Overview

We are seeking an SMA Implementation Analyst to support the continued growth of our $7.4 billion Custom SMA platform. This role sits within the SMA Portfolio Implementation team based in Charlotte, NC and focuses on building and maintaining efficient, scalable, and risk-aware portfolio implementation processes across a growing direct indexing platform.

This role sits at the center of that growth. You will support a platform that is actively scaling-where the decisions you make and the processes you help shape will directly influence how the business evolves. Your work will have immediate impact, with clear line of sight into both results and outcomes.

At the same time, there is a robust pipeline of strategic initiatives underway to further enhance the platform. These include advancements in portfolio management capabilities, implementation workflows, and the tools used by both clients and internal teams. You will have the opportunity to contribute to these efforts and help drive the next phase of platform development.

The team operates with an entrepreneurial mindset. We encourage new ideas and expect individuals to take initiative in driving improvements. Whether refining workflows, contributing to product enhancements, or helping scale operations, you'll have the opportunity to make a meaningful impact.

This role offers a unique blend of hands-on portfolio implementation and broader platform development work-providing exposure to both day-to-day execution and longer-term strategic growth within one of the firm's most rapidly evolving areas.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s): Charlotte, NC

Responsibilities

• Perform pre-trade analytics to support portfolio construction and implementation decisions
• Analyze in-kind funded accounts to determine appropriate transition outcomes
• Evaluate portfolio optimization tradeoffs, including tracking error and tax cost/benefit
• Perform non-trade analytics to support ongoing portfolio monitoring and client service needs

• Monitor and process corporate actions across SMA accounts

• Respond to internal inquiries on portfolio risk characteristics, expected outcomes, implementation constraints, account-level results and issues, and client-driven requirements
• Partner with onboarding, operations, research, enterprise technology, and investment teams to support end-to-end workflow alignment
• Identify and contribute to improvements in portfolio implementation processes and scalability

Qualifications

Required Qualifications

• 3-5 years of investment analysis experience
• Experience with equity direct indexing
• Understanding of portfolio management principles

Preferred Qualifications

• Working knowledge of mean-variance optimization
• Basic to intermediate ability with SQL or similar data tools
• Experience with process improvement, automation, or technology initiatives
• Exposure to non-equity asset classes is a plus
• CFA charter, relevant graduate degree, or progress toward either

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

Base Pay Range: $90,000 - $110,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

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Disclosure