2 days ago Be among the first 25 applicantsDescriptionThe Associate Portfolio Manager (APM) will work with other members of the Portfolio Management team to support refining and developing the portfolio management process for the direct indexing strategies offered by Natixis Investment Managers Solutions. The APM will assist in the portfolio construction and management of index-based tax-managed portfolios for high net worth and institutional clients. Primary focuses for the APM include investing in new accounts, portfolio maintenance and rebalancing, and evaluating investment performance. This is a hybrid position located in San Francisco, CA.What You'll DoUse proprietary and third-party systems and tools to manage new and existing client accounts, perform loss harvesting, and rebalance accounts. Thoughtfully trade off tax and risk in a time-sensitive environment.Work with traders, operations, and client service to resolve portfolio management issues and enhance processes and systems.Identify and suggest enhancements to proposal and portfolio management tools. Assist in testing programming changes before deployment.Work with client relationship managers to run proposals and help find solutions for more sophisticated situations.Support other portfolio management staff in product and process development projects.Participate in the education and sales process for clients, financial advisors, and prospects. Educate internal staff on NIM Solutions' direct indexing strategies and processes.Assist in performance monitoring for individual accounts and composites, and evaluate composite performance using tools such as Factset, Axioma, etc.Serve as an active participant on the investment committee.What You'll BringUndergraduate degree required, preferably with a quantitative focus such as math, statistics, econometrics, operations research, physics, financial engineering, etc. Graduate degree in a quantitative field and/or CFA is also desirable.Proven knowledge of quantitative investment management, particularly related to index portfolio management, highly desirable.2+ years experience applying quantitative skills in financial services applications.Experience working with multi-factor risk models and optimization programs (e.g., Axioma, BARRA, Northfield), Factset, or other financial tools highly desirable.Strong Excel and technology skills. Familiarity with programming and/or Python is highly desirable.Superior verbal and written communication abilities.Exemplary client service with a consultative approach.Excellent attention to detail, organizational, and multi-tasking skills.Ability to make thoughtful decisions while working within tight timelines.Who We AreAt Natixis Investment Managers, we partner with clients to understand their unique investment objectives. We offer them a single point of access to a wide range of investment strategies diversified by asset class, investment style, and approach. We design, develop, and execute multi-asset solutions to meet their specific portfolio requirements and achieve their desired outcomes.We offer a robust benefits package designed to support our employees and their families, including medical, dental, vision insurance, paid time off, 401k, tuition reimbursement, student loan repayment, wellness benefits, and volunteer programs. Benefits eligibility is for permanent employees; interns, contractors, and temporary workers are not eligible.In accordance with California salary transparency law, the expected annual base salary for this position in San Francisco, CA, is $100,000 - $140,000. Actual salaries may vary based on education, experience, and other factors. The total compensation may include bonuses and other benefits.#NatixisIMCultureNatixis Investment Managers is an equal opportunity employer and does not discriminate based on race, color, age, national origin, religion, sex, sexual orientation, gender identity, disability, or other protected status. #J-18808-Ljbffr