Top 2 Vident Jobs | SimplyHired

SMA Portfolio Manager/Trader
Vident Asset Management —Remote
- Remote
- 5 years
- Office
- Finance
- Paid holidays
- Disability insurance
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Vident Dentistry —Concord, NC
- $16 - $18 an hour
- Part-time
- Dental office
- Customer service
- Writing skills
- Continuing education credits
- On-the-job training
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SMA Portfolio Manager/Trader

Vident Asset Management
Remote

Apply Now

Job Details

Benefits

Paid holidays
Disability insurance
Health insurance
On-site gym
Dental insurance
Paid time off
Employee assistance program
Vision insurance
Gym membership

Qualifications

Customer communication
Performance dashboards
Economics
Trade execution in financial markets
Customer relationship building
Portfolio performance analysis
Market analysis
5 years
Bachelor's degree in finance
Professional ethics
Investment management software
Regulatory compliance
Fixed income investment
Investment reports
Bachelor's degree in economics
Portfolio performance measurement
Bloomberg
Finance
Analysis skills
Bachelor's degree
Investment client management
Client services experience
Customer engagement
Compliance documentation
Hedging strategy implementation
Liquidity management
Document review
Developing investment risk management strategies
Tax efficiency strategies
Quantitative analysis

Full Job Description

Vident Asset Management, LLC is seeking an experienced SMA Portfolio Manager/Trader to join our dynamic team. The ideal candidate will have a strong background in managing tax-sensitive separately managed accounts, with a focus on investment performance and superior client service. This role involves implementing investment strategies, managing portfolio risk, and collaborating with various teams to ensure optimal portfolio performance.

Who we are:

Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life. Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. We traditionally partner with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.

What you’ll do:

Trading and Execution: Execute trades efficiently and in compliance with best execution practices. Monitor market conditions and adjust portfolios as necessary.
Structured Solutions Oversight: Partner with internal teams and external financial institutions to analyze, perform diligence, and oversee structured equity monetization transactions, including documentation review, exposure modeling, and ongoing post-execution monitoring.
Portfolio Management: Manage SMA portfolios, leveraging various tools, such as optimizers, risk models, and dashboards. Ensure portfolios are aligned with clients' investment objectives and risk tolerance.
Investment Strategy: Implement investment strategies tailored to individual client needs, including tax-aware management of concentrated equity positions. This may include evaluating and coordinating derivative-based monetization and hedging strategies (e.g., collars, spreads, prepaid variable forwards, and other structured solutions) in partnership with approved third-party counterparties, with a primary focus on risk mitigation, liquidity planning, and tax efficiency.
Client Engagement: Maintain strong relationships with clients, provide regular updates on portfolio performance and address any inquiries or concerns. Participate in client meetings and reviews.
Performance Monitoring: Continuously monitor portfolio performance and risk metrics. Prepare detailed performance reports and conduct performance attribution analysis.
Collaboration: Work closely with research analysts, traders, and other portfolio managers to share insights and develop cohesive investment strategies. Collaborate with the client service team to ensure seamless client experience.
Compliance: Ensure all investment activities comply with regulatory requirements and internal policies. Maintain accurate and up-to-date documentation for all managed accounts.
Other responsibilities as assigned by manager

What you have:

A natural problem solver with high attention to detail and a penchant for accuracy.
Strong understanding and an ability to manage portfolio risk.
Strong understanding of equity, derivative, and fixed income markets.
Excellent analytical and quantitative skills, with the ability to conduct detailed investment analysis.
Exceptional communication and interpersonal skills, with the ability to build and maintain client relationships.
Proficiency in portfolio management software and trading platforms.
High level of integrity and professionalism.
Align with Vident Core Values: Inspired Collaboration, Honor & Authenticity, Intellectual Curiosity, Exceptional Performance and Inclusion & Humility

Education and/or Experience:

Bachelor's degree in Finance, Economics, or a related field; advanced degree or CFA/FRM designations preferred
Experience using optimizers, such as those offered by Northfield, Axioma, Barra, Bloomberg, or Factset is highly preferred.
Experience trading and implementing option strategies on portfolios, particularly concentrated monetization strategies, including variable forwards, collars, spreads, or similar derivative-based liquidity or risk mitigating solutions, is preferred.
Experience working with external trading desks, structuring teams, or custodians on complex equity or derivative transactions.
Experience trading and implementing long-short portfolios is preferred.
Minimum of 5 years of experience required. Do not apply without proven experience

What we offer:

PTO plus 13 paid holidays
Flexible Working Benefits
Daily Paid Lunch for Onsite Employees
Onsite Gym Discount
Medical, Dental, Vision
EAP and Telehealth with Mental Health Support
Short and Long Term Disability
SIMPLE IRA with up to 3% Match

Apply Now

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