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O'Shaughnessy Asset Management Logo
O'Shaughnessy Asset Management

Client Portfolio Manager - Canvas Custom Indexing

13 Days AgoSaved
In-Office
15 Locations
140K-180K Annually
Senior level
140K-180K Annually
Senior level
Angel or VC Firm
The Client Portfolio Manager will collaborate with advisors to create custom tax-efficient portfolios, communicate investment insights, and enhance the Canvas platform.
Top Skills: Direct IndexingQuantitative InvestingSQLTax Optimization
New

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