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FAM Portfolio Manager

Posted 4 days agoViewed

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💎 Seniority level: Lead, 10-15 years

🔍 Industry: Wealth management

🏢 Company: Farther👥 251-500💰 $72,000,000 Series C 2 months agoConsultingFinancial ServicesWealth ManagementFinanceFinTech

⏳ Experience: 10-15 years

Requirements:
  • 10-15 years of experience at a prestigious asset management firm, particularly in roles focused on quantitative investment solutions or multi-asset portfolio management.
  • Proven track record managing tax-aware equity strategies or direct indexing portfolios.
  • Experience working at leading global asset management firms serving private wealth clients.
  • Deep expertise in portfolio construction, risk management, and quantitative methods.
  • Strong technical background with understanding of systematic investment approaches.
  • Excellence in communicating complex investment concepts to various stakeholders.
  • Bachelor's degree required; advanced degree in relevant field preferred.
  • CFA designation preferred.
Responsibilities:
  • Lead the development and management of SMA strategies across asset classes, with emphasis on tax-aware and direct indexing approaches.
  • Design and implement quantitative investment solutions that deliver superior client outcomes.
  • Build and maintain systematic portfolio management processes and frameworks.
  • Create and communicate clear investment rationales and methodologies.
  • Collaborate with technology teams to implement and scale investment strategies.
  • Partner with client-facing teams to articulate investment approaches and portfolio decisions.
  • Drive innovation in portfolio customization and tax management strategies.
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