Asset Management – Tax-Smart Portfolio Manager – Vice President
On-site · New York City, New York, United States
Job Summary
Asset Management – Tax-Smart Portfolio Manager at Vice President level responsible for daily tax-aware SMA portfolio management, overseeing strategy performance, translating research into scalable investment processes, and partnering with tech/research/product/client teams to enhance investment platforms. Must have 6-8 years of experience, strong data/analytical skills, familiarity with long-short investing, UMA and tax optimization, PM oversight, and Python capabilities. MBA/CFA or equivalent required; candidate should demonstrate experience with separately managed accounts and risk models.
Required Qualifications
- 6-8 years of full-time relevant work experience
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
Desired Qualifications
- MBA or CFA or equivalent
- Python skills for analytics and process improvements
- Experience with portfolio optimizers and risk models
- 6-8 years of full-time relevant work experience
- Strong data and analytical skills
- Strong communication skills
- Experience with long-short investing, UMA and/or tax managed optimizations
- Familiarity with separately managed accounts
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