- New York, New York, United States
- Hybrid
- Full-time
- $115K–$140K per year
- 2–5 years
Supports a Direct Indexing team managing quant-oriented tax efficient SMA strategies, overseeing proposals, rebalancing accounts, and improving operational efficiencies.
Compensation
The estimated base salary for this role is $115,000- $140,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.
Responsibilities
- Oversee and manage proposals sent to clients demonstrating tax and risk impacts of transitioning their portfolio(s) to a Tax Efficient strategy.
- Troubleshoot issues and pursue supplemental analysis, when needed.
- Explain results to internal partners, when needed.
- Pursue operational efficiencies by designing and coordinating with software engineers to improve or build new tools related to portfolio management, account onboarding and servicing or business development processes.
- Support Portfolio Managers in rebalancing accounts and respond to client requests such as cash additions, cash raises and gifting.
Requirements
- Bachelor’s degree
- Nice to have: AI generative AI