Quantitative Overlay Portfolio Manager

New Yesterday

The Quantitative Overlay Portfolio Manager will work with other members of the overlay management team to refine and develop the overlay portfolio management process and other proprietary quantitative investment services. This role will also collaborate with the technology team on the development of systems and programs used to implement overlay management processes. This is hybrid position located in San Francisco, CA. What you will do: Conduct research to develop detailed and quantitative investment processes such as tax loss harvesting, tax managed transitions, and tax efficient withdrawals using optimization, factor models, and back testing. Lead all aspects of investment model risk, testing and validating proprietary and third-party models. Serve as a member of the overlay portfolio management team for optimized tax sensitive services. Collaborate with the technology team on prototyping and production deployment of programs and applications. Support business development efforts by meeting with internal and external relationships to communicate overlay management processes and capabilities. Establish thought leadership by publishing white papers on relevant topics. What you will bring: Undergraduate degree in a quantitative subject area, such as math, statistics, econometrics, operations research, physics, financial engineering, etc. Graduate degree in quantitative area such as applied math, statistics, operations research, econometrics, finance or related field would be viewed favorably. 5+ years of prior expertise integrating quantitative skills and financial services applications. Experience working with multi-factor risk models and optimization programs (e.g. Axioma, BARRA, Northfield). Sophisticated technology skills including programming experience, preferably in Python. Strong verbal and written communication skills Professional designations such as CFA, FRM, or progress towards those viewed favorably. Who we are: We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*. For additional insight on working at Natixis, visit: https://www.im.natixis.com/us/working-at-natixis #NatixisIMCulture In accordance with the California salary transparency law, the expected annual base salary for this San Francisco, CA, United States-based position is $150,000.00 - $225,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs. Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law. Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly. *Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits. #J-18808-Ljbffr
Location:
San Francisco, CA, United States
Salary:
$200,000 - $250,000
Category:
Finance