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Senior Portfolio Manager, Direct Indexing

Company: Brinker Capital
Location: Berwyn
Posted on: May 23, 2020

Job Description:

Summary Develops, manages and supports products, policies and procedures for direct indexing and tax management solutions programs. Primary responsibility for all investment related aspects of direct indexing-related products including product research, implementation, portfolio construction, trade review, risk management, and performance. Essential Duties& Responsibilities

  • Key decision maker for direct indexing and related products
  • Participate in all aspects of direct indexing product development
  • Implement, manage and monitor all direct indexing and related products
  • Establish direct indexing trade workflow
  • Assist in full integration and oversight of tax management solutions platform from proposal generation to client reporting
  • Manage junior personnel within direct indexing and tax management solutions group
  • Provide market commentary and insights
  • Assist sales and marketing through development of advisor/client materials and development of new materials
  • Participate in presentations, conference calls, conferences
  • Work with Product, Wealth Advisory, and Investment Departments to help set overall direct indexing and tax management strategy Qualifications
    • Team player with strong quantitative, analytical, communication, organizational and managerial skills
    • Minimum 10 years' experience in global financial markets. Hands-on direct indexing money management experience and ability to raise new money preferred
    • In depth understanding of capital markets, fee-based asset management business, portfolio construction, tax optimization and risk management
    • Advanced degree in Finance or similar. CFA required MBA a plus

Keywords: Brinker Capital, Philadelphia , Senior Portfolio Manager, Direct Indexing, Accounting, Auditing , Berwyn, Pennsylvania

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