Seeking a Vice President level Tax-Smart Portfolio Manager within the Customized Managed Account Solutions team managing over $50B in AUM across tax-aware strategies, including long-short, UMAs, and tax overlays.
The role involves partnering with research teams to develop, implement, and oversee tax-efficient investment strategies, manage daily portfolios, monitor performance, and translate research into systematic investment processes.
Key skills include 6-8 years of experience, strong data and analytical capabilities, familiarity with portfolio optimizers, risk models, long-short investing, and separately managed accounts.
Preferred qualifications include an MBA, CFA, and Python skills.
The position offers competitive compensation, benefits, and emphasizes diversity, inclusion, and professional growth.