🛠 Tech Stack

💼 About This Role

You'll translate quantitative insights into client outcomes and partner with portfolio managers, engineers, and customer success representatives to customize portfolios and explain performance and risk. You'll run analyses in Python and diagnose factor exposures to help scale a redefining wealth management platform. This is a high-visibility role where you'll be trusted as an ambassador of the SMA platform.

🎯 What You'll Do

• Engage directly with clients as an ambassador of the SMA platform.
• Interpret portfolio data and explain in actionable ways.
• Run analyses in Python to diagnose factor exposures and validate trades.
• Collaborate with research and engineering to translate client needs into features.

📋 Requirements

• 3+ years experience in asset management with direct client responsibility.
• Strong command of equity markets, factor risk, and tax-aware investing.
• Hands-on Python skills to slice data and run analyses.
• Ability to context-switch between technical deep dives and client-ready narratives.

✨ Nice to Have

• CFA charterholder or equivalent advanced credential.
• Experience with tax-aware separately managed accounts.

🎁 Benefits & Perks

• 🌍 Impact: Define the future of tax-aware SMAs.
• 📈 Exposure: Work alongside leading investment and fintech professionals.
• 🚀 Growth: Rapid career trajectory in a high-growth business.
• 🤝 Culture: Entrepreneurial, collaborative, and relentlessly client-focused.