Portfolio Manager

United States (Remote)Remote (US)manager$10K$15K

via Greenhouse

About this role

Vestmark has been supporting clients’ direct indexing solutions for more than a decade. As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team. This person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio management and rebalance, ESG customizations and tax optimization. In addition, this person will work in a fast paced, dynamic environment with a growth mindset to support future expansions of new products and asset classes. This position can be based out of Wakefield, MA or Remote. Key Responsibilities:…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

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