Asset Management, Tax Smart Portfolio Manager, Senior Associate
On-site · New York City, New York, United States
Job Summary
Senior Associate Tax-Smart Portfolio Manager focused on tax-aware SMA portfolios, overseeing performance attribution, translating research into actionable, investable systematic investment processes, and collaborating with technology, research, product, and client teams to design and improve scalable investment platforms. Requires 2-5 years of relevant experience, strong data analytics, Python, exposure to long-short investing and UMA, tax optimization, and familiarity with separately managed accounts; progress towards MBA/CFA and/or equivalent is preferred.
Required Qualifications
- 2-5 years of full-time relevant work experience
- Strong data and analytical skills
- Experience with portfolio optimizers and risk models
- Detail oriented and process driven
- Strong communication skills
- Exposure to long-short Investing, UMA
- Experience with tax optimization
- Familiarity with separately managed accounts
- Progress towards MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
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