Job Summary:
As an Investment Research and Large Scale Optimization Vice President on the Tax Smart Investment Research team you will have a unique opportunity to contribute to investment thought leadership as well as work on innovative solutions across various investment asset classes, including across equity, fixed income, and multi-asset portfolios.
Job responsibilities:
- Collaborate with portfolio management, technology, product, and operations teams to design and implement new investment products.
- Build out comprehensive research environment analyzing significant amounts of data (from simulated back tests to live accounts)
- Conduct research and analysis to underwrite existing product performance and identify optimization enhancements.
- Develop and refine predictive risk models and portfolio optimization strategies.
- Drive analytics to support investment thought leadership and strategic decision-making.
- Expand platform customizations and enhance analytical capabilities for tax-aware investing and direct indexing.
Required qualifications, skills and capabilities:
- 5+ years of full-time relevant work experience in investment research or a related field
- Detail-oriented and process-driven with a strong background in data analytics
- Proficient in coding with Python and SQL is required
- Strong analytical and problem-solving skills is required
- Excellent communication and collaboration abilities is required
- Ability to work effectively in a cross-functional team environment is required
Preferred qualifications, skills and capabilities
- Experience in designing or building portfolio optimizations and risk models is preferred
- Experience with tax optimization is preferred
- Familiarity with separately managed accounts and index methodologies is preferred
- Progress towards an MBA, CFA, and/or equivalent is desirable