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.
· Working as a member of the investment team to implement and refine direct indexing solutions.
· Ongoing portfolio management of direct index portfolios including:
· Construct optimized equity index portfolios.
· Review optimization results.
· Ensure proper handling of client customization, tax-management objectives, and corporate actions.
· Implement tax efficient portfolio transitions.
· Work with our managed accounts team and trading desks to achieve best execution of trades.
· Contribute to the development and testing of new portfolio management processes and systems to improve efficiency and reduce risk.
· Perform after-tax performance analysis and monitoring of direct index strategies.
· Monitor custom benchmark data, index changes, and corporate actions.