Farther · 14 hours ago

FAM Portfolio Manager

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

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Responsibilities

Lead the development and management of SMA strategies across asset classes, with emphasis on tax-aware and direct indexing approaches

Design and implement quantitative investment solutions that deliver superior client outcomes

Build and maintain systematic portfolio management processes and frameworks

Create and communicate clear investment rationales and methodologies

Collaborate with technology teams to implement and scale investment strategies

Partner with client-facing teams to articulate investment approaches and portfolio decisions

Drive innovation in portfolio customization and tax management strategies

Qualification

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Portfolio ManagementQuantitative Investment SolutionsTax-aware StrategiesDirect IndexingRisk ManagementPortfolio ConstructionSystematic Investment ApproachesCFA DesignationAdvanced DegreeInvestment TechnologyIntegrationPublished ResearchMentoring Junior Professionals

Required

10-15 years of experience at a prestigious asset management firm, particularly in roles focused on quantitative investment solutions or multi-asset portfolio management

Proven track record managing tax-aware equity strategies or direct indexing portfolios

Experience working at leading global asset management firms serving private wealth clients

Deep expertise in portfolio construction, risk management, and quantitative methods

Strong technical background with understanding of systematic investment approaches

Excellence in communicating complex investment concepts to various stakeholders

Bachelor's degree required