[Remote] Portfolio Operations Analyst
Note: The job is a remote job and is open to candidates in USA. Vestmark is a company that has been supporting clients’ direct indexing solutions for over a decade. They are seeking an analyst to assist portfolio managers in managing direct indexing and tax overlay portfolios, focusing on analytical and operational needs.
Responsibilities
- Support the portfolio management team on the day-to-day investment management operations including oversight of all quality assurance tasks
- Conduct ad hoc operational research by writing code in SQL and Python
- Collaborate and communicate with trading and operations teams to ensure trades are released and executed according to the portfolio managers’ guidelines
- Partner with product management and engineering teams to articulate and draft portfolio managers’ technical requirements for rules-driven optimizations
- Perform testing plan and execution of User Acceptance Testing across latest development releases, document results and bugs
Skills
- 2-5 years of investment management experience
- Proficiency in programming languages such as SQL, Python, advanced Excel
- Knowledge of quantitative investing and portfolio management concepts including risk modeling, optimization (Northfield Open Optimizer), portfolio construction
- Ability to communicate effectively both written and verbally
- Ability to meet tight deadlines and work under pressure with high attention to detail
- Team player working with highly collaborative and cross-functional teams in an extremely fast paced environment
- Master's degree in financial or quantitative discipline
Benefits
- Equity-based grants for all new hires
- Company-paid medical premiums of 90%
- A competitive time-off program
- Other variable compensation, if eligible
Company Overview