Hybrid Quantitative Equity Portfolio Manager

Morgan-Stanley; Seattle (WA); Hybrid; USD 115,000 - 225,000; Full time

Benefits offered by this job

Medical, Prescription Drug, Dental, &-

Vision

Health Savings Account

Paid time off including 20 vacation/yr

401(k) and disability insurance

Job summary

Morgan Stanley, via Parametric, is seeking a Portfolio Manager to develop and manage quantitative equity portfolios using multi-factor models and optimization techniques.

The role emphasizes tax-efficient rebalancing, performance attribution, and producing client reports, with cross-team collaboration across Technology, Research and Operations. Requires 5+ years in investment management and strong numerical skills.

Qualifications

• Bachelor’s degree required with a quantitative focus.
• CFA and/or MBA strongly preferred.
• 5+ years in investment management or similar, including quantitative equity management.
• Programming skills a plus (VBA, MATLAB).
• Strong mathematical and analytical skills.

Responsibilities

• Construct optimized equity index portfolios for separate accounts.
• Rebalance and transition portfolios to maximize tax-efficiency.
• Construct custom benchmark data and monitor index changes.
• Generate after-tax return data for portfolios and benchmarks.
• Perform performance attribution and reporting for clients.
• Collaborate with Technology, Research, Marketing and Operations.

Skills

Quantitative analysis

Portfolio management

Risk modeling

Financial theory

Analytical writing

Education

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

Tools

MATLAB

VBA

Job description

Morgan Stanley, via Parametric, is seeking a Portfolio Manager to develop and manage quantitative equity portfolios using multi-factor models and optimization techniques.

The role emphasizes tax-efficient rebalancing, performance attribution, and producing client reports, with cross-team collaboration across Technology, Research and Operations. Requires 5+ years in investment management and strong numerical skills.