Associate Investment Manager
About the positionResponsibilities• Play a significant role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies. • Collaborate with numerous business partners to enhance our independent bottom-up risk framework for all managed account products. • Combine investment expertise with a high degree of technical proficiency to provide tax-sensitive, customized management of multi-asset class portfolios to our clients.• Develop tax-aware transition strategies for high-net-worth clients. • Create logical and efficient queries and visuals to provide timely, accurate and insightful client data analytics to support business partners across the organization. • Partner with SAI's embedded Data Scientist team to develop the next generation of risk prediction and management programs via AI and Machine Learning. • Work within the Portfolio Engineering group to prototype and provide technical design requirements for innovative approaches to analyze and monitor client portfolio investment risk and characteristics.• Lead the end-to-end issue remediation process and collaborate with other parts of SAI and Fidelity to improve our client investment risk management process. • Manage individual client portfolios consistent with SAI's investment philosophy and the unique personalization of each client portfolio. • Implement investment strategies based on market movement, tax management opportunities, changes in the model portfolio or investment choices. • Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction and business cycle positioning.• Craft customized communication incorporating analysis on performance attribution, portfolio positioning and market review for specific client portfolios. • Monitor and carry out fiduciary responsibilities with a high-level of integrity. Requirements• Degree in Finance, Economics, Accounting, Computer Science, Data Science, or Engineering. Graduate degree preferred. • Two to five years investment experience in research, portfolio management, trading, risk management or technology development in these fields.• Strong skills in SQL, data visualization via Tableau or Power BI, Python or R programming are required. • Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment. • Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving and the ability to multi-task. • Proven ability to communicate and work effectively in a highly team-oriented environment. Nice-to-haves• Experience with AI/Machine Learning algorithms and implementation is a plus.• Experience with Git/GitHub for version control or cloud platforms like AWS is a plus. Apply tot his job