About this role
Portfolio Manager at Vestmark, Inc.. Location: Wakefield, Massachusetts, United States. Role: Develop indexing, Manage portfolios, Harvest taxes Requirements: 5-7+ years investment management; Bachelor's; Graduate degree and CFA preferred; experience with direct indexing, tax loss harvesting, ESG; strong quantitative skills. Category: Finance and Accounting Seniority: Senior Level Tools: Equity risk models, Portfolio optimizers, Direct indexing platforms, Tax optimization Certifications: cfa Commitment: Full Time Workplace: Hybrid Languages: English