Portfolio Manager, Direct Indexing

What you’d do

Manage quantitative equity portfolios: review optimization outputs daily for tax-loss harvesting, cash management and rebalancing, construct portfolios to client benchmarks, and run transition analyses. Full time in Chicago, coordinating with trading, risk, compliance and tax teams. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Strong knowledge of equity markets and modern portfolio theory
• Quantitative portfolio construction and statistics
• Risk management and tracking error analysis
• Tax implications of investment decisions
• Interpret optimization results and risk models