Julia Boutin

Global Equity Quant Portfolio Manager @Charles Schwab

Chicago, IL, US

Member of the Tax-Advantaged Equity team managing over $120B in AUM, delivering customized direct indexing and tax-optimized equity solutions to high-net-worth, GFO, and Institutional clients- Construct and manage SMAs with advanced quantitative frameworks, including multi-factor models, risk budgeting, tracking error optimization, and systematic tax-loss harvesting- Lead portfolio transitions and analysis, ensuring seamless onboarding and alignment with complex investment objectives, tax considerations, and client mandates- Partner with engineering and data science teams to scale personalized investment solutions through automation and internal tool development- Develop and deliver educational initiatives for financial advisors, translating complex strategies into clear, actionable insights that deepen engagement and adoption- Act as a strategic advisor to client-facing teams, integrating portfolio insights into communication strategies and enhancing the overall investment experience- Contribute to continuous innovation and process refinement within the platform, ensuring scalable efficiency and consistent delivery of high-quality outcomes

INSEEC

Master of Business Administration - MBA

Université de Bordeaux

Bachelor's degree