Hartford Funds
Portfolio Manager (Direct Indexing) - CANVAS
Hartford Funds, Stamford, Connecticut, United States, 06925
Job Listing Summary
Apply (by clicking the relevant button) after checking through all the related job information below. Portfolio Manager (Direct Indexing) - CANVAS
Company:
F1216 O'Shaughnessy Asset Mgt, LLC Location:
Stamford, CT or New York City (Hybrid Work Schedule) Employment Type:
Full-Time Date Posted:
March 12, 2025 Key Responsibilities
Researching new and improving existing alpha-oriented factors. Maintaining and refining portfolio construction processes. Enhancing tax loss harvesting framework and optimizations. Monitoring portfolios for adherence to client-driven mandates and risk and tax budgets. Facilitating trading in client accounts with the implementation team. Refining tools used to research, manage, and implement client portfolios. Required Experience
At least 5 years of experience in quantitative portfolio management or direct indexing. Experience managing live portfolios and utilizing risk models. Practical knowledge of computational methods like regression, optimization, and statistical analyses. Qualifications
CFA designation preferred, but not required. Coding skills in Python, C#, and SQL; preference for C# experience. Strong knowledge of relational data structures. Detail-oriented and process-driven. Effective communication skills. Ability to work in the US without requiring current or future sponsorship. Compensation Annual salary range: $195K - $225K, plus discretionary bonus.
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Apply (by clicking the relevant button) after checking through all the related job information below. Portfolio Manager (Direct Indexing) - CANVAS
Company:
F1216 O'Shaughnessy Asset Mgt, LLC Location:
Stamford, CT or New York City (Hybrid Work Schedule) Employment Type:
Full-Time Date Posted:
March 12, 2025 Key Responsibilities
Researching new and improving existing alpha-oriented factors. Maintaining and refining portfolio construction processes. Enhancing tax loss harvesting framework and optimizations. Monitoring portfolios for adherence to client-driven mandates and risk and tax budgets. Facilitating trading in client accounts with the implementation team. Refining tools used to research, manage, and implement client portfolios. Required Experience
At least 5 years of experience in quantitative portfolio management or direct indexing. Experience managing live portfolios and utilizing risk models. Practical knowledge of computational methods like regression, optimization, and statistical analyses. Qualifications
CFA designation preferred, but not required. Coding skills in Python, C#, and SQL; preference for C# experience. Strong knowledge of relational data structures. Detail-oriented and process-driven. Effective communication skills. Ability to work in the US without requiring current or future sponsorship. Compensation Annual salary range: $195K - $225K, plus discretionary bonus.
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