Job Title: SMA Portfolio Manager / Trader
Location Remote (U.S.)
Ideal location: Alpharetta, GA
Type: Permanent/Direct-Hire

Reports To: Managing Director, Head of Investment Management SMA

Overview
The ideal candidate will bring strong equity market expertise, deep derivatives knowledge (especially options), and hands-on experience managing portfolio risk across securities, sectors, and overall portfolio exposures. This is a highly execution-focused role in a lean environment where the Portfolio Manager will also spend meaningful time trading and implementing approved strategies directly.

This is a hands-on investment role within a small team that values independence, precision, and strong judgment in both trading and portfolio construction decisions.

Key Responsibilities

• Manage SMA portfolios focused on equity strategies and tax-sensitive investment solutions
• Execute trades directly, including options strategies and hedging transactions based on approved portfolio decisions
• Spend ~30%–40% of time on trade execution depending on daily portfolio activity and market conditions
• Implement options-based strategies for concentrated equity positions, including hedging and risk mitigation structures
• Evaluate and optimize portfolio construction with respect to client objectives, tax efficiency, and risk parameters
• Assess trade quality and identify opportunities for improved execution and portfolio outcomes
• Monitor portfolio risk across security, sector, and total portfolio levels
• Support tax-aware portfolio management including tax-loss harvesting and awareness of IRS considerations such as constructive sale rules
• Collaborate with internal team members on portfolio construction, risk analysis, and investment implementation
• Provide ad-hoc client support and participate in client discussions as needed
• Maintain strong controls, accuracy, and adherence to internal investment and compliance processes

Hard Requirements

• 5+ years of experience in portfolio management, trading, or investment management within equity markets
• Strong equity market expertise with direct portfolio construction experience
• Hands-on experience executing options strategies (must be real-world experience, not theoretical)
• Strong understanding of portfolio risk management across security, sector, and portfolio levels
• Experience managing or working with concentrated equity positions
• Ability to independently evaluate and execute trades with strong judgment
• Working knowledge of tax-aware investing and tax-loss harvesting strategies
• Comfortable operating in a lean environment with limited trading desk support
• Strong analytical skills with high attention to detail and execution accuracy
• Strong communication and collaboration skills within a small investment team

Bonus / Preferred Qualifications

• Experience with structured options strategies (collars, spreads, protective structures, etc.)
• SMA platform or tax-managed portfolio experience
• Background in asset management, hedge funds, RIAs, family offices, or institutional PM environments
• Exposure to IRS considerations such as constructive sale rules and derivative tax treatment
• CFA designation or progress toward CFA
• Experience in hybrid PM/trader roles with active execution responsibility

Education

• Bachelor’s degree in Finance, Economics, Accounting, or related field required
• CFA or advanced degree preferred but not required

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 140000.00/Yearly.