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