Quantitative Equity Portfolio Manager (Quantitative Investing)

Location: Chicago, IL, United States

Salary: $137,400–$233,600 USD annual base pay

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage personalized, tax-aware equity portfolios for high-net-worth, family-office, and institutional clients.
• Review portfolios and optimization outputs to identify tax-loss-harvesting, cash-management, rebalancing, and risk-control opportunities.
• Construct and rebalance portfolios against client-directed benchmarks and customized objectives while managing tracking error, transaction costs, wash-sale considerations, and cash flows.
• Develop transition analyses for cash-funded, in-kind, appreciated, and concentrated portfolios, including gain budgets, tax and risk trade-offs, and diversification paths.
• Implement client restrictions and sustainability screens while monitoring pre- and after-tax performance, tax alpha, risk, exceptions, and guideline compliance.
• Coordinate with investment, trading, research, technology, operations, risk, compliance, legal, and tax partners; communicate portfolio decisions to clients, advisors, and consultants.

Requirements

• Strong knowledge of equity markets, modern portfolio theory, quantitative portfolio construction, statistics, risk management, and investment tax implications.
• Ability to interpret optimization results, risk models, tracking error, factor exposures, transition analyses, and pre- and after-tax performance.
• Approximately 5–8 years of relevant experience in investment management, equity portfolio management, quantitative research, securities analysis, trading, or investment technology.
• Bachelor’s degree in finance, economics, mathematics, statistics, engineering, computer science, or a related field; advanced education is valued.
• Experience with SMAs, tax-aware portfolios, direct indexing, quantitative equity, or customized portfolios is strongly preferred.
• Must be authorized to work in the United States without employment-based visa sponsorship; visa sponsorship is not available.

Nice to have

• CFA designation or meaningful progress toward the CFA.
• Relevant CFP, CPA, or graduate credentials.
• Experience with long/short equity, margin, securities lending, or prime brokerage.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with community and philanthropic engagement.