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Portfolio Manager - ETFs & Mutual Funds
Portfolio ManagementMcLean, VA or RemoteFull Time
Overview

This role has three areas of responsibility: managing existing investment portfolios, supporting the Product Development team in developing new investment strategies/products and creating and building out the Portfolio Team’s technology and automation infrastructure utilizing Python, SQL and VBA.

Responsibilities

Primary Responsibilities

Managing existing investment portfolios. Responsible for the implementation of investment strategies, including trading and operations, for the firms' mutual funds, exchange traded funds (ETFs) and other products. Primary responsibilities within this function will include:

  • 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.

Secondary Responsibilities

Creating and building out the Portfolio Team’s technology and automation infrastructure utilizing Python, SQL and VBA. Responsible for writing and editing 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. Primary responsibilities within this function will include:

  • 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 portfolios. 

Tertiary Responsibilities  

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.  These responsibilities may include:

  • Monitoring markets and product trends. 
  • Working with partners to gain original insights into markets. 
  • Developing a general understanding of capital markets, with a focus on options and other derivatives. 
  • Understanding potential clients' needs through collaboration with the sales team. 
  • Designing, structuring, and pricing solutions through extensive research and data analysis. 
  • Exploring the 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 external partners such as legal counsel, fund/managed account administrators, accountants and custodians.
Qualifications
  • BS degree (finance, computer science, engineering or similar disciplines preferred).
  • Experience in Python and SQL is a plus (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.
  • 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 stationed in US and work during East Coast business hours, with visits to the Washington DC area office a couple of times per year.
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
About Vest
Vest was founded in 2012, based on the conviction that investors' desire for more certainty in their investment outcomes is not being adequately met. To address this market need, we created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. Today, Target Outcome Investments are available as mutual funds, exchange traded funds, unit investment trusts, collective investment trusts, and customizable managed accounts / sub-advisory services. They seek to provide investors with targeted protection, enhanced returns, or income with a level of predictability unattainable with most other investments available today. First Trust Capital Partners LLC and Cboe Global Markets, Inc. indirectly have equity interests in Vest Financial. We are a young firm, growing fast and looking to expand our team to help serve our clients better.
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