ETF Portfolio Manager

Robert Half Financial Services are currently recruiting for an ETF Portfolio Manager role for a $50+bn AUM Investment and Trading firm based in midtown Manhattan New York. Our client requires 5+ years Portfolio Management or Trading experience within Asset Management, and strong knowledge of ETFs, Options and Futures. Advanced Excel experience required, knowledge of Eze Castle / Eze OMS is advantageous. The role is initially 5 days per week in the midtown Manhattan office, with potential to reduce to 4 days after settling in.

The ETF Portfolio Manager will support indexed and active ETFs (leveraged and non-leveraged) across trading, portfolio management, and sometimes light middle office operations duties. The ideal candidate has experience managing index-based ETFs and trading derivatives such as options, total return swaps, and futures; international markets experience is strongly preferred.

Responsibilities

• Rebalance and manage a select group of index funds and leveraged ETFs in line with guidelines
• Supporting senior PMs and traders with daily portfolio management and trade rebalances
• Frequent interaction with multiple swap counterparties (large global banks) and broker dealers daily
• Maintaining and updating performance and trading models to ensure effective fund tracking and proper exposure
• Fielding various product related questions and inquiries throughout the trading day from accountants, brokers, custodians, authorized participants, market makers and liquidity providers
• Contribute to fund launches, new fund implementation, product development, and competitor analysis

Occasional middle office operations cover may be required relating to:

• Researching and resolving trading discrepancies
• Collateral movements, margin posting
• Ensuring trades are booked accurately and in a timely fashion
• Reconciling fund positions, trades and cash movements with various trade support teams

Qualifications

• 5+ years Portfolio Management or Trading experience within Asset Management
• Strong knowledge of ETFs, Index Funds, Options, Futures and Swaps
• Experience trading international markets is preferred
• CFA designation advantageous
• Advanced Excel and Bloomberg experience required. Python, R, SQL, VBA is advantageous
• Knowledge of Eze Castle / Eze OMS is advantageous
• Bachelor or Master Degree from a top rated university

The ETF Portfolio Manager role requires 5 days per week working in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $150-175k base plus 50+% target bonus.