Fixed Income Portfolio Manager, ETF & Indexed Based Strategies
March 31, 2021
Portfolio Management and Fiduciary Oversight:: the daily portfolio management functions of an index fund and creating an optimal portfolio which effectively tracks the index in a tax-efficient manner. This includes: 1. Working closely with a team of equity analysts and traders to monitor day-to-day fund implementation 2. Leveraging industry technology to optimize global indexes in order to make portfolio construction recommendations 3. Maintaining oversight of our index partners that underly Invesco indexed funds, as well as maintainting a view of the mandates, changes, and rebalance cycles across passive indexes around the globe 4. Developing, directing, and documenting policies, procedures, and processes related to Fund management. In addition to index reconstitution portfolio trading, the portfolio manager will be responsible for tax management, corporate action management, cash and compliance trading under the supervision of the Senior Portfolio Manager of Equities. Responsible for the facilitation of trading of underlying securities and providing feedback on execution quality.
Investment Process Improvements: engagement with a team of portfolio managers and operations analysts to propose and implement best practices that aim to continuously improve the investment process and promote scalability in index management.
Internal and External Client Engagement: Responsible Representing the ETF & Index Strategies investment team and funds to internal and external clients through product development, capital markets and due diligence.