Manager

• As a key member of the Portfolio Management team, manage client assets using portfolio optimization tools and proprietary quantitative rules-based engines
• 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

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