SMA Portfolio Manager/Trader

Seeking an experienced SMA Portfolio Manager/Trader to manage tax-sensitive accounts, focusing on investment performance and client service.

• Execute trades, monitor market conditions, and adjust portfolios accordingly.
• Oversee structured equity transactions, perform due diligence, and manage post-trade monitoring.
• Manage SMA portfolios using risk models and tools, ensuring alignment with client goals and risk tolerance.
• Implement tailored investment strategies, including tax-aware and derivative-based solutions for risk mitigation and liquidity.
• Build client relationships, provide performance updates, and participate in reviews.
• Monitor portfolio performance, prepare reports, and collaborate with research and trading teams.
• Ensure compliance with regulations and maintain accurate documentation.
• Ideal candidates have 5+ years of experience, strong risk management skills, and proficiency in portfolio management software and derivatives strategies.