Portfolio Management Engineer
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Our client a leading financial firm is seeking a Portfolio Management Engineer to serve as a key liaison between clients portfolio management trading and custodial partners. This hybrid role blends finance technology and client engagement ideal for someone passionate about leveraging technology to optimize portfolio management and trade execution.
Key Responsibilities
- Act as the bridge between portfolio management trading teams and custodians to ensure seamless operations and client experience.
- Implement platform enhancements and process improvements based on stakeholder input and market best practices.
- Collaborate with portfolio construction teams to align investment strategies with client goals.
- Serve as a client-facing contact for portfolio management trading and performance reporting.
- Provide technical insight and feedback to enhance platform functionality (no coding required at production scale).
Qualifications
- 2 years of experience in equities portfolio management or investment operations.
- Experience working with custodian platforms (e.g. Schwab Fidelity).
- Familiarity with order management systems and algorithmic trade execution.
- Bachelors or Masters degree in a quantitative discipline; Computer Science background a plus.
- Proficient in Python able to write and understand clean modular code and create basic notebooks.
- Excellent communication and client-facing skills.
This is a standout opportunity for someone who thrives at the intersection of technology and portfolio strategy contributing to innovation in a high-performing data-driven environment.
Salary & equity
Benefits - healthcare 401k match & PTO
We are looking for someone who has experience with what is called direct indexing its a critical piece of portfolio management for wealth managers. They also need to have Python coding skills.
Recruiting advice
Traits to prioritize
- 2 years equities portfolio management or investment ops experience
- Direct indexing background (any capacity - PM sales diligence)
- Strong Python skills - can read/write basic notebooks
Red flags to avoid
- No direct indexing experience whatsoever
- Poor communication skills or lack of client-facing polish
How to make a candidate stand out
- Experience with custodian platforms like Schwab/Fidelity
- Background diligencing direct indexing managers at large institutions
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
