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Form of workOverview:
The Portfolio Manager will work with other members of the portfolio management team to refine and develop the portfolio management process for the Direct Indexing strategies offered by Natixis Investment Managers Solutions. The Portfolio Manager will assist in the construction and management of index-based portfolios for high net worth and institutional clients. A primary focus for the Portfolio Manager will be to invest new accounts, make investment decisions, evaluate investment performance, and assist in the development of new strategies and marketing materials. The Portfolio Manager will be a member of the Direct Indexing investment committee. This is hybrid position located in San Francisco, CA or Boston, MA.
What you’ll do:
• Use proprietary and third party systems and tools to manage new and existing client accounts, loss harvest, and rebalance accounts.
• Identify and suggest enhancements to proposal and portfolio management tools. Assist in testing of programming changes before deployment.
• Serve as an active participant on the investment committee.
• Work with client relationship managers to run proposals for more sophisticated situations.
• Assist in performance monitoring for individual accounts and composites and evaluate composite performance using tools such as Factset, Axioma, etc.
• Support other portfolio management staff in product development projects
• Contribute to the development and review of marketing materials and generation of content such as white papers and writing composite commentary.
• Participate in the education and sales process for clients, financial advisors, and prospects. Educate internal staff on NIM Solutions Direct Indexing strategies and process.
• Work with traders, operations, and client service to resolve portfolio management issues and enhance processes and systems.
What you’ll bring:
• Undergraduate degree required, preferably with a quantitative focus such as math, statistics, econometrics, operations research, physics, financial engineering, etc. Graduate degree in a quantitative field and/or CFA is also desirable.
• Proven knowledge of quantitative investment management, particularly related to index portfolio management, highly desirable.
• 5+ years experience applying quantitative skills in financial services applications.
• Experience working with multi-factor risk models and optimization programs (e.g. Axioma, BARRA, Northfield), Factset, or other financial tools highly desirable.
• Strong Excel and technology skills. Familiarity with programming desirable.
• Superior verbal and written communication abilities.
• Exemplary client service with a consultative approach.
• Excellent detail orientation and organizational skills.
Who we are:
At Natixis Investment Managers, we partner with clients to understand their unique investment objectives. We offer them a single point of access to a wide range of investment strategies that are diversified by asset class, investment style and approach. We complement this by designing, developing, and executing multi-asset solutions to meet their specific portfolio requirements and achieve their desired outcomes.
We offer a robust benefits package designed to integrate life and work and to support our employees and their families. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, commuter and wellness benefits and volunteer programs*.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
In accordance with the California salary transparency law, the expected annual base salary for this San Francisco, CA, United States-based position is $125,000.00 - $175,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
