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Portfolio Manager at Vestmark, Inc. - ApplyBlast

Portfolio Manager

Vestmark, Inc.

5 months ago

Wakefield, MA

Hybrid

Full Time

Senior

0 applicants

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About this role

A Portfolio Manager at Vestmark develops and implements direct indexing solutions, manages personalized portfolios with tax optimization and ESG customizations, and collaborates with internal teams to enhance investment processes and tools.

Skills

Qualifications

Bachelor's DegreeCFA DesignationGraduate Degree

About Vestmark, Inc.

vestmark.com

Headquarters

Wakefield, Massachusetts, United States

Company Size

201-500 employees

Founded

2001

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Vestmark is a wealthtech company that provides a scalable platform for portfolio management, trading, and client reporting. Its product suite emphasizes tax‑aware investing, portfolio construction and rebalancing, advisor enablement, and outsourced operations and services. Vestmark serves financial advisors, RIAs, broker‑dealers and asset managers looking to streamline workflows, scale solutions, and deliver customized investment programs.