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Portfolio Manager
Portfolio ManagerDexian • Chicago, IL, US
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Portfolio Manager

Portfolio Manager

Dexian • Chicago, IL, US
16 hours ago
Job type
  • Full-time
Job description
  • Primary function - Daily rebalancing of portfolios to account for Tax Loss Harvesting requests
  • Can also participate in daily rebalancing of portfolios via model updates, cash flows and investment objective changes
  • Perform daily portfolio drift analysis and trade executions
  • Ensure compliance and adherence to appropriate procedural documentation
  • Has technical skills and systems knowledge with an aptitude to quickly learn new trading applications
  • Highly thorough when carrying out complex activities with significant financial, client, and / or internal business impact
  • NECESSARY KNOWLEDGE AND SKILLS :
  • Ability to efficiently prioritized time sensitive tasks and escalate as necessary
  • Composed demeanor in high stress situations
  • Ability to clearly and effectively communicate challenges and opportunities to senior management
  • Goal orientated with the drive to follow improvements through to resolution.
  • Ability to partner with the technology and operational support teams to make improvements
  • In-depth industry knowledge
  • Highly flexible and adaptable to change
  • Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

    Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https : / / dexian.com / to learn more.

    Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

    Apply right away for consideration

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