Associate Portfolio Manager

 

At Aperio Group, our strategies are designed to put our clients’ and their clients’ interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client’s unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management firm specializing in managing customized equity portfolios tax efficiently.

 

We recognize that our competitive advantage starts with our people and our culture. At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. Our firm seeks to build a workforce that is as diverse in experience, perspective, and culture as the clients with whom we aspire to work. We are looking to add amazing people to our team who will bring diversity across many lines, including race, ethnicity, religion, sexual orientation, age, marital/family status, disability, gender identity, sex, and country of origin.

 

Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It’s a short, 20-minute drive from much of San Francisco. We are looking for talented individuals in the San Francisco Bay Area as well as nationwide as a remote opportunity. If not local, when travel is permitted, team members are expected to visit the office periodically for training and to work with the core onsite team. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.

 

APERIO GROUP, LLC IS COMMITTED TO ATTRACTING, RETAINING, ENGAGING, AND DEVELOPING A POOL OF TALENT THAT IS DIVERSE ALONG MANY DIMENSIONS. WE SEEK TO LEVERAGE THESE DIVERSE EXPERIENCES, BACKGROUNDS, AND VIEWPOINTS TO BEST SERVE THE NEEDS OF OUR CLIENTS.

 

 

We are looking for a personable Associate Portfolio Manager (APM) to join our Portfolio Management team. The APM will be responsible for portfolio construction and rebalancing as well as investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and optimization technologies. Ideal candidates must have excellent problem-solving capabilities, a high degree of attention to detail, and strong organizational skills. The position requires solid verbal and written communication aptitude and the ability to work directly with clients on complicated tax- and risk-modeling problems. The APM must be able to manage and prioritize multiple tasks in a time-sensitive environment, be able to take initiative, and be comfortable taking on responsibility.

 

Our interview process includes an initial phone interview and an Excel-based test that demonstrates your analytical, problem-solving, and proofing skills. In-house interviews will follow successful completion of those steps.

 

 

 

 

 

 

 

California Residents: The California Consumer Privacy Act (CCPA) requires us to inform job applicants about the categories of information Aperio collects about you and the purposes for which Aperio will use your information. For personal information subject to the CCPA, please see this Privacy Notice, which contains required disclosures and details information that we collect as a part of our job application process.