Engagement Manger Associate Director – Custom Harvest Operations

VLink founded in 2006 is a leading global provider of software engineering services with next-gen technologies and best-in-class talent. Our Headquarters are in the U.S and we have offices in 7 countries from North America-Europe to APAC with expansion plans in the Middle East. With over 1000 employees working globally VLink has helped SMBs and large enterprises achieve their business goals and gained the trust of Fortune-250 companies. VLink is Great Place to Work CertifiedTM and has been a consistent winner as- Best Places to Work in CT. Trust collaboration and accountability are the three elements that are at the core of VLinks work culture. We value our professionals providing comprehensive benefits and the opportunity for growth.

We are seeking an experienced consultant to support the Custom Harvest team at a leading asset management firm. The team runs the firms custom indexing and separately managed account (SMA) platform with systematic tax-loss harvesting. The consultant will embed with the team to strengthen daily operational delivery document and improve workflows resolve exceptions and support automation and scale initiatives. This is a senior hands-on role for someone who can contribute from day one with minimal ramp-up.

• Support day-to-day operations of the tax-loss harvesting and custom indexing book: harvest queue management rebalance workflows trade file generation and post-trade reconciliation.

• Assist with wash-sale monitoring and restriction management including client-imposed constraints restricted securities and tax-lot-level controls.

• Support account onboarding funding transitions and in-kind transfers including tax-lot ingestion and cost-basis validation with custodians.

• Investigate and resolve exceptions and breaks across portfolio accounting custodian and order management systems; manage escalations to the appropriate owners.

• Document current-state processes identify control gaps and manual touchpoints and recommend process improvements and automation opportunities.

• Partner with portfolio management quantitative and technology teams to translate harvesting logic and optimizer output into controlled auditable workflows.

• Support testing of system releases and new workflows; draft procedures runbooks and training material for the team.

• 10 years of investment operations experience; prior experience within an asset management firm is mandatory (SMA direct/custom indexing wealth or institutional portfolio operations).

• Hands-on knowledge of tax-loss harvesting mechanics: tax lots cost basis wash-sale rules and tax-aware rebalancing.

• Strong understanding of the trade lifecycle: order generation allocation settlement and reconciliation across multiple custodians.

• Experience with portfolio accounting order management and rebalancing/optimization platforms (e.g. Aladdin Charles River Eze Vestmark or comparable optimizer tools).

• Track record of operating effectively as a consultant or embedded resource: self-directed quick to ramp and comfortable working within a clients controls and cadence.

• Strong documentation and process-mapping skills; able to produce audit-ready procedures and clear stakeholder communications.

• Advanced Excel; comfort with data analysis at scale (SQL or Python a strong plus).

• Bachelors degree in finance economics accounting or a related field.

• Based in or able to commute to the NY/NJ area for on-site work as required.

• Preferred Qualifications

• Direct experience supporting a custom indexing / direct indexing or tax-managed SMA platform at scale.

• Prior consulting engagements at asset managers SMA sponsors or wealth platforms.

• Experience with custodial platforms (Schwab Fidelity Pershing BNY) and SMA sponsor programs.

• CFA CIPM FRM or progress toward a relevant designation; MBA a plus.
  

We have various coverages and additional benefits may applicable to this job position:

• Medical

• Dental

• HSA Health Saving Accounts

• Life/AD&D Insurance

• 401k

• Voluntary Benefits

VLink is an equal opportunity employer committed to fostering an inclusive environment where diversity is celebrated. All qualified applicants will be considered for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status. Employment is contingent upon successful completion of a background check.

This job application process may use AI-powered tools to assist in screening and evaluating applications based on objective job-related qualifications. AI is used solely to support the recruitment process and all final hiring decisions are made exclusively by our human recruitment team.

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