Associate Portfolio Manager/Trader – SMA Focus

Vident Financial, LLC; Alpharetta (GA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

PTO plus 10 paid holidays

Flexible Working Benefits

Daily Paid Lunch for Onsite Employees

Onsite Gym Discount

Medical, Dental, Vision

EAP and Telehealth with Mental Health

Short and Long Term Disability

SIMPLE IRA with up to 3% Match

Job summary

Vident Asset Management in Alpharetta, GA, seeks an Associate Portfolio Manager/Trader to support our SMA business. You will assist Portfolio Managers, conduct research, optimize portfolios, review and execute trades, and prepare client reporting.

You should have a finance/engineering/computer science background, 5+ years in investment management, and strong Excel and MS Office skills. Collaboration, intellectual curiosity, and client communication are essential in this fast-paced role.

Qualifications

• Bachelor's degree in Finance, Engineering, Computer Science or similar.
• 5+ years in investment management (preferred).
• Strong Excel and MS Office skills.
• Interest in investment designations and FINRA exams (CFA/FRM/Series 65).

Responsibilities

• Support SMA portfolio management, including account setup and daily reconciliation.
• Create and maintain models, perform portfolio optimization, and tax loss harvesting.
• Review and execute trades; monitor portfolio risk and performance.
• Prepare client proposals, reports, and quarterly billing/AUM reporting.
• Collaborate across teams; assist with investor materials and communications.

Skills

Portfolio management

Equity markets knowledge

Analytical skills

Excel & MS Office

Communication

Teamwork

Education

Bachelor's degree in Finance, Engineering, Computer Science or similar

Tools

Bloomberg Port

Orion

Job description

Vident Asset Management in Alpharetta, GA, seeks an Associate Portfolio Manager/Trader to support our SMA business. You will assist Portfolio Managers, conduct research, optimize portfolios, review and execute trades, and prepare client reporting.

You should have a finance/engineering/computer science background, 5+ years in investment management, and strong Excel and MS Office skills. Collaboration, intellectual curiosity, and client communication are essential in this fast-paced role.