Hybrid Associate Portfolio Manager - Quantitative Equity

PowerToFly; Alpharetta (GA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

A leading investment management firm in Georgia is seeking an Associate Portfolio Manager to manage structured equity portfolios for tax efficiency. The role requires a bachelor's degree in a quantitative field and a minimum of 3 years in investment management. Ideal candidates should possess strong mathematical skills and analytical writing abilities. The firm supports a hybrid working model, allowing flexibility between remote and office work.

Qualifications

• 3+ years of professional experience in investment management or similar required.
• Significant progress toward a CFA, MBA and/or other credential is strongly preferred.
• Familiarity with academic financial theory and applications is beneficial.

Responsibilities

• Construct optimized equity index portfolios for separate accounts.
• Rebalance and transition portfolios to maximize tax‑efficiency.
• Monitor index changes and corporate actions.
• Performance attribution and generation of after‑tax return data.

Skills

Strong mathematical and analytical skills

Analytical writing ability

Education

Bachelor’s degree in finance, accounting, engineering or related quantitative focus

Job description

A leading investment management firm in Georgia is seeking an Associate Portfolio Manager to manage structured equity portfolios for tax efficiency. The role requires a bachelor's degree in a quantitative field and a minimum of 3 years in investment management. Ideal candidates should possess strong mathematical skills and analytical writing abilities. The firm supports a hybrid working model, allowing flexibility between remote and office work.