Associate Portfolio Manager - Parametric

PowerToFly; Alpharetta (GA); On-site; USD 85,000 - 120,000; Full time

Job summary

A leading investment management firm in Georgia is seeking an Associate Portfolio Manager to manage structured equity portfolios for tax efficiency. The role requires a bachelor's degree in a quantitative field and a minimum of 3 years in investment management. Ideal candidates should possess strong mathematical skills and analytical writing abilities. The firm supports a hybrid working model, allowing flexibility between remote and office work.

Qualifications

• 3+ years of professional experience in investment management or similar required.
• Significant progress toward a CFA, MBA and/or other credential is strongly preferred.
• Familiarity with academic financial theory and applications is beneficial.

Responsibilities

• Construct optimized equity index portfolios for separate accounts.
• Rebalance and transition portfolios to maximize tax‑efficiency.
• Monitor index changes and corporate actions.
• Performance attribution and generation of after‑tax return data.

Skills

Strong mathematical and analytical skills

Analytical writing ability

Education

Bachelor’s degree in finance, accounting, engineering or related quantitative focus

Job description

ABOUT MORGAN STANLEY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information visit www.morganstanley.com.

ABOUT PARAMETRIC

Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what matters to clients and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi‑asset portfolios that respond to evolving needs. We also offer systematic alpha and alternative strategies to complement core holdings.

WORKING MODEL

This role is part of Parametric’s hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

GENERAL DESCRIPTION

The Associate Portfolio Manager manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers‑creating portfolios using optimization software to implement the firm’s quantitative‑based strategy. The Associate must continually measure performance, manage risk and control costs.

PRIMARY RESPONSIBILITIES

• Construct optimized equity index portfolios for separate accounts
• Rebalance and transition portfolios to maximize tax‑efficiency
• Construct custom benchmark data
• Monitor index changes and corporate actions
• Generate after‑tax return data for portfolios and benchmarks
• Performance attribution
• Respond to client requests for analysis
• Interact across teams including Technology, Research, Marketing, Client Service, Operations
• Participate in process improvement and technology development efforts

JOB REQUIREMENTS

• Bachelor’s (4‑yr) degree with concentration in finance, accounting, engineering or related quantitative focus
• 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years’ experience with the firm will be considered.
• Significant progress toward a CFA, MBA and/or other credential relevant to investment management or finance strongly preferred
• Strong mathematical and analytical skills
• Familiarity with academic financial theory and applications
• Working knowledge of equity risk models and portfolio optimization preferred
• Analytical writing ability

EEO STATEMENT

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). We ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.