Assistant Portfolio Manager – Equity Index

Geode’s equity index team manages over $315b in global equity assets including US, developed, international, emerging markets and thematic indices.  The vehicles managed include ETF’s, separately managed accounts, and sub-advised mutual funds for both domestic and international investors. The Assistant Portfolio Manager will become an integral member of a team responsible for managing passive strategies.

Responsibilities: 

  • Assist Portfolio Managers to ensure that all portfolios are managed within their investment objectives
  • Coordinate the investment process, making sure that performance targets are met
  • Analyze risk reports, monitors day-to-day cash flows, and calculate trades to keep portfolios in line with index or targeted mandate
  • Conduct monthly performance attribution analysis
  • Assist in client reporting

Qualifications: 

  • 2-4 years of experience in a similar position and an in-depth knowledge of the index portfolio management and cash flow processes
  • Understanding of domestic and international equity markets along with various instruments including ETFs, futures and currencies
  • High level of systems knowledge including: risk, optimizers, performance data and attribution, and OMS
  • Comprehensive analytical skills are essential
  • A self-motivated team player capable of working well with colleagues across the business.  Confidence taking responsibility for all kinds of tasks, processes and projects
  • Strong organizational skills, a disciplined and precise approach
  • BA Degree in Finance or Business or Related Field
  • Master’s degree, CFA or progress towards completion of CFA preferred
  • Enjoys working in a collegial environment & thrives in an intense & dynamic organization

To apply for this position please click on the “Apply Now” button below or send an email containing cover letter and resume to careers@geodecapital.com. Please include Assistant Portfolio Manager – Equity Index in the subject line.

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Due to the high volume of resumes and inquiries received, we are unable to accept telephone calls regarding available opportunities and will only contact those candidates being invited to interview.