Quantitative Equity Portfolio Manager

About this job

Role purpose. Manage personalized, tax-aware equity portfolios for high-net-worth, family-office and institutional clients, combining quantitative portfolio construction, disciplined implementation, risk oversight and direct client engagement. Key Responsibilities Review portfolios and optimization outputs daily to identify tax-loss-harvesting, cash-management, rebalancing and risk-control opportunities Construct and rebalance portfolios to client-directed benchmarks and customized objectives while managing tracking error, transaction costs, wash-sale considerations, and cash flows Develop and review transition analyses for cash-funded, in-kind, appreciated and concentrated portfolios; evaluate gain budgets, tax/risk trade-offs and gradual diversification paths Implement client…

This is a short summary.

Want to know if you're a fit? Check your CV against this role — free, in 30 seconds.

Most-requested skills in the United States

Based on 1,053 United States vacancies that list requirements, these are the skills employers ask for most often.

• Leadership60% of postings
• Strategy59% of postings
• Stakeholder Management45% of postings
• Budgeting27% of postings
• Project Management23% of postings
• Coaching23% of postings
• Agile/Scrum6% of postings
• Team Leadership6% of postings

Similar jobs

• Associate Product Manager - Strategic Programs & Partnerships · Danaher
• Supply Chain Manager - Loveland · Danaher
• Senior Manager, Service Marketing & Product Management - REMOTE · Danaher
• District Sales Manager - Core Diagnostics - N.CA/OR/WA · Abbott
• Manager, Customer Success · Abbott
• District Sales Manager - Core Diagnostics - S. CA · Abbott