Associate Investment Manager
About the position Responsibilities • Play a significant role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies. • Collaborate with numerous business partners to enhance our independent bottom-up risk framework for all managed account products. • Combine investment expertise with a high degree of technical proficiency to provide tax-sensitive, customized management of multi-asset class portfolios to our clients. • Develop tax-aware transition strategies for high-net-worth clients. • Create logical and efficient queries and visuals to provide timely, accurate and insightful client data analytics to support business partners across the organization. • Partner with SAI's embedded Data Scientist team to develop the next generation of risk prediction and management programs via AI and Machine Learning. • Work within the Portfolio Engineering group to prototype and provide technical design requirements for innovative approaches to analyze and monitor client portfolio investment risk and characteristics. • Lead the end-to-end issue remediation process and collaborate with other parts of SAI and Fidelity to improve our client investment risk management process. • Manage individual client portfolios consistent with SAI's investment philosophy and the unique personalization of each client portfolio. • Implement investment strategies based on market movement, tax management opportunities, changes in the model portfolio or investment choices. • Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction and business cycle positioning. • Craft customized communication incorporating analysis on performance attribution, portfolio positioning and market review for specific client portfolios. • Monitor and carry out fiduciary responsibilities with a high-level of integrity. Requirements • Degree in Finance, Economics, Accounting, Computer Science, Data Science, or Engineering. Graduate degree preferred. • Two to five years investment experience in research, portfolio management, trading, risk management or technology development in these fields. • Strong skills in SQL, data visualization via Tableau or Power BI, Python or R programming are required. • Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment. • Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving and the ability to multi-task. • Proven ability to communicate and work effectively in a highly team-oriented environment. Nice-to-haves • Experience with AI/Machine Learning algorithms and implementation is a plus. • Experience with Git/GitHub for version control or cloud platforms like AWS is a plus. Apply tot his job Apply tot his job