Vestmark Advisory Solutions. Contribution to product development and personalized portfolio management in a fast-paced environment.

Posted 5/12/2026full-timeWakefield • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $140,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact

Be a key contributor in the development and implementation of direct indexing solutions
Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review
Provide tax transitioning and tax loss harvesting to maximize tax efficiency
Provide portfolio analysis, reporting and monitoring of direct index strategies and ad-hoc analysis
Work closely with trading, client service, operations to improve portfolio management efficiency, maximize investment outcome and ensure client success
Collaborate with internal stakeholders to improve investment processes, and enhance investment management tools and systems

Requirements

What you’ll need

Bachelor’s degree in a relevant field required, Graduate degree and CFA designation strongly preferred
5-7+ years of hands-on investment management experience
Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience managing direct index portfolios strongly preferred
Experience in tax loss harvesting and generate tax alpha
Strong understanding of direct indexing, customizations, ESG and sustainability investing, and tax optimization
Strong operational experience running, analyzing, and improving processes and systems
Working knowledge and experience using equity risk models and portfolio optimizers
Excellent communication and collaboration skills, team-player
Strong quantitative and analytical skills
Contribute to the growth and development of core values.

Benefits

Comp & perks

company-paid medical premiums of 90%
competitive time-off program
equity-based grants for all new hires

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio managementdirect indexingtax loss harvestingportfolio analysisequity risk modelsportfolio optimizerstax optimizationinvestment managementrebalancemonitor index changes

Soft Skills

communicationcollaborationteam-playerquantitative skillsanalytical skillsprocess improvementstakeholder engagementclient successoperational experienceinvestment processes

Certifications

Bachelor's degreeGraduate degreeCFA designation