Hybrid Quantitative Equity Portfolio Manager

Morgan Stanley; Washington (District of Columbia); Hybrid; USD 115,000 - 225,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k)

Paid time off

Job summary

Parametric, a part of Morgan Stanley Investment Management, is seeking a Portfolio Manager with expertise in quantitative equity portfolio construction. You will work within Parametric’s framework to optimize index portfolios, manage factor models, and coordinate across teams to deliver client-focused solutions.

The role combines strong analytical skills, programming familiarity, and deep knowledge of equity risk models, with Hybrid in-office and remote work expectations.

Qualifications

• Bachelor’s degree in finance, accounting, engineering or related quantitative focus.
• CFA and/or MBA strongly preferred.
• 5+ years in investment management or similar with at least 2 years in quantitative equity management.
• Programming skills a plus (VBA, Matlab).

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 requests for analysis.
• Collaborate with Technology, Research, Marketing, Customer Service and Operations.
• Participate in process improvement and technology development.

Skills

Strong mathematical and analytical

Analytical writing

Programming skills (VBA, Matlab)

Education

Bachelor’s degree

CFA or MBA

Tools

VBA

MATLAB

Job description

Parametric, a part of Morgan Stanley Investment Management, is seeking a Portfolio Manager with expertise in quantitative equity portfolio construction. You will work within Parametric’s framework to optimize index portfolios, manage factor models, and coordinate across teams to deliver client-focused solutions.

The role combines strong analytical skills, programming familiarity, and deep knowledge of equity risk models, with Hybrid in-office and remote work expectations.