About V-Square Quantitative Management

V-Square Quantitative Management LLC (“V-Square”) is a Chicago-based, SEC-registered systematic 
multi-asset manager. One platform serves institutions and wealth managers who expect more than off
the-shelf solutions, with strategies that run from Direct Indexing to Liquid Alternatives across equity, 
fixed income and listed real assets. Asset owners, OCIO platforms, endowments, foundations and public 
plans access Core Beta, Systematic Alpha, Liquid Alternatives and Completion Portfolios. RIAs, family 
offices, wealth platforms and intermediaries access Tax-Aware and Direct Indexing solutions. Strategies 
are delivered through separately managed accounts, model delivery and a private placement fund, and 
the firm manages more than $1.5 billion in assets as of June 30, 2026. 
Founded in 2020 by practitioners from some of the world’s largest systematic asset management 
platforms, V-Square is a subsidiary of Chicago private equity firm Valor Equity Partners (“Valor”). 
Portfolios are built on a proprietary six-factor model and a Know Your Benchmark framework, rooted in 
academic research and applied with rules set in advance. 
V-Square has developed a strong reputation for innovation, excellence, teamwork and camaraderie. Our 
culture is built on our PHD values (Passion, Humility and Dedication), and we look for high-caliber 
investment professionals who embody them in serving clients and creating better value for longer. At V
Square, we all progress together in V-Formation, fueling each other’s expertise, curiosity and energy. 

Position Summary 

V-Square is seeking a Client Portfolio Manager to lead new business development in the U.S. wealth 
management market, which includes RIAs, family offices, wealth platforms and intermediaries. The goal 
is to grow assets in this segment, with a focus on the firm’s Tax-Aware and Direct Indexing solutions and 
the ability to bring the wider platform to wealth managers where it fits. 
The role combines client-facing work with analytical depth. The Client Portfolio Manager will run tax-loss 
harvesting analyses and optimization studies for prospects and clients, and will author the firm’s weekly 
Chart of the Week along with other editorials as needed.  
The selected candidate will be an exceptional communicator with technical expertise in quantitative 
finance, a command of tax-aware investing, and deep knowledge of the wealth management 
marketplace. 

Role and Responsibilities 

Business development and client engagement

• Build and grow relationships with RIAs, family offices, wealth platforms and intermediaries, and 
  ensure high-quality engagement with clients and prospects. 
• Maintain an in-depth understanding of the firm’s Tax-Aware, Direct Indexing, Systematic Alpha 
  and Liquid Alternatives offerings, and of how tax management shapes after-tax outcomes.
• Own the RFP/RFI process and the consultant, platform relationships and database updates in line 
  with the evolution of the firm.
• Work with the Research, Performance, Technology, Compliance and Creative Services teams to 
  develop presentation materials and strategy commentary.
• Champion consistent adoption of Salesforce as a key tool for measuring the success of our 
  distribution effort.
• Proven ability to lead complex initiatives involving multiple internal and external stakeholders with 
  attention to detail and deadlines.  
• Demonstrated ability to translate complex investment concepts into commercially successful 
  products.

Tax-loss harvesting analysis and optimization 

• Run tax-loss harvesting analyses for prospects and clients, quantifying harvested losses, after-tax 
  benefit, tracking error and turnover under client-specific constraints such as existing holdings, 
  concentrated positions, cost basis, restrictions and tax rates.
• Partner with Research and Technology on the optimization framework behind the tax-aware 
  strategies, including tracking error targets, wash-sale management, tax-lot selection and the 
  transition of legacy portfolios.
• Frame analyses at the household level, across taxable, retirement and equity-compensation 
  accounts, so advisors see the full tax picture.
• Turn results into clear proposals, reports and advisor-facing materials, and present them by phone 
  and video. 

Chart of the Week 

• Produce the Chart of the Week each week: source and analyze the data, build the chart to the 
  firm’s visual standards, and write the 200-to-300-word commentary.
• Verify every number, date and source, and manage Compliance review and disclosures before 
  publication.
• Work with the firm’s PR and marketing partners to distribute each piece and turn reader feedback 
  into client conversations.
• Ensure that the chart of the week is approved by the CCO ahead of posting.  

Qualifications 

• CFA designation required.
• Minimum of 5 years of direct product sales and/or management experience with an asset 
  manager, a consultant or a wealth manager.
• Working knowledge of tax-aware investing, including direct indexing and tax-loss harvesting. A 
  CPA or CFP credential is a plus.
• Strong analytical skills and experience working with data for primary research. Proficiency in Excel 
  is required; proficiency in AI assistants, Bloomberg, VBA, or Python is a plus.
• Outstanding presentation and communication skills, particularly by phone and video, with 
  exceptional client service and relationship-building skills.
• Self-starter and effective independent contributor with a positive attitude, high energy, and the 
  ability to drive initiatives independently.
• Intellectual curiosity and passion for financial markets, with strong time management and 
  organizational skills and the ability to multi-task.
• Domestic client travel.
• BA/BS degree required, with a demonstrated record of superior academic performance. 

Consistent with our values, V-Square Quantitative Management is an equal opportunity employer.