Tax-Aware Quantitative Equity Portfolio Manager
Northern Trust Corp
Northern Trust Corp seeks a Quantitative Equity Portfolio Manager to oversee tax-aware equity portfolios for high-net-worth and institutional clients in Chicago. You will blend quantitative portfolio construction, risk oversight and direct client engagement to deliver tailored investment outcomes. Responsibilities include daily portfolio review for tax-loss harvesting, rebalancing and risk control, plus collaboration with trading, research and operations to optimize client objectives. #J-18808-Ljbffr Northern Trust Corp
$137.4k - $233.6k
## Quantitative Equity Portfolio ManagerApply: Chicago, IL: Full time: Posted Today: R162004**About Northern... ...global leader in innovative wealth management, asset servicing, asset management... ...purpose.** Manage personalized, tax-aware equity portfolios for high-net-worth...Employment EquityTaxFull timeH1bWork at officeWorldwide$137.4k - $233.6k
...in innovative wealth management, asset servicing, asset... ...Manage municipal bond portfolios for individual and institutional... ..., risk tolerance, tax considerations, and... ..., statistics, and quantitative methods in finance, with... ...that may include an equity component.Work AuthorizationApplicants...Employment EquityTaxFull timeH1bWorldwideFlexible hours$98.4k - $199k
...driving engagement, creating awareness of diverse backgrounds and... ...currently seeking a Senior Portfolio Manager that collaborates with other... ...requirements, comprehension of tax considerations, multi-... ...current general economic data, equity and credit markets, specific...Employment EquityTaxWork experience placementWork at officeLocal area$140k - $190k
...career.Join us as a Client Portfolio ManagerThe BBH... ...portfolio construction, manager selection and monitoring... ..., including private equity modeling, portfolio look... ...gains and other tax information.Take the lead... ...team environmentStrong quantitative and qualitative analysis...Employment EquityTaxFull timeWork at officeLocal area$137.4k - $233.6k
...a global leader in innovative wealth management, asset servicing, asset management and... ...Management & ImplementationManage a range of equity index portfolios, collective investment funds, ETFs,... ...mandates, investment guidelines, tax requirements, and regulatory obligations...Employment EquityTaxFull timeH1bWorldwideFlexible hours$158.95k - $205.7k
...for it” and equip our managers with the training to coach... ...We are looking for a Quantitative Risk Manager to join... ...valuation and portfolio margin models that will... ...Stock Purchase Plan Tax Savings Accounts for health... ...participation in Cboe's long-term equity programs. Additional...Employment EquityTaxFull timeWork experience placementWork at officeImmediate start$113.1k - $186.7k
...world. EY-Parthenon - Corporate Finance - Quantitative Finance and Economics - Senior Associate... ..., we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by...Employment EquityTaxWork experience placementSummer holidayWork at officeFlexible hours$116.88k - $151.25k
...to "go for it" and equip our managers with the training to coach their... ...We are seeking a Senior Quantitative Analyst with a strong product... ...analyze exchange datasets across equities, FX, options, and futures.... ...Stock Purchase Plan ~ Tax Savings Accounts for health,...Employment EquityTaxWork at officeImmediate start- Alter Domus is currently seeking a Fund Manager to join our Structured Fund Administration... ...about issues such as resource utilization, tax strategies, and the assumptions... ...corporate and management services for private equity & infrastructure and real estate funds as...Employment EquityTaxWork at office
$98.18k - $144.38k
...to “go for it” and equip our managers with the training to coach their... .... Role Overview Quantitative Analyst, Index Operations position... ...strategies but will include US equity indices as well. This role... ...Employee Stock Purchase Plan ~ Tax Savings Accounts for health,...Employment EquityTaxFull timeImmediate start$150k - $200k
...help us build it.The Role:We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic... ...applied to a broad variety of asset classes including global equities and/or ETFs, futures, currencies and optionsLead, manage...Employment EquityCasual workFlexible hours- ...nationally recognized private equity fund services organization, is... ...and financial reporting for a portfolio of private investment funds while... ...leadership. In addition to managing day-to-day fund accounting activities... ...Coordinating audit and tax engagements Assisting with...Employment EquityTaxWork at office2 days per week
- ...SUMMARY As a member of our Private Equity, Real Estate, and Infrastructure... ...partnerships and accounts managed by the Firm. Your responsibilities... ...teams throughout the firm, including tax, legal, treasury, client services, portfolio management, to drive high-quality...Employment EquityTaxInternshipWork at office
$180k - $200k
...and accident insurance, and pre-tax parking and transportation programs. Company: Private Equity Firm - Over 389 Billion in AUM... ...agency and custody Manage the relationships with the fund... ...Committee interaction, ensuring portfolio NAV is accurate, material adjustments...Employment EquityTaxPermanent employmentFull timeTemporary work$230k - $250k
...and accident insurance, and pre-tax parking and transportation... ...programs. Company: Private Equity Firm - Over 389 Billion in AUM... ...to daily environment. Manage the relationships with the fund... ...Committee interaction, ensuring portfolio NAV is accurate, material adjustments...Employment EquityTaxPermanent employmentFull timeTemporary work$77.1k - $100.2k
...their dreams through education. The Portfolio Manager (PM) is a Cengage School Portfolio... ..., qualifications, experience, internal equity, and geographic location. Sales roles often... ...the learning journey. Warning: Be aware, there has been an increase of targeted...Employment EquityFull timeLive inLocal areaWorldwide- ...will oversee fund accounting, GAAP financials, and investor reporting, while managing audits and tax processes. The ideal candidate will have over 15 years experience in real estate/private equity fund accounting, with a strong preference for a CPA. This position offers a...Employment EquityTax
$114.5k - $194.7k
...leader in innovative wealth management, asset servicing, asset management... ...Position Summary:The Client Portfolio Management (CPM) role sits... ...qualitative judgment and quantitative analysis into clear... ...program that may include an equity component.Work AuthorizationApplicants...Employment EquityFull timeH1bWorldwideFlexible hours$33.45 - $40.47 per hour
...dedicated year-round Business Tax Experts in one of our TurboTax... ...mindset to grow your customer portfolio. \n Exceptional customer service... ...independently while managing multiple priorities. \n Proficient... ...be eligible for a cash bonus, equity rewards and benefits, in...Employment EquityTaxLocal area- ...trading firm with Chicago HQ, seeks a Systematic Equity Options Trader to join its growing desk. You will design, implement, and manage systematic trading strategies across equity options and collaborate with quantitative research and technology teams. The role...Employment Equity
$205.7k - $360.1k
...in innovative wealth management, asset servicing, asset... ...external manager selection, portfolio‑alignment assessment,... ...markets spanning equity, fixed income and real... ...screening, qualitative and quantitative evaluation, investment... ..., custom active and tax‑managed SMAs—to inform...Employment EquityTaxOdd jobFull timeH1bWorldwideFlexible hours- ...The Group: Advyzon Investment Management (AIM) is a Turnkey Asset... ...investing, and supporting client portfolios. The Role: AIM is... ...allocation, manager selection, and tax optimization in helping... ...learning and communicating quantitative concepts ~ Excellent communication...Tax
- Overview My client, a top Private Credit Asset Manager is looking for a Manager to join and lead... .... Collaborate with teams like Treasury, Tax, and Operations. Build strong... ...in accounting, ideally in BDCs, private equity, hedge funds, or mutual funds. Public accounting...Employment EquityTax
$74.2k - $126.2k
...leader in innovative wealth management, asset servicing, asset management... ...service team, engaging with portfolio management, product... ...asset allocation frameworks, tax-aware investing approaches, portfolio... ...program that may include an equity component.Work AuthorizationApplicants...Employment EquityTaxFull timeH1bWork at officeWorldwideFlexible hours- ...journal entries, accruals, allocations, management fees, incentive fees, and fund-level expenses... ...Collaborate closely with accounting, tax, treasury, operations, investor communications... ...within financial services, private equity, private credit, asset management, hedge...Employment EquityTaxWork at officeRemote work
$161.4k - $229.95k
..., Partner Accounting, Tax, Finance, Strategic Planning... ...function and manage the team responsible for... ...leadership reporting. Analyze quantitative and qualitative... ...executive compensation, or equity / income partner... ...possess the cultural awareness and cross-border legal...Employment EquityTax$58k - $66.3k
...proprietary trading firm active in US Equities, US Options, Canadian... ..., you'll actively trade and manage firm capital under close mentorship... ...helps strengthen your quantitative, analytical, and research skills... ..., parental leave, pre- tax commuter benefits, and catered...Employment EquityTaxVisa sponsorshipWork visa$110.4k - $140.76k
...optimization, and change management across payroll, HR,... ...Analyze qualitative and quantitative data related to... ...Experience in culture awareness, communications planning... ...location, and internal equity. At Grant Thornton, compensation... ...offerings, including tax and advisory services....Employment EquityTaxWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...energy through a diverse portfolio that includes natural... ..., Construction, Asset Management, Financial Planning &... ..., etc) for debt and equity raising Support project... ..., accounting, tax, legal, etc. professionals... ...Exceptional analytical and quantitative problem-solving skills...Employment EquityTaxWork experience placementWork at office
$95k - $110k
...efficiently executed.• Work closely with Fund Management to gain an understanding of each Fund’s... ...for preparing the Fund-level supporting tax return information for the outside... ...promissory notes, cash flow distribution support, equity adjuster letters, etc.• Provide Fund...Employment EquityTaxWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax-Aware Quantitative Equity Portfolio Manager. Be the first to apply!
- senior portfolio manager Chicago, IL
- portfolio manager Chicago, IL
- equity portfolio manager Chicago, IL
- funding manager Chicago, IL
- equity fund manager Chicago, IL
- fixed income portfolio manager Chicago, IL
- hedge fund manager Chicago, IL
- fund accounting manager Chicago, IL
- sales tax Chicago, IL
- tax law Chicago, IL






