Apply on Employer Site

NISA Investment Advisors, LLC · 1 day ago

Senior Manager, Taxable Investment Strategies

St Louis, MO

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. The Senior Manager, Taxable Investment Strategies will lead firmwide collaboration to provide customized solutions to large domestic institutional investors, focusing on tax-sensitive investment solutions across various asset classes.

BankingCrowdfundingFinancial Services

Responsibilities

Serve as a subject matter expert on tax-aware investment strategies, including direct indexing, tax loss harvesting, quantitative equity tax optimization, shadow benchmarking and after-tax performance analysis

Collaborate throughout the organization (including portfolio management, client services, compliance, performance measurement and operations) to design, implement and support tax-efficient investment solutions

Provide consultation and guidance to other team members regarding the interaction of tax considerations with investment strategies

Analyze client portfolios to identify tax optimization opportunities and communicate findings effectively

Lead client meetings and presentations, translating complex tax and investment concepts into actionable insights

Develop and maintain relationships with clients, consultants, and internal stakeholders

Contribute to thought leadership and product development in the area of tax-aware investing

Mentor junior team members and support their development

Qualification

Tax-aware investment strategiesU.S. tax code knowledgeAsset/wealth management experiencePortfolio analytics toolsTax management strategiesExcel proficiencyCommunication skillsInterpersonal skillsMentoring abilities

Required

Bachelor's degree in Accounting, Finance, Economics, or a related field

Minimum of ten years of experience in asset/wealth management or tax advisory with direct experience in investments

Deep understanding of U.S. tax code as it relates to investment portfolios and various taxable entities, including individuals, partnerships, trusts and estates

Familiarity with common tax management strategies, including direct-indexing, etc

Strong interpersonal and communication skills, with the ability to explain complex tax and investment concepts clearly

Proficiency in Excel