6 дней назад
Portfolio Manager (AI)
200 000 - 300 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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