Equity Index Portfoli Manager

  • USD130000 - USD150000 per annum + bonus
  • Boston, MA, USA Boston MA US
  • Permanent, Full time
  • Huxley Banking & Financial Services
  • 02 Jul 18 2018-07-02

Our equity index team manages over $315b in global equity assets including US, developed, international, emerging markets and thematic indices. The vehicles managed include ETF's, separately managed accounts, and sub-advised mutual funds for both domestic and international investors. The Portfolio Manager will become an integral member of a team responsible for managing passive strategies.

Responsibilities:

  • Ensure that all portfolios are managed within their investment objectives
  • Coordinate the investment process, making sure that performance targets are met
  • Analyze risk reports, monitors day-to-day cash flows, and calculate trades to keep portfolios in line with index or targeted mandate
  • Conduct monthly performance attribution analysis
  • Assist in client reporting

Qualifications:

  • 3-5 years of experience in a similar position and an in-depth knowledge of the index portfolio management and cash flow processes
  • Portfolio construction expertise of equity strategies is required
  • Understanding of domestic and international equity markets along with various instruments including ETFs, futures and currencies
  • High level of systems knowledge including: risk, optimizers, performance data and attribution, and OMS
  • Comprehensive analytical skills are essential
  • A self-motivated team player capable of working well with colleagues across the business. Confidence taking responsibility for all kinds of tasks, processes and projects
  • Strong organizational skills, a disciplined and precise approach
  • BA Degree in Finance or Business or Related Field
  • Master's degree, CFA or progress towards completion of CFA preferred

Sthree US is acting as an Employment Agency in relation to this vacancy.