layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Direct Indexing Associate Portfolio Manager
Vanguard
JIS - California
Source: Vanguard careers · View original posting
- Pay
- Salary Range: $70,000.00 - $125,000.00
- Employment
- full time
Employer job description
From Vanguard's posting. “We” and “our” refer to the employer.
Job Summary
Responsible for direct indexing trading activities and processes. Provides exceptional client outcomes while adhering to regulatory and internal standards.
Core Responsibilities
Prepares assigned direct indexing portfolios that meet or exceed performance standards consistent with investment objectives, while adhering to client-specified or regulatory restrictions and constraints.
Collaborates and partners with investment advisors to deliver portfolio construction plans. Offers strategies for financial planning accounts and set up required personalized indexing capabilities for clients.
Analyzes portfolio management data and oversees resolution of process issues. Collaborates with internal stakeholders to investigate exceptions within trading instructions.
Reviews and monitors portfolios' trading activity to ensure portfolios track assigned index appropriately and correctly.