Direct Indexing Portfolio Management, Senior Specialist

About this role

Required Skills

• Direct Indexing
• Trading
• Portfolio Construction
• Client Collaboration
• Performance Monitoring
• Compliance
• Data Analysis
• Relationship Management
• Process Improvement

Qualifications

• Undergraduate Degree
• Graduate Degree (Preferred)
• CFA (Preferred)
• CFP (Preferred)

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.