Quantitative Equity Portfolio Manager - Hybrid

183 Parametric Portfolio Associates LLC; Alpharetta (GA); Hybride; USD 78 000 - 140 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental & Vision

401(k) plan

Paid time off

Résumé du poste

Morgan Stanley's Parametric group in Alpharetta, GA is seeking an Associate Portfolio Manager to manage structured equity portfolios, optimize tax efficiency, and monitor risk using quantitative methods.

The role requires a finance/quantitative degree, 3+ years of experience, CFA or MBA preferred, and collaboration across Technology, Research, Marketing and Client Service. This position follows a hybrid work model with 3 in-office days per week.

Qualifications

• Bachelor's degree with finance, accounting, engineering or quantitative focus.
• 3+ years in investment management; CFA/MBA preferred.
• Strong mathematical and analytical skills.
• Knowledge of equity risk models and portfolio optimization.
• Analytical writing ability.

Responsabilités

• 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 both 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.

Connaissances

Mathematical skills

Analytical skills

Portfolio optimization

Equity risk models

Analytical writing

Formation

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

CFA or MBA progress

Description du poste

Morgan Stanley's Parametric group in Alpharetta, GA is seeking an Associate Portfolio Manager to manage structured equity portfolios, optimize tax efficiency, and monitor risk using quantitative methods.

The role requires a finance/quantitative degree, 3+ years of experience, CFA or MBA preferred, and collaboration across Technology, Research, Marketing and Client Service. This position follows a hybrid work model with 3 in-office days per week.