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Natixis Investment Managers · 2 weeks ago

Associate Portfolio Manager Direct Indexing

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

$100K/yr - $140K/yr

2+ years exp

Natixis Investment Managers is a company that partners with clients to understand their unique investment objectives. The Associate Portfolio Manager will support the portfolio management process for direct indexing strategies, assisting in portfolio construction, management, and performance evaluation for high net worth and institutional clients.

Asset ManagementFinancial ServicesImpact Investing

H1B Sponsor Likely

Responsibilities

Use proprietary and third-party systems and tools to manage new and existing client accounts, loss harvest, and rebalance accounts. Thoughtfully trade off tax and risk in a time sensitive environment

Work with traders, operations, and client service to resolve portfolio management issues and enhance processes and systems

Identify and suggest enhancements to proposal and portfolio management tools. Assist in testing of programming changes before deployment

Work with client relationship managers to run proposals and help find solutions for more sophisticated situations

Support other portfolio management staff in product and process development projects

Participate in the education and sales process for clients, financial advisors, and prospects. Educate internal staff on NIM Solutions direct indexing strategies and process

Assist in performance monitoring for individual accounts and composites and evaluate composite performance using tools such as Factset, Axioma, etc

Serve as an active participant on the investment committee

Qualification

Quantitative investment managementIndex portfolio managementMulti-factor risk modelsFinancial tools FactsetFinancial tools AxiomaProgramming (Python)Excel skillsClient serviceMulti-tasking skillsVerbal communicationWritten communicationAttention to detailOrganizational skillsDecision making

Required

Undergraduate degree required, preferably with a quantitative focus such as math, statistics, econometrics, operations research, physics, financial engineering, etc

Proven knowledge of quantitative investment management, particularly related to index portfolio management, highly desirable

2+ years experience applying quantitative skills in financial services applications

Experience working with multi-factor risk models and optimization programs (e.g. Axioma, BARRA, Northfield), Factset, or other financial tools highly desirable

Strong Excel and technology skills

Superior verbal and written communication abilities

Exemplary client service with a consultative approach

Excellent attention to detail, organizational, and multi-tasking skills

Ability to make thoughtful decisions while working within tight timelines

Preferred

Graduate degree in a quantitative field and/or CFA is also desirable

Familiarity with programming and/or Python is highly desirable

Benefits

Comprehensive medical, dental and vision insurance

Paid time off

401k plan

Tuition reimbursement

Student loan repayment program

Commuter and wellness benefits

Volunteer programs

Company

Natixis Investment Managers

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers.

Founded in 1984

Paris, Ile-de-France, FRA

201-500 employees

https://www.im.natixis.com

H1B Sponsorship

Natixis Investment Managers has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2023 (2)

2022 (1)