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FAM Portfolio Manager

Remote:

Full Remote

Work from:

United States

Offer summary

Qualifications:

10-15 years of experience in asset management, Proven track record with tax-aware strategies, Strong technical expertise in investment approaches, Bachelor's degree; advanced degree preferred.

Key responsabilities:

Lead the development of SMA strategies
Design quantitative investment solutions

Farther Fintech: Finance + Technology Scaleup https://farther.com/

51 - 200 Employees

See more Farther offers

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

We're seeking an experienced Portfolio Manager to lead the development and management of our separately managed account (SMA) strategies across multiple asset classes. This role will be instrumental in building and managing sophisticated investment solutions, with a particular focus on tax-aware and direct indexing strategies.

Your Impact

Lead the development and management of SMA strategies across asset classes, with emphasis on tax-aware and direct indexing approaches
Design and implement quantitative investment solutions that deliver superior client outcomes
Build and maintain systematic portfolio management processes and frameworks
Create and communicate clear investment rationales and methodologies
Collaborate with technology teams to implement and scale investment strategies
Partner with client-facing teams to articulate investment approaches and portfolio decisions
Drive innovation in portfolio customization and tax management strategies

The Ideal Match

10-15 years of experience at a prestigious asset management firm, particularly in roles focused on quantitative investment solutions or multi-asset portfolio management
Proven track record managing tax-aware equity strategies or direct indexing portfolios
Experience working at leading global asset management firms serving private wealth clients
Deep expertise in portfolio construction, risk management, and quantitative methods
Strong technical background with understanding of systematic investment approaches
Excellence in communicating complex investment concepts to various stakeholders
Bachelor's degree required; advanced degree in relevant field preferred
CFA designation preferred