Senior Investment Manager, Separately Managed Accounts
$150,000–$250,000 year
On-siteBoston, Massachusetts, United States
Boston, Massachusetts, United StatesOn-siteFull Time$150,000–$250,000 yearSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Review discretionary client portfolios primarily invested in US and international equity, executing daily equity trading activities across standalone and sleeve forms. Enhance long/short equity strategies, optimize portfolio construction for tax-aware and non-taxable SMAs, and develop transition strategies and hypothetical account reviews. Liaise with operation teams to maintain model alignment and monitor performance, execution, and risk metrics while collaborating with Business Oversight, Research, and Technology to improve model management processes.
Required Qualifications
- Deep understanding of long/short equity investing, short selling and securities finance
- Extensive experience trading, articulating, or creating long/short equity strategies
- Bachelor's Degree
- 5+ years of meaningful investment experience in research, portfolio management, or trading
- Ability to operate in a demanding environment with an adaptable skill set, creative problem-solving skills, and the ability to multi-task and work across many projects
- Excellent oral and written communication skills
- Extraordinary attention to detail, as well as great analytical skills that allow for independent judgement and conclusive reasoning while dealing with significant time constraints
- Ability to work effectively on a collaborative team with a strong spirit of innovation, maintaining comfort in undefined environments
- Awareness of portfolio optimization tools and techniques like Axioma and risk models like Barra
- Strong quantitative analysis skills around oversight of portfolio holdings & risk exposures
- Skilled using AI tools and techniques
- Experience using FactSet or Bloomberg
- Skilled in advanced programming languages like R, Python and SQL
- Comfort working with large datasets, using database tools and platforms as well as report and visualization platforms like Tableau
- 100% onsite presence
Desired Qualifications
- Emphasis in finance/accounting/economics subjects
- Existing or progress toward a professional designation or certification including, but not limited to CPA, CFP, CQF etc.
- Skilled in advanced programming languages like R, Python and SQL strongly preferred
- Comfort working with large datasets, using database tools and platforms as well as report and visualization platforms like Tableau
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