Portfolio Manager Position Available In Suffolk, Massachusetts

Geode Capital Management
Portfolio Manager
Job Posted Yesterday Reposted Yesterday
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Hybrid
Boston, MA
50K-80K
Senior level
The Portfolio Manager will oversee passive strategies, manage portfolios to meet objectives, analyze risks, and collaborate with teams for trade execution and performance analysis.
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Geode Capital Management, LLC (“GCM”) is a global institutional asset manager providing core beta exposures across a range of equity and niche asset classes, including commodities and options, for registered funds, commingled pools and separately managed accounts. Geode’s equity index team manages over $1.5 trillion of global equity assets benchmarked to US, developed markets, emerging markets and thematic indices. The vehicles managed include ETFs, separately managed accounts, CITs and sub-advised mutual funds for both domestic and international investors. The Portfolio Manager will become an integral member of a team responsible for managing passive strategies. This is a hybrid work environment opportunity located in Boston, Massachusetts with a weekly in office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays.

Primary Responsibilities:

Ensure that all portfolios are managed within their investment objectives
Utilize proprietary portfolio management tools to analyze and interpret risk metrics and devise efficient implementation strategies for cash flow activity, scheduled index rebalances and corporate action events to best match the benchmark and keep portfolios in line with performance expectations
Collaborate with Portfolio Management/Trading/Operations/Compliance to ensure successful execution of trades
Coordinate with team around events such as voluntary and mandatory corporate actions
Identify and implement opportunities for process improvements that streamline the portfolio management workflow
Be accountable for fund performance and understand the drivers of performance attribution
Assist in client reporting and other ad-hoc analysis

Skills You Bring:

5+ years of experience in a similar position and an in-depth knowledge of the index portfolio management and cash flow processes
BA Degree (Masters preferred) in Finance or Business or Related Field
CFA or progress towards completion of CFA preferred
Equity portfolio construction expertise is required
Familiarity with index methodologies used by global index providers
Tax sensitive and tax managed portfolio experience a plus
Strong understanding of domestic and international equity markets along with various instruments including ETFs, futures and currencies
Technology driven individual with experience using proprietary and/or vendor systems for portfolio and risk management, optimizations, and trade order management
Familiarity with using: Bloomberg, Charles River Development (CRD), Axioma, SCD (SimCorp Dimension)
SQL programming skills is a plus
A self-motivated team player capable of working well with colleagues across the business to drive projects or tasks through to completion
Strong organizational and time management skills to prioritize work under pressure
Enjoys working in a collegial environment and thrives in a dynamic and growing organization

More About Geode:

Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 180 employees. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization. Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers. Top Skills
Axioma
Bloomberg
Charles River Development
Simcorp Dimension
SQL
HQ
Geode Capital Management Boston, Massachusetts, USA Office Our headquarters are located in Boston’s Financial District, the center of one of the world’s most vibrant finance and technology hubs. We’re steps away from South Station MBTA subway, bus, and commuter rail lines.