ETF Portfolio Manager managing Bitwise’s index products including ETFs and private funds. Involved in trading strategies and compliance within a hybrid work schedule.
Responsibilities
Manage index portfolios in multiple wrappers (ETFs, private funds, SMAs) within assigned parameters and tolerance levels.
Manage assigned portfolios to meet performance standards consistent with fund investment objectives while adhering to fund specific and regulatory requirements.
Stay current on regulatory requirements and ensure portfolios remain compliant.
Understand asset valuations in portfolios utilizing market information.
Recognize portfolio risk situations and escalate appropriately.
Attribute fund performance, understand and minimize sources of portfolio risk relative to benchmarks.
Ensure prudent risk management with carefully developed investment and operational processes.
Follow procedures and processes, monitor portfolio activity and performance.
Trade multiple asset classes including derivatives, equities, futures, options, T-bills, crypto currencies, and other digital assets.
Utilize multi-asset management experience to accurately monitor and trade portfolios across a variety of asset classes with best practice approach to trade execution.
Execute trades in multiple workflows, minimize transaction impact and cost.
Support new product launches by drafting prospectuses, related documentation and marketing materials.
Accurately interpret and implement relevant index methodology, including rebalance changes.
Proactively contribute to PM & trading systems/investment process enhancements.
Liaise with other internal teams including sales and trading, investor relations, fund administration, research and legal.
Effectively communicate, both orally and in written form, with a diverse group of junior and senior parties, both internal and external.
Mentor other portfolio managers and assist in their growth and contribution to the team.
Requirements
Bachelor’s degree, MBA or other relevant advanced certification.
10+ years of ETF and index portfolio management experience (Do not apply without ETF PM experience).
Solid understanding of the index portfolio management process including index methodology and trading strategies.
Comprehensive knowledge of ETFs, global markets and currency trading.
Well-developed understanding of ETF operations including, basket file dissemination, NAV publications, and can troubleshoot issues with service providers.
Understanding of the ETF arbitrage mechanism, the creation and redemption processes, and trade execution costs.
Strong technical and analytical skills (Bloomberg and Advanced Excel).
Proficiency in Microsoft Office, Google Apps, and portfolio management systems.
Knowledge in SQL and a coding language such as VBA, Python, or Java is a plus.
Experience implementing process improvements and project management.
Excellent written and verbal communication skills and attention to detail.
Strong will to learn and desire to be challenged.
Ability to multi-task in a fast paced, team environment but are also self-directed, highly motivated, and able to work independently.
Strong organizational skills and proactive planning, the ability to respond to urgent requests.
Deep interest in cryptocurrency markets. Experience investing in crypto is a plus.
Benefits
Health insurance, including dental and vision plans
Health, Dependent Care and Commuter Flexible Spending Accounts
Paid Parental Leave
Life insurance; short- and long-term disability plans
Company-funded 401(k) plan, no matching required
Unlimited PTO
10 paid company-wide holidays
Company-wide winter break for most roles
Meals and snacks provided in office
Paid company cell phone or stipend
Bitwise “Buddy” Program (30-day new-hire success program)
Annual birthday and anniversary gifts
Company-wide events including annual holiday party
Internal Women of Bitwise (WOB) group with fun events
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