Portfolio Manager/Trader

Summary

Vest Financial™ is a rapidly growing investment management firm specializing in Target Outcome Strategies®. They are seeking a Portfolio Manager to join their Portfolio Management team, responsible for managing investment portfolios and implementing investment strategies.

Responsibilities

• Managing existing investment portfolios
• Responsible for the implementation of investment strategies, including trading and operations, for the firms' ETFs, mutual funds, and other products
• Trading securities in response to investment strategy objectives, market moves, and inflows/outflows from investment strategies
• Working with brokerage firms to get best execution on securities being traded
• Working with brokers, fund accountants, custodians, index providers, and other partners to assure funds are managed accurately and efficiently
• Monitoring daily market moves and understanding their impact on our portfolios
• Developing a strong understanding of capital markets, with a focus on options and other derivatives
• Assisting in creating and building out the Portfolio Team’s technology and automation infrastructure utilizing Python, SQL, and VBA
• Write and edit code that allows the Portfolio Management team to trade and manage a large and growing number of investment portfolios with a strong emphasis on building scalability while also minimizing operational risks
• Creating, improving, and automating trading processes
• Managing the portfolio management database system
• Creating, improving, and automating daily/monthly/quarterly reporting processes
• Building new trading logic to accommodate the launches of new portfolio
• Supporting the Product Development team in developing new investment strategies/products
• Responsible for originating and structuring investment strategies that will meet our clients' overall investing and risk management needs
• Monitoring markets and product trends
• Working with partners to gain original insights into markets
• Understanding potential clients' needs through collaboration with the sales team
• Designing, structuring, and pricing solutions through extensive research and data analysis
• Exploring possibility of packaging select investment solutions into asset management products
• Communicating efficiently with sales force to facilitate marketing and distribution of the products/investment strategies
• Turning investment ideas into products by collaborating with partners such as legal counsel, fund/managed account administrators, accountants, and custodians

Skills

• Strong quantitative skills and an analytical mind
• Expert Excel/VBA skills and report writing skills
• Highly articulate and organized with strong attention to detail
• Start-up firm mentality/entrepreneurial attitude
• Have strong work ethic and the ability to handle a fast-paced working environment
• Strong sense of personal responsibility and desire to be challenged
• May work remotely but must be located in US and work during East Coast business hours, with visits to the Washington DC area office a few times per year
• BS degree required (finance, computer science, engineering, or similar disciplines preferred)
• Minimum of two years of experience in Python and SQL preferred (preferably with an Asset Management firm) with a focus on building scalability while minimizing operational risks
• Minimum of three years of experience in portfolio management preferred. Knowledge of options, volatility, and/or structured derivatives is a plus

Qualifications

Must Haves

• Strong quantitative skills and an analytical mind
• Expert Excel/VBA skills and report writing skills
• Highly articulate and organized with strong attention to detail
• Start-up firm mentality/entrepreneurial attitude
• Have strong work ethic and the ability to handle a fast-paced working environment
• Strong sense of personal responsibility and desire to be challenged
• May work remotely but must be located in US and work during East Coast business hours, with visits to the Washington DC area office a few times per year

Nice to Haves

• BS degree required (finance, computer science, engineering, or similar disciplines preferred)
• Minimum of two years of experience in Python and SQL preferred (preferably with an Asset Management firm) with a focus on building scalability while minimizing operational risks
• Minimum of three years of experience in portfolio management preferred. Knowledge of options, volatility, and/or structured derivatives is a plus

Benefits

• 401(k) with matching contribution
• Competitive medical, dental, and vision coverage for you and your dependents
• Remote-first company
• Flexible PTO
• Paid parental leave
• Quarterly performance bonuses