Responsibilities include:
- 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.
Qualifications of an ideal candidate include:
- 3 years of ETF and index portfolio management experience is required.
- 10+ years of overall experience in the investment industry.
- 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.
