Bank Of America Direct Indexing Portfolio Manager 

United States, New York, New York 

783090793

Job Description:

Tax Advantaged Solutions Portfolio Manager (PM)

Enterprise Role Overview

Qualifications

Key Skill Requirements:

• Knowledge of modern portfolio theory, equity risk models and mean-variance optimization.
• Ability to perform quantitative analysis of large amount of data using Excel, Tableau, R, Python or C.
• Knowledge of API programing using R or Python a plus.
• Broad-based knowledge of investments, tax, and operations necessary to service clients.

Required qualifications:

• 5+ years of quantitative portfolio management and trading experience using equity risk models and mean-variance optimization. Experiences managing direct indexing portfolios a plus.
• Minimum of 8+ yrs. experience in financial services or investments
• Undergraduate degree in a quantitative discipline. A graduate degree in a STEM field, or Finance/Economics is preferred.
• Ability to work independently as well as with a team.

1st shift (United States of America)