Associate Portfolio Manager Direct Indexing

The Associate Portfolio Manager (APM) will work with other members of the Portfolio Management team to support refining and developing the portfolio management process for the direct indexing strategies offered by Natixis Investment Managers Solutions. The APM will assist in the portfolio construction and management of index-based tax-managed portfolios for high net worth and institutional clients. Primary focuses for the APM include invest new accounts, portfolio maintenance and rebalancing, and evaluate investment performance. This is hybrid position located in San Francisco, CA.

What You’ll Do

• Use proprietary and third-party systems and tools to manage new and existing client accounts, loss harvest, and rebalance accounts. Thoughtfully trade off tax and risk in a time sensitive environment.
• Work with traders, operations, and client service to resolve portfolio management issues and enhance processes and systems.
• Identify and suggest enhancements to proposal and portfolio management tools. Assist in testing of programming changes before deployment.
• Work with client relationship managers to run proposals and help find solutions for more sophisticated situations.
• Support other portfolio management staff in product and process development projects
• Participate in the education and sales process for clients, financial advisors, and prospects. Educate internal staff on NIM Solutions direct indexing strategies and process.
• Assist in performance monitoring for individual accounts and composites and evaluate composite performance using tools such as Factset, Axioma, etc.
• Serve as an active participant on the investment committee.

What you’ll bring

Who We Are

At Natixis Investment Managers, we partner with clients to understand their unique investment objectives. We offer them a single point of access to a wide range of investment strategies that are diversified by asset class, investment style and approach. We complement this by designing, developing, and executing multi-asset solutions to meet their specific portfolio requirements and achieve their desired outcomes.

We offer a robust benefits package designed to integrate life and work and to support our employees and their families. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, commuter and wellness benefits and volunteer programs

In accordance with the California salary transparency law, the expected annual base salary for this San Francisco, CA, United States-based position is $100,000.00 - $140,000.00. 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.

#NatixisIMCulture

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.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Financial Services, Investment Management, and Capital Markets

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