Portfolio Manager - Index Portfolios

Portfolio Manager - Index Portfolios

Victory Capital | San Antonio, TX

About Victory Capital:

Victory Capital is a diversified global asset management firm. We operate a next-generation business model combining boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.

Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Platform, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, and a 529 Education Savings Plan.

General Summary and Purpose:

Victory Solutions manages over $60B in assets across multi-asset, multi-manager, active quantitative and rules-based strategies. The firm's ETF business, VictoryShares, sits within Victory Solutions as well.

Join us as a Portfolio Manager – Index Portfolios at Victory Solutions. In this role, you will be an integral part of our Portfolio Management Team focusing on index implementation. This team oversees daily portfolio management and investment operations for Victory’s rules-based and index solutions. As a Portfolio Manager, you will spearhead daily trading activities, contribute to index management, and have the unique opportunity to expand the business with the support of an established firm.

You will report to the Head of Portfolio Implementation.

You Will:

•             Manage portfolios ensuring alignment with strategy investment objectives, adhering to compliance regulations.

•             Design and execute trading, tax management tactics, and take the helm for corporate action decisions across all Victory platforms.

•             Uphold portfolio standards by mitigating risks and staying updated on regulatory standards for assigned portfolios.

•             Execute global equity trades utilizing OMS/EMS systems.

•             Oversee ETF rebalances and reconstitutions, analyzing various factors such as tax implications and market impact.

•             Act as the bridge between Victory Solutions and key stakeholders like brokers and custodians.

•             Collaborate with the Head of Capital Markets on a multitude of ETF activities including product launches and broker relations.

•             Harness quantitative methods and market insights for portfolio optimizations.

•             Decipher portfolio performance, pinpointing risk areas in comparison to benchmarks.

•             Communicate intricate investment subjects to diverse audiences.

•             Advocate for process improvements where necessary.

•             Foster a constructive team atmosphere, setting the tone through personal leadership.

You Have:

•             7 years in the investment industry, with deep knowledge of asset management, markets, and investment operations.

•             5 years in ETF / Index portfolio management.

•             A BA/BS Degree.

•             Proficiency with OMS/EMS.

•             Proven ability to deliver consistent investment results.

•             Comprehensive understanding of index provider methodologies.

 Desired:

•             Graduate degree and/or CFA designation preferred.

•             A fervor for refining processes and grasping the intricacies of global markets.

•             Sharp analytical and problem-solving abilities, with a keen focus on details.

•             Capacity to juggle multiple tasks in a dynamic setting, while maintaining quality.

Our Benefits:

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement, and a 401k plan with a generous employer match.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.