Associate Portfolio Manager, Custom Indexing

As an Associate Portfolio Manager in Custom Indexing, you will support the planning, customization, and ongoing management of tax-managed client portfolios while collaborating with the Portfolio Management team on daily operations. This role involves optimizing client portfolios, generating trades for cash flows, and maintaining knowledge of tax policy and financial markets to ensure high levels of service for Direct Indexing solutions. You will work closely with internal sales professionals and financial advisors to drive the optimization process and foster strong relationships with stakeholders.