Vestmark

• Build and maintain strategic relationships with field distribution teams • Network extensively across the financial services landscape • Partner closely with Vestmark's sales and client success teams • Deliver compelling presentations of Vestmark's value proposition • Coordinate and participate in field events, regional conferences, and partner meetings • Serve as the voice of distribution partners internally at Vestmark • Drive lead generation and opportunity identification • Leverage Vestmark's thought leadership and market insights

• Work closely with and support the Portfolio Management team on the day-to-day investment management operations including oversight of all Quality Assurance tasks • Perform optimization testing and scenario analysis using optimization tools such as Northfield • Conduct ad hoc investment research by writing code in SQL and Python • Collaborate and communicate with trading and operations teams to implement effective trading strategies • Work closely with sales consultants in reviewing tax transition optimizations, mitigate issues raised, respond to client requests • Partner with product management and technology teams to develop, automate and enhance systems and processes to improve portfolio management efficiency, draft JIRA requirements • Perform testing plan and execution of UAT across latest development releases

• Support the portfolio management team on the day-to-day investment management operations including oversight of all quality assurance tasks • Conduct ad hoc operational research by writing code in SQL and Python • Collaborate and communicate with trading and operations teams to ensure trades are released and executed according to the portfolio managers’ guidelines • Partner with product management and engineering teams to articulate and draft portfolio managers’ technical requirements for rules-driven optimizations • Perform testing plan and execution of User Acceptance Testing across latest development releases, document results and bugs