SMA Portfolio Manager/Trader

About the Opportunity

Vident Asset Management, LLC is seeking an experienced SMA Portfolio Manager/Trader to join our dynamic team. The ideal candidate will have a strong background in managing tax-sensitive separately managed accounts, with a focus on investment performance and superior client service. This role involves implementing investment strategies, managing portfolio risk, and collaborating with various teams to ensure optimal portfolio performance.

About Company

Who we are: Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life. Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. We traditionally partner with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.

Responsibilities

• Trading and Execution: Execute trades efficiently and in compliance with best execution practices. Monitor market conditions and adjust portfolios as necessary.
• Structured Solutions Oversight: Partner with internal teams and external financial institutions to analyze, perform diligence, and oversee structured equity monetization transactions.
• Portfolio Management: Manage SMA portfolios, leveraging various tools, such as optimizers, risk models, and dashboards.
• Investment Strategy: Implement investment strategies tailored to individual client needs, including tax-aware management of concentrated equity positions.
• Client Engagement: Maintain strong relationships with clients, provide regular updates on portfolio performance and address any inquiries or concerns.
• Performance Monitoring: Continuously monitor portfolio performance and risk metrics. Prepare detailed performance reports and conduct performance attribution analysis.
• Collaboration: Work closely with research analysts, traders, and other portfolio managers to share insights and develop cohesive investment strategies.
• Compliance: Ensure all investment activities comply with regulatory requirements and internal policies.

About You

• A natural problem solver with high attention to detail and a penchant for accuracy.
• Strong understanding and an ability to manage portfolio risk.
• Excellent analytical and quantitative skills.
• Exceptional communication and interpersonal skills.
• Proficiency in portfolio management software and trading platforms.

Eligibility

Education and/or Experience:
Bachelor's degree in Finance, Economics, or a related field; advanced degree or CFA/FRM designations preferred. Experience using optimizers, such as those offered by Northfield, Axioma, Barra, Bloomberg, or Factset is highly preferred. Minimum of 5 years of experience required.

Benefits

• PTO plus 13 paid holidays
• Flexible Working Benefits
• Daily Paid Lunch for Onsite Employees
• Onsite Gym Discount
• Medical, Dental, Vision
• EAP and Telehealth with Mental Health Support
• Short and Long Term Disability
• SIMPLE IRA with up to 3% Match