Manager, Taxable Investment Strategies

Overview

NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages over $298 billion in fixed income and equity securities, including ~$19 billion in tax-aware/direct-indexing engagements, and over $172 billion in derivative notional value. We seek bright, motivated individuals who can contribute to our growing team of professionals. Candidates with a high degree of independent thinking skills, strong analytical and quantitative skills, and team playing abilities are encouraged to apply.

Responsibilities

The Manager, Taxable Investment Strategies will lead firmwide collaboration in a team-oriented environment in a role that combines technical tax knowledge with client service experience to provide customized solutions to large domestic institutional investors, including Nuclear Decommissioning Trusts, corporate assets and high net worth clients. They will work on client engagements focused on tax-sensitive investment solutions across a variety of asset classes. This individual will be responsible for preparing analyses and assisting in strategy design based on underlying tax factors which may vary by investor type for strategies including equity, fixed income and alternatives. In addition, the Manager, Taxable Investment Strategies will be tasked with analyzing and communicating portfolio information such as performance, attribution, characteristics, etc. This individual will prepare materials (analyses, graphics, text) for use in presentations, contribute to client and internal projects, provide general support for senior team members and participate in client meetings as appropriate. Other responsibilities will include:

• Serve as a subject matter expert on tax-aware investment strategies, including direct indexing, tax loss harvesting, quantitative equity tax optimization, shadow benchmarking and after-tax performance analysis
• Collaborate throughout the organization (including portfolio management, client services, compliance, performance measurement and operations) to design, implement and support tax-efficient investment solutions
• Provide consultation and guidance to other team members regarding the interaction of tax considerations with investment strategies
• Analyze client portfolios to identify tax optimization opportunities and communicate findings effectively
• Lead client meetings and presentations, translating complex tax and investment concepts into actionable insights
• Develop and maintain relationships with clients, consultants, and internal stakeholders
• Contribute to thought leadership and product development in the area of tax-aware investing
• Mentor junior team members and support their development
  
  

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field; CPA or advanced degree (e.g., MBA, MS in Taxation) strongly preferred
• Minimum of five years of experience in tax advisory or asset/wealth management with direct experience in investments
• Deep understanding of U.S. tax code as it relates to investment portfolios and various taxable entities, including individuals, partnerships, trusts and estates
• Familiarity with common tax management strategies, including direct-indexing, etc.
• Demonstrated experience of tax strategies in various asset classes (e.g., equity, derivatives, and fixed income preferred)
• Strong interpersonal and communication skills, with the ability to explain complex tax and investment concepts clearly
• Proficiency in Excel; familiarity with portfolio analytics tools and tax software a plus
  
  

NISA’s culture encourages collaboration and innovation. We seek self-motivated, intellectually curious individuals willing to push themselves and others in an environment that celebrates fresh thinking. We equip employees with the resources needed to excel and we encourage personal development. NISA is dedicated to internally cultivating and rewarding talent. Employees at NISA are provided with a wide range of benefits, including health, dental, vision and life insurance options, paid time off, a competitive retirement plan, onsite cafeteria, fitness center, a health and wellness program and an educational assistance program.

NISA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.