Hybrid Quantitative Equity Portfolio Manager

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

Job summary

Morgan Stanley, via Parametric, seeks a Portfolio Manager specializing in quantitative equity portfolio construction. This role builds optimized index portfolios for separate accounts, rebalances to maximize tax efficiency, and develops custom benchmark data.

You will monitor index changes and corporate actions, perform after‑tax return analysis and attribution, generate client reports, and coordinate with Technology, Research, Marketing, and Operations.

Qualifications

• Bachelor’s degree with finance/quant focus required.
• CFA and/or MBA strongly preferred.
• 5+ years of professional experience in investment management, including at least two years in quantitative equity management.
• Programming skills, including VBA and Matlab, are a plus.
• Strong mathematical and analytical skills are essential.
• Familiarity with equity risk models and portfolio optimization.
• Analytical writing ability is required.

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.
• Generate client reports and respond to analysis requests.
• Interact across teams including Technology, Research, Marketing, Customer Service, Operations.
• Participate in process improvement and technology development efforts.

Skills

Quantitative finance

Equity risk models

Portfolio optimization

Factor modeling

Analytical writing

Education

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

CFA

MBA

Tools

VBA

Matlab

Job description

Morgan Stanley, via Parametric, seeks a Portfolio Manager specializing in quantitative equity portfolio construction. This role builds optimized index portfolios for separate accounts, rebalances to maximize tax efficiency, and develops custom benchmark data.

You will monitor index changes and corporate actions, perform after‑tax return analysis and attribution, generate client reports, and coordinate with Technology, Research, Marketing, and Operations.