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Associate Portfolio Manager - Parametric

TalentAlly

Boston (MA)

Hybrid

USD 80,000 - 110,000

Full time

30+ days ago

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Job summary

A leading financial services firm is seeking an Associate Portfolio Manager to manage structured equity portfolios. The role involves optimizing portfolios for tax efficiency, collaborating with various teams, and utilizing strong analytical skills. This position offers a hybrid work model, balancing in-office and remote work.

Benefits

Health Plans
401(k)
Paid Time Off

Qualifications

  • 3+ years of experience in investment management or equivalent education.
  • Progress towards CFA, MBA, or similar credentials preferred.

Responsibilities

  • Construct optimized equity index portfolios for separate accounts.
  • Rebalance and transition portfolios for tax efficiency.
  • Collaborate with teams across Technology, Research, Marketing, Client Service, and Operations.

Skills

Mathematical Skills
Analytical Skills
Analytical Writing

Education

Bachelor's Degree in Finance
CFA
MBA

Job description

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About Morgan Stanley

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

About Parametric

Part of Morgan Stanley Investment Management, Parametric specializes in building portfolios focused on clients' needs, offering systematic alpha and alternative strategies. This role involves a hybrid work model: 3 days in-office, with options for remote work on other days.

Role Overview

The Associate Portfolio Manager manages structured equity portfolios, maximizing tax efficiency while tracking an index. Responsibilities include creating portfolios using optimization software, measuring performance, managing risk, and controlling costs.

Primary Responsibilities
  1. Construct optimized equity index portfolios for separate accounts.
  2. Rebalance and transition portfolios for tax efficiency.
  3. Construct custom benchmark data.
  4. Monitor index changes and corporate actions.
  5. Generate after-tax return data for portfolios and benchmarks.
  6. Perform performance attribution.
  7. Respond to client analysis requests.
  8. Collaborate with teams across Technology, Research, Marketing, Client Service, and Operations.
  9. Participate in process and technology improvements.
Job Requirements
  • Bachelor's degree in finance, accounting, engineering, or related quantitative field.
  • 3+ years of experience in investment management or related, or equivalent education/certification. Internal candidates with 2.5+ years at Morgan Stanley will be considered.
  • Progress towards CFA, MBA, or similar credentials preferred.
  • Strong mathematical and analytical skills.
  • Familiarity with financial theory and applications.
  • Knowledge of equity risk models and portfolio optimization preferred.
  • Analytical writing skills.
Additional Information

We offer competitive benefits, including health plans, 401(k), paid time off, and more. Morgan Stanley is committed to diversity and equal employment opportunity.

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