Portfolio Manager

Role Overview

• Manage the assigned portfolios to meet or exceed performance standards consistent with fund’s investment objectives while adhering to client-specified or regulatory restrictions and constraints.
• Proactively generate value add through trading strategies, corporate action elections, tax mitigation strategies or other ad-hoc opportunities.
• Ensure portfolio risk is prudently managed, and that investment and operational processes have integrity by engaging in sound risk management practices.
• Stay knowledgeable of all regulatory frameworks under which assigned portfolios operate.
• Knowledgeable on various investment vehicles (including derivatives) and currency hedging strategies.
• Apply quantitative techniques and models, coupled with specific market experience, ETFs and index construction to portfolio management, product development and risk budgeting.
• Have a strong understanding of index provider methodologies and index changes.
• Affect index changes in the market with a balanced risk approach around tracking to the benchmark.
• Attribute fund performance and understand sources of portfolio risk relative to the benchmark.
• Proactively contributes to overall systems/investment process enhancements.
• Influence and impact the development of the next generation ETF platform, working with internal Technology team and outside vendors.
• Evaluate new markets to support product launches around portfolio management issues.
• Ensure new processes are implemented appropriately.
• Build relationships and work together with different parts of the firm to get new initiatives executed and deliver superior client experience.
• Contribute to a positive team culture and foster optimal work environment for the team.

Requirements

• 10+ years of overall experience in the investment industry
• 3 years of ETF and index portfolio management experience is required.
• Programming skills is desired.
• BA/BSc degree required, and CFA designation preferred.
• Excellent analytical and problem-solving skills coupled with a strong attention to detail.
• Strong quantitative analytical skills, including knowledge of optimization and risk models.
• Ability to multi-task and prioritize assignments, while producing a high-quality work in a fast-paced environment.
• Curious and self-motivated.
• Excellent verbal and written communication, teamwork, and relationship-building skills.