Job Details

We are seeking an enthusiastic team member to join our Investment Policy & Process team. This team plays a critical role in driving scale across the SMA Solutions investment ecosystem, continually enhancing investment processes. The ideal candidate will help expand the use of automated and quantitative techniques with a focus on Direct Indexing and Tax-Aware Long-Short strategies. This role operates in a fast-paced environment and will make meaningful contributions toward improving the productivity, scalability, and solution set of the SMA Solutions business. Key Responsibilities:Serve as a key contributor in designing and implementing scalable processes for the current investment framework and emerging investment solutions. Develop and enhance investment policies by conducting quantitative analyses, including backtesting and large-scale sample testing. Partner with portfolio managers to understand investment methodologies, workflows, and decision processes. Identify opportunities to i...Associate, Investment, Policy, Portfolio Manager, Solutions, Process, Retail