- Develop, mentor and manage junior portfolio management staff.
- Collaborate with IT to configure custom software solutions to support portfolio management technology needs and to implement enhancements to systems and processes.
- Serve as co-chair of the AIA investment review team.
- Provide education to internal and external parties on AIA's philosophy, investment process, and capabilities.
- Coordinate and communicate frequently with operations, trading, client relations, client service, sales, marketing, performance, and other internal teams to manage overall risk, deliver on client expectations, and achieve performance objectives.
- Undergraduate degree required, preferably in a quantitative field such as math, statistics, econometrics, operations research, physics, financial engineering, etc. Graduate degree in a related quantitative area such as applied math, statistics, operations research, econometrics, finance or related field, preferred.
- Minimum 10 years of experience applying quantitative skills in financial services applications and prior investment experience with tax efficient/direct indexing strategies required.
- Experience working with multi-factor risk models and optimization programs (e.g. Ability to manage multiple tasks, prioritize effectively, meet deadlines, and deliver high-quality, error-free work in a fast-paced environment.
- We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
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Co-Chief Investment Officer, Direct Indexing - San Francisco, CA, United States - Natixis Investment Managers
Description
The Co-Chief Investment Officer will partner with the existing CIO and co-lead the management, oversight and execution of the investment processes within Active Index Advisors ("AIA").
This includes a variety of direct indexing strategies that are focused primarily on maximizing after-tax returns while tracking a benchmark.
Develop, review, enhance and lead all aspects of the implementation of systematic and quantitative investment processes, including algorithmic design, workflows, scaling, risk control, resolving client issues, and bottleneck mitigation.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
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