Portfolio Manager

Vestmark has been supporting clients’ direct indexing solutions for more than a decade. As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team. This person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio management and rebalance, ESG customizations and tax optimization. In addition, this person will work in a fast paced, dynamic environment with a growth mindset to support future expansions of new products and asset classes. This position can be based out of Wakefield, MA or Remote. Key Responsibilities: Be a key contributor in the development and implementation of direct indexing solutions Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review Provide tax transitioning and tax loss harvesting to maximize tax efficiency Provide portfolio analysis, reporting and monitoring of direct index strategies and ad-hoc analysis Work closely with trading, client service, operations to improve portfolio management efficiency, maximize investment outcome and ensure client success Collaborate with internal stakeholders to improve investment processes, and enhance investment management tools and systems Qualifications: Bachelor’s degree in a relevant field required, Graduate degree and CFA designation strongly preferred 5-7+ years of hands-on investment management experience Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience managing direct index portfolios strongly preferred Experience in tax loss harvesting and generate tax alpha Strong understanding of direct indexing, customizations, ESG and sustainability investing, and tax optimization Strong opera