Portfolio Manager

About the role

This role manages direct indexing investment operations and shapes solution development. The manager executes portfolio construction and optimization for personalized equity strategies.

Most organizations organize this kind of work into small teams with a clear owner for each project. People are expected to set priorities, share progress, and ask for help early. Written communication matters because decisions are often recorded and revisited. Successful professionals in any field share a few habits: they take notes, keep commitments, and communicate in writing. Teams value people who make their work easy to review and build on.

Key facts

What you'll do

Customized equity investment architecture is defined to support evolving direct indexing solutions and new asset classes.

Efficiency in portfolio management is improved through cross-functional collaboration with trading, client service, and operations, which also maximizes investment outcomes and ensures client success.

Investment processes and management tools are enhanced through collaboration with internal stakeholders to support long-term performance.

Requirements

A Bachelor's degree in a relevant field is mandatory for this position.

Graduate degrees and CFA designation are strongly preferred for advanced analytical responsibilities.

Hands-on investment management experience of 5-7+ years underpins consistent execution in complex environments.

Managing equity portfolios while maximizing tax efficiency and tracking an index is required for strategy alignment.

Direct index portfolio management experience is preferred to navigate customizations and nuanced implementations.

Tax loss harvesting experience is required to generate tax alpha and improve after-tax returns.

A strong understanding of direct indexing, ESG customization, and tax optimization guides solution design for client needs.

Operational experience running, analyzing, and improving processes and systems ensures reliability and scalability.

Knowledge of equity risk models and portfolio optimizers supports decision-making and scenario testing.

Communication and collaboration skills enable productive teamwork and stakeholder alignment.

Quantitative and analytical skills drive accurate assessment and solution development.

Contributions to the growth of core values, including We Before Me, Positive Energy, Knowledge Explorer, and Own It, reinforce team culture.

Nice to have

Graduate degrees and CFA designation provide advanced credentials for complex investment tasks.

Experience managing direct index portfolios strengthens handling of ESG customizations and tax-sensitive strategies.

Skills & tools

Equity risk models and portfolio optimizers guide allocation and risk control in direct indexing workflows.

Direct indexing platforms and portfolio management systems support personalized strategy execution and reporting.

Practical notes

This role is based in Wakefield, MA, or Remote, with flexibility for US-based work.

The team operates in a fast-paced, dynamic environment that expects growth-minded contributions.

Typical interview steps

Interviews in this field typically test judgment, communication, and fit as much as technical skill. Be ready to describe a challenge you faced, what you did, and what you learned. Most companies value honest answers over polished ones. Whatever the role, preparation is visible. Reviewing the company's product, the job description, and your own past work before the conversation is the strongest step.

Good to know

The role focuses on direct indexing strategies within equity investment management.

Core tools include equity risk models, portfolio optimizers, and direct indexing platforms.

The position emphasizes tax efficiency, customization, and client-specific portfolio outcomes.

Success depends on collaboration across trading, client service, and operations teams.

The compensation model follows a market-based approach aligned with skills, experience, and scope.

Career growth

Career growth comes from taking on harder problems and making your work visible. Look for opportunities to own outcomes, mentor others, and learn the business beyond your team. Growth in any career comes from scope, results, and reputation. Take on work that is slightly uncomfortable, and make sure others can see the outcomes.