Who we are: 

Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life. Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. We traditionally partner with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.

What you’ll do: 

• Trading and Execution: Execute trades efficiently and in compliance with best execution practices. Monitor market conditions and adjust portfolios as necessary.
• Structured Solutions Oversight: Partner with internal teams and external financial institutions to analyze, perform diligence, and oversee structured equity monetization transactions, including documentation review, exposure modeling, and ongoing post-execution monitoring.
• Portfolio Management: Manage SMA portfolios, leveraging various tools, such as optimizers, risk models, and dashboards. Ensure portfolios are aligned with clients' investment objectives and risk tolerance.
• Investment Strategy: Implement investment strategies tailored to individual client needs, including tax-aware management of concentrated equity positions. This may include evaluating and coordinating derivative-based monetization and hedging strategies (e.g., collars, spreads, prepaid variable forwards, and other structured solutions) in partnership with approved third-party counterparties, with a primary focus on risk mitigation, liquidity planning, and tax efficiency.
• Client Engagement: Maintain strong relationships with clients, provide regular updates on portfolio performance and address any inquiries or concerns. Participate in client meetings and reviews.
• Performance Monitoring: Continuously monitor portfolio performance and risk metrics. Prepare detailed performance reports and conduct performance attribution analysis.
• Collaboration: Work closely with research analysts, traders, and other portfolio managers to share insights and develop cohesive investment strategies. Collaborate with the client service team to ensure seamless client experience.
• Compliance: Ensure all investment activities comply with regulatory requirements and internal policies. Maintain accurate and up-to-date documentation for all managed accounts.
• Other responsibilities as assigned by manager

What you have: 

• A natural problem solver with high attention to detail and a penchant for accuracy.
• Strong understanding and an ability to manage portfolio risk.
• Strong understanding of equity, derivative, and fixed income markets.
• Excellent analytical and quantitative skills, with the ability to conduct detailed investment analysis.
• Exceptional communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proficiency in portfolio management software and trading platforms.
• High level of integrity and professionalism.
• Align with Vident Core Values: Inspired Collaboration, Honor & Authenticity, Intellectual Curiosity, Exceptional Performance and Inclusion & Humility

Education and/or Experience:

• Bachelor's degree in Finance, Economics, or a related field; advanced degree or CFA/FRM designations preferred
• Experience using optimizers, such as those offered by Northfield, Axioma, Barra, Bloomberg, or Factset is highly preferred.
• Experience trading and implementing option strategies on portfolios, particularly concentrated monetization strategies, including variable forwards, collars, spreads, or similar derivative-based liquidity or risk mitigating solutions, is preferred.
• Experience working with external trading desks, structuring teams, or custodians on complex equity or derivative transactions.
• Experience trading and implementing long-short portfolios is preferred.
• Minimum of 5 years of experience required. Do not apply without proven experience 

What we offer:

• PTO plus 13 paid holidays
• Flexible Working Benefits
• Daily Paid Lunch for Onsite Employees
• Onsite Gym Discount
• Medical, Dental, Vision
• EAP and Telehealth with Mental Health Support
• Short and Long Term Disability
• SIMPLE IRA with up to 3% Match

Who we are:

Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life. Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. We traditionally partner with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.

What you’ll do:

• Role Type: Relationship Management

• Primary Objective: Ensure a high-touch, white glove service experience for clients in order to retain and help grow relationships, including assets under management (AUM).

• Relationship Management: Establishing and maintaining strong, proactive, and positive relationships with Sub-Advisory clients.

• Client Onboarding: Partnering with the Business Development Success Associate, Operations, and Portfolio Managers to transition newly acquired relationships and guide new clients through the Vident Client Experience.

• Needs Assessment: Understanding each client’s requirements and communicating them to appropriate internal teams to ensure timely and complete service delivery.

• Problem Resolution: Acting as the first point of contact for clients, identifying their problems or concerns, and helping to identify appropriate solutions.

• Internal Collaboration: Coordinate with Sales, Compliance, and Investment Management to support new fund launches and ensure operational excellence.

• Client Retention & Growth: Partnering with Sales to identify opportunities for upselling or cross-selling products and services to increase revenue and AUM.

• Product Expertise: Delivering insights into Vident’s primary service offering to clients, including handling questions about non-investment related processes.

• Market Analysis: Stay abreast of ETF market trends, regulatory changes, and competitor activity to provide actionable insights to senior leadership.

What you have:

• Exceptional Communication: Strong written and verbal communication skills are a must. Need to be comfortable speaking to clients across varied demographics and have the public presence to be a front-line representative of Vident.

• Client-Centered Mindset: Ensuring that each client feels valued and heard, even those that are difficult, and partnering with internal colleagues to achieve resolution of problems and concerns.

• Attention to Detail: Providing timely client communication, tracking requests, and communicating clearly to colleagues is a non-negotiable requirement.

• Negotiation & Problem-Solving: Experience and comfort in handling conflict and resolving issues to maintain positive client relationships.

• Customer Relationship Management (CRM) Proficiency: Experience in using CRM tools (particularly Salesforce) to track client interactions and data is highly preferred.

• Analytical Skills: Ability to monitor and analyze client service data to identify trends and opportunities to improve service.

• Align with Vident Core Values: Inspired Collaboration, Honor & Authenticity, Intellectual Curiosity, Exceptional Performance and Inclusion & Humility

Qualifications & Skills:

• Education: Bachelor’s degree in Finance, Economics, Marketing, or Communications preferred.

• Experience: 3-5 years of professional experience in financial services, preferably in asset management.

• Licenses: Having regulatory certifications (or the willingness to acquire them) such as Certified ETF Advisor (CETF®) designation, FINRA Series 7 and 63, and FINRA SIE are preferred.

• Technical Skills: Proficiency in CRM software (e.g., Salesforce), Microsoft Suite (Excel, Teams, PowerPoint, etc.) strongly preferred.

What we offer:

• PTO plus 13 paid holidays

• Flexible Working Benefits

• Daily Paid Lunch for Onsite Employees

• Onsite Gym Discount

• Medical, Dental, Vision

• EAP and Telehealth with Mental Health Support

• Short and Long Term Disability

• SIMPLE IRA with up to 3% Match

Vident Asset Management is a specialized exposure and solutions provider partnering with clients to 

help them assess new opportunities and bring their investment ideas to life.

Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within 

the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA 

platform. We traditionally partner with institutional investors, asset managers, and the wealth 

management firms to Bring Investment Ideas to Life.

What you’ll do:

The Portfolio Analyst/Trader will support the management of Vident’s Separately Managed Account (SMA) business. Responsibilities include assisting Portfolio Managers, conducting product research, performing portfolio optimizations, reviewing and executing trades, generating reports, analyzing performance, and onboarding new clients.

The successful candidate will possess a solid understanding of investment management, portfolio construction, and equity risk management. They will demonstrate an unwavering commitment to delivering exceptional results for clients, paired with a keen attention to detail and strong intellectual curiosity.

The position requires close collaboration within the team and across the organization, emphasizing teamwork, adaptability, and proactive communication.

•  Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance,      portfolio optimization, tax loss harvesting, and portfolio trading.

•  Execute trades approved or instructed by Portfolio Managers or senior members of the team

•  Enhance and support the product trade workflow and portfolio monitoring functions

•  Monitor index changes and curate buy lists for corporate actions

•  Support client requests ranging from proposal generation to client reporting

•  Perform regular reporting for internal and client use

•  Perform quarterly billing and AUM reporting

•  Proactively communicate with clients regarding bond maturities, cash flows, quarterly performance reporting of equity              portfolios and other reporting as required

•  Work with custodians to help with client inquiries and internal reporting as necessary

•  Assist sales and marketing through development of advisor/client materials and development of new materials

•  Participate in presentations, conference calls, conferences

•  Other duties and responsibilities as assigned

Who you are:

•  You possess a Bachelor’s degree in Finance, Engineering, Computer Science or similar

•  You have 2+ years of experience in the investment management field (preferred)

•  Interest in pursuing investment related designations and/or FINRA exams such as the CFA, FRM, or the FINRA Series 65 exam

•  Hard-working and eager to learn in a fast-paced, innovative environment

•  Motivated by eagerness to learn about new technology and financial techniques

•  Committed to intellectual integrity, transparency, and openness

•  Able to prioritize and optimize own workload as a function of unexpected events and existing parallel/serial workflows

•  Excellent problem solving, communication, and analytical skills

•  Expert Excel user and strong Microsoft Office skills

•  Experience with Bloomberg Port and/or Orion preferred

•  Ability to think independently and creatively approach data analysis and communicate complex ideas clearly

•  Working knowledge of equity markets, portfolio construction, tax optimization and portfolio risk analytics

•  Experience with portfolio optimizers and factor risk models

•  Team player with strong quantitative, analytical, communication, and organizational skills

•  Align with Vident core values of Inspired Collaboration, Honor & Authenticity, Inclusion & Humility, Exceptional Performance        and Intellectual Curiosity

What we offer:

•  PTO plus 10 paid holidays

•  Flexible Working Benefits

•  Daily Paid Lunch for Onsite Employees

•  Onsite Gym Discount

•  Medical, Dental, Vision

•  EAP and Telehealth with Mental Health Support

•  Short and Long Term Disability

•  SIMPLE IRA with up to 3% Match