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 Quantitative Analyst to work as a member of the Quantitative Portfolio Management team to implement personalized direct indexing strategies, assist Portfolio Managers in the day-to-day management of portfolios, and support analytical and operational needs of the investment management team. The role is hybrid and based out of Wakefield, MA.
Responsibilities:
Work closely with and support the Portfolio Management team on the day-to-day investment management operations
Perform optimization testing and scenario analysis using optimization tools such as Northfield / MARS
Conduct ad hoc investment research by writing code in SQL and Python
Monitor index changes, corporate actions and other investment and client related data
Collaborate and communicate with trading and operations team to implement effective trading strategies
Work closely with sales consultants in reviewing tax transition optimizations, mitigate issues raised, respond to client requests
Partner with product management and technology teams to develop, automate and enhance systems and processes to improve portfolio management efficiency
Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It
Qualifications:
Master’s degree in financial or quantitative discipline, CFA preferred
2-5 years of investment management experience
Knowledge of quantitative investing and portfolio management concepts including risk modeling, optimization (Northfield Open Optimizer), portfolio construction, index methodology
Experience in programming languages such as Python, R, SQL, advanced Excel
Ability to communicate effectively both written and verbally
Ability to meet tight deadlines and work under pressure with high attention to detail
Team player working with highly collaborative and cross-functional teams
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.
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