Senior Direct Indexing Portfolio Manager

Vanguard; Oakland (CA); Hybrid; USD 70,000 - 125,000; Full time

Job summary

Vanguard seeks a direct indexing trading professional to manage and optimize portfolios while ensuring compliance with regulatory and internal standards. You will collaborate with investment advisors to craft personalized indexing solutions and monitor trading activity to align with index goals.

The role emphasizes client outcomes, strong internal/external collaboration, and ongoing process improvements within a dynamic financial services environment.

Qualifications

• Five years’ related work experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Progress towards or completion of CFA or CFP preferred.

Responsibilities

• Prepares assigned direct indexing portfolios that meet or exceed performance standards.
• Collaborates with investment advisors to deliver portfolio construction plans and set up personalized indexing capabilities.
• Analyzes portfolio management data and resolves process issues; investigates trading instruction exceptions.
• Reviews and monitors trading activity to ensure portfolios track the index accurately.
• Supports sophisticated portfolio construction and management strategies for complex accounts.
• Builds relationships with external clients and internal departments to meet client and business needs.
• Participates in and may lead policy and procedure improvements and workflow changes.

Skills

Financial services experience

Client services

Education

Undergraduate degree or equivalent

CFA or CFP preferred

Job description

Vanguard seeks a direct indexing trading professional to manage and optimize portfolios while ensuring compliance with regulatory and internal standards. You will collaborate with investment advisors to craft personalized indexing solutions and monitor trading activity to align with index goals.

The role emphasizes client outcomes, strong internal/external collaboration, and ongoing process improvements within a dynamic financial services environment.