CAREERS

Senior Equity Portfolio Manager - Tax Advantaged Equity

📁
Investment Management
📅
87860 Requisition #


JOB SUMMARY
The candidate will manage equity portfolios in a tax-sensitive manner against a range of domestic, international and quantitative active indexes for institutional and high net worth individuals. The candidate will participate in new business development efforts and contribute to research efforts aimed at product expansion.

 

PRIMARY DUTIES AND RESPONSIBILITIES

  • Uses portfolio optimization tools to create and rebalance portfolios based on index and model changes as well as in response to tax management opportunities. Communicates trade objectives to dedicated trading desk for execution.
  • Collaborates with team members to create rebalancing strategies.
  • Meets with existing clients, consultants, family offices and corporate contacts to support book of accounts 
  • Engages in business development efforts, including prospect meetings and industry conferences.
  • Develops thought pieces and research related to current events and in support of the strategy.
  • Interprets pre- and after-tax performance of portfolios under management and investigates significant deviations.
  • Ensures that portfolios are maintained within firm guidelines and applicable government or industry regulations.
  • Researches and reports on new products and services within the industry. Stays abreast of new developments concerning regulatory and tax issues that may affect the portfolios under management.
  • Responds to client and internal partner inquiries related to current and prospect portfolios.
  • Develops client transition analysis.
  • Assists with special projects to improve technology, processes and efficiencies.

 

 

NECESSARY KNOWLEDGE AND SKILLS

  • Knowledge of modern portfolio management theory and applications, as well as statistics and quantitative methods in finance acquired through formal education.
  • Knowledge of tax implications of investment decisions.
  • Knowledge of securities markets acquired through work experience and formal education.
  • Strong analytic, organizational and communication skills are required to successfully manage a diverse book of client portfolios.
  • Team orientation and ability to engage with external groups (e.g. sales, client servicing, technology, trading desk, performance analysts, and back-office.)
  • Advanced excel skills including knowledge of VBA, macros, and analyzing large amounts of data for use in portfolio management.

 

NECESSARY EXPERIENCE AND EDUCATION 

  • 8-12 years’ experience in an investment management or securities analysis environment.
  • CFA and/or MBA preferred. 

 

ABOUT NORTHERN TRUST
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 


WORKING WITH US
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!                

 

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021: 

  • Gender Equality Index Member, Bloomberg
  • Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

 

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

 

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 87369

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 88890

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 88525

Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC/India EEO Statement
    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement