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Responsibilities:
- Manage assigned portfolios to meet or exceed performance standards while adhering to client-specified or regulatory restrictions.
- Proactively generate value through trading strategies, corporate actions, tax mitigation, and other opportunities.
- Ensure portfolio risk is prudently managed and operational processes maintain integrity.
Qualifications:
- 3+ years of ETF and index portfolio management experience required.
- 10+ years overall experience in the investment industry, with programming skills desired.
- BA/BSc degree required, CFA preferred, and strong quantitative analytical skills.
Skills Required:
- Strong understanding of index provider methodologies and index changes.
- Ability to multi-task, prioritize, and produce high-quality work in a fast-paced environment.
- Excellent verbal and written communication, teamwork, and relationship-building skills.
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