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Vest · 1 day ago

Portfolio Manager/Trader

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

Vest Financial is a rapidly growing investment management firm specializing in Target Outcome Strategies. The Portfolio Manager will manage investment portfolios, implement strategies, and collaborate with various partners to ensure efficient fund management while also supporting product development and technology infrastructure.

Asset ManagementCrowdfundingFinanceFinancial ServicesFinTechInsuranceRetirementTrading PlatformVenture Capital

Senior Management

Responsibilities

Managing existing investment portfolios

Responsible for the implementation of investment strategies, including trading and operations, for the firms' ETFs, mutual funds, and other products

Trading securities in response to investment strategy objectives, market moves, and inflows/outflows from investment strategies

Working with brokerage firms to get best execution on securities being traded

Working with brokers, fund accountants, custodians, index providers, and other partners to assure funds are managed accurately and efficiently

Monitoring daily market moves and understanding their impact on our portfolios

Developing a strong understanding of capital markets, with a focus on options and other derivatives

Assisting in creating and building out the Portfolio Team’s technology and automation infrastructure utilizing Python, SQL, and VBA

Write and edit code that allows the Portfolio Management team to trade and manage a large and growing number of investment portfolios with a strong emphasis on building scalability while also minimizing operational risks

Creating, improving, and automating trading processes

Managing the portfolio management database system

Creating, improving, and automating daily/monthly/quarterly reporting processes

Building new trading logic to accommodate the launches of new portfolio

Supporting the Product Development team in developing new investment strategies/products

Responsible for originating and structuring investment strategies that will meet our clients' overall investing and risk management needs

Monitoring markets and product trends

Working with partners to gain original insights into markets

Understanding potential clients' needs through collaboration with the sales team

Designing, structuring, and pricing solutions through extensive research and data analysis

Exploring possibility of packaging select investment solutions into asset management products

Communicating efficiently with sales force to facilitate marketing and distribution of the products/investment strategies

Turning investment ideas into products by collaborating with partners such as legal counsel, fund/managed account administrators, accountants, and custodians

Qualification

Portfolio managementPythonSQLExcel/VBAQuantitative skillsAnalytical mindEntrepreneurial attitudeAttention to detailWork ethicOrganizational skills

Required

BS degree required (finance, computer science, engineering, or similar disciplines preferred)

Minimum of two years of experience in Python and SQL preferred (preferably with an Asset Management firm) with a focus on building scalability while minimizing operational risks

Minimum of three years of experience in portfolio management preferred. Knowledge of options, volatility, and/or structured derivatives is a plus

Strong quantitative skills and an analytical mind

Expert Excel/VBA skills and report writing skills

Highly articulate and organized with strong attention to detail

Start-up firm mentality/entrepreneurial attitude

Have strong work ethic and the ability to handle a fast-paced working environment

Strong sense of personal responsibility and desire to be challenged

May work remotely but must be located in US and work during East Coast business hours, with visits to the Washington DC area office a few times per year

Benefits

401(k) with matching contribution

Competitive medical, dental, and vision coverage for you and your dependents

Remote-first company

Flexible PTO

Paid parental leave

Quarterly performance bonuses

Company

Vest

$50+ Billion* Milestone Achieved | Target Outcome Investments® Pioneers Most investments target speculative returns with uncertain risk over uncertain timeframes.

Founded in 2012

Mclean, Virginia, USA

11-50 employees