Investment Strategist 8/9/2016

Aperio Group Sausalito, CA

Company
Aperio Group
Job Classification
Full Time
Company Ref #
28657152
AJE Ref #
575827108
Location
Sausalito, CA
Job Type
Regular

JOB DESCRIPTION

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INVESTMENT STRATEGIST

ABOUT THE FIRM

Aperio Group is a quantitative/index-oriented investment management firm with $15 billion in assets under management. We specialize in creating and managing customized tax- and risk-managed equity portfolios.

POSITION DESCRIPTION
We are looking for an Investment Strategist to join our quantitative portfolio management team. The Investment Strategist will be responsible for portfolio construction and rebalancing as well as investment strategy analysis. Portfolio managers work with leading-edge portfolio risk and optimization technologies. Ideal candidates must have excellent problem-solving skills, a high degree of attention to detail and strong organizational skills. The position requires strong verbal and written communication skills and the ability to work directly with clients on complicated tax, risk, and factor modeling problems. The candidate must be able to manage and prioritize multiple tasks in a time sensitive environment. The person should have initiative and be comfortable taking on responsibility.

Our interview process includes an initial phone interview, an excel-based test which demonstrates your analytical, problem solving, and proofing skills, followed by in-house interviews.

DUTIES AND RESPONSIBILITIES

* Utilize quantitative risk models/optimization programs to manage equity portfolios.
* Implement electronic security trades and liaise with brokers and custodians.
* Provide analytic support for client consulting projects.
* Develop and implement improvements to the investment process.
* Maintain and service relationships with clients.

DESIRED SKILLS 401(k) plan; FSA; educational contribution; flexible vacation plan