We have a current opportunity for a PM (Direct indexing) on a permanent basis. The position will be based in Charlotte, NC. For further information about this position please apply.
RESPONSIBILITIES
ยท Working as a member of the investment team to implement and refine direct indexing solutions.
ยท Ongoing portfolio management of direct index portfolios including:
ยท Construct optimized equity index portfolios.
ยท Review optimization results.
ยท Ensure proper handling of client customization, tax-management objectives, and corporate actions.
ยท Implement tax efficient portfolio transitions.
ยท Work with our managed accounts team and trading desks to achieve best execution of trades.
ยท Contribute to the development and testing of new portfolio management processes and systems to improve efficiency and reduce risk.
ยท Perform after-tax performance analysis and monitoring of direct index strategies.
ยท Monitor custom benchmark data, index changes, and corporate actions.