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Portfolio Analyst, SMA
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Full-time
- Vident Asset Management is excited to expand our team with a Portfolio Analyst position.
- Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform.
- The Portfolio Analyst is responsible for managing and supporting and tax managed solutions.
- The Portfolio Analyst supports all investment related aspects of SMA products including product research, implementation, portfolio construction, trade review, risk management, and performance.
- Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and portfolio trading.
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