Portfolio Manager

Vestmark, Inc. Portfolio Manager Reposted 3 Days AgoSaved Easy Apply Remote or Hybrid United States Easy Apply 140K-160K Annually Senior level 140K-160K Annually Senior levelFintech • SoftwareManage day-to-day personalized direct index portfolios including construction, rebalances, tax transitioning and tax-loss harvesting, ESG customizations, and monitoring corporate actions. Provide portfolio analysis, reporting, and ad-hoc analysis; collaborate with trading, client service, and operations to improve processes, tools, and investment outcomes while supporting product and asset class expansion.Top Skills: Direct IndexingEquity Risk ModelsEsgPortfolio OptimizersSustainability InvestingTax Loss Harvesting