Portfolio Manager/Trader

Opportunity to join a growing, innovative investment firm.  Start-up personality, outstanding analytical skills and strong work ethic are must-haves.  We are looking for a Portfolio Manager to join our Portfolio Management team.  Candidates should have 3-10 years of experience in investment management and possess intermediate coding skills.  Work from anywhere in the US. 

Primary Responsibilities:

Managing existing investment portfolios.  Responsible for the implementation of investment strategies, including trading and operations, for the firms' ETFs, mutual funds, and other products.  Primary responsibilities within this function will include:

• Trading securities in response to investment strategy objectives, market moves, and inflows/outflows from investment strategies
• Working with brokerage firms to get best execution on securities being traded
• Working with brokers, fund accountants, custodians, index providers, and other partners to assure funds are managed accurately and efficiently
• Monitoring daily market moves and understanding their impact on our portfolios
• Developing a strong understanding of capital markets, with a focus on options and other derivatives

Secondary Responsibilities:

Assisting in creating and building out the Portfolio Team’s technology and automation infrastructure utilizing Python, SQL, and VBA.  Write and edit code that allows the Portfolio Management team to trade and manage a large and growing number of investment portfolios with a strong emphasis on building scalability while also minimizing operational risks.  Assignments within this function may include:

• Creating, improving, and automating trading processes
•  Managing the portfolio management database system
•  Creating, improving, and automating daily/monthly/quarterly reporting processes
•  Building new trading logic to accommodate the launches of new portfolio

Tertiary Responsibilities:  Supporting the Product Development team in developing new investment strategies/products.  Responsible for originating and structuring investment strategies that will meet our clients' overall investing and risk management needs.  Assignments within this function may include:

• Monitoring markets and product trends
• Working with partners to gain original insights into markets
• Understanding potential clients' needs through collaboration with the sales team
• Designing, structuring, and pricing solutions through extensive research and data analysis
• Exploring possibility of packaging select investment solutions into asset management products
• Communicating efficiently with sales force to facilitate marketing and distribution of the products/investment strategies
• Turning investment ideas into products by collaborating with partners such as legal counsel, fund/managed account administrators, accountants, and custodians

REQUIREMENTS

• BS degree required (finance, computer science, engineering, or similar disciplines preferred)
• Minimum of two years of experience in Python and SQL preferred (preferably with an Asset Management firm) with a focus on building scalability while minimizing operational risks
• Minimum of three years of experience in portfolio management preferred. Knowledge of options, volatility, and/or structured derivatives is a plus
• Strong quantitative skills and an analytical mind
• Expert Excel/VBA skills and report writing skills
• Highly articulate and organized with strong attention to detail
• Start-up firm mentality/entrepreneurial attitude
• Have strong work ethic and the ability to handle a fast-paced working environment
• Strong sense of personal responsibility and desire to be challenged
• May work remotely but must be located in US and work during East Coast business hours, with visits to the Washington DC area office a few times per year