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6 дней назад

Portfolio Manager (AI)

200 000 - 300 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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TL;DR
Portfolio Manager (AI): Managing thousands of customized equity portfolios and building AI-powered portfolio analysis and personalized investment guidance with an accent on systematic long/short equities, risk monitoring, performance attribution, and tax-aware implementation. Focus on designing scalable portfolio controls, evaluating AI-generated recommendations, investigating portfolio behavior, and translating investment judgment into product capabilities with licensed oversight.

Location: On-site in San Francisco or New York City, United States

Salary: $200,000–$300,000 per year plus equity

Company

hirify.global is building an investment platform that combines self-directed investing with continuously managed strategies in a single brokerage account for high-net-worth investors.

What you will do

  • Oversee thousands of customized equity portfolios, monitor benchmark performance and risk exposures, and define automated checks for tracking error, cash balances, and factor exposures.
  • Improve portfolio construction, risk monitoring, performance attribution, alerts, and the testing and rollout of new investment capabilities.
  • Apply tax-aware implementation practices and maintain compliance with relevant investment regulations and internal controls.
  • Partner with product and engineering to build AI-powered portfolio analysis, personalized guidance, and test cases for evaluating AI outputs.
  • Investigate portfolio issues, assess complex investment decisions, and explain performance and tradeoffs directly to customers.
  • Work with compliance to define appropriate boundaries and determine when licensed professional review is required.

Requirements

  • 5+ years of quantitative equity portfolio management experience with direct responsibility for investment decisions and outcomes.
  • Deep expertise in systematic long/short equities, portfolio optimization, market and factor exposures, performance attribution, margin requirements, and short-borrow economics.
  • Strong programming experience with Python and SQL for portfolio analysis and collaboration with engineers.
  • Undergraduate or graduate degree in a STEM field.
  • Understanding of US tax regulations, tax-loss harvesting, wash-sale constraints, and transitions involving appreciated portfolios.
  • Ability to communicate complex portfolio decisions clearly, exercise sound judgment, and hold or obtain required professional registrations.

Nice to have

  • Quantitative equity research experience.
  • CFA designation.

Culture & Benefits

  • In-person collaboration from the San Francisco or New York office.
  • Visa sponsorship and immigration support.
  • Fully paid health, vision, and dental insurance.
  • 401(k), equity grants, and competitive salary.
  • Flexible unlimited paid time off and a monthly fitness and mental health allowance.
  • Daily in-office lunch and dinner.

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