Quantitative Equity Portfolio Manager - Hybrid Role

Morgan Stanley; Boston (MA); Hybrid; USD 78,000 - 140,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Morgan Stanley is seeking an Associate Portfolio Manager within Parametric to manage structured equity portfolios with a focus on tax efficiency and index tracking. You will act as an investment engineer, constructing optimized portfolios, monitoring performance, and controlling costs.

Responsibilities include rebalancing portfolios, analyzing corporate actions, and providing after-tax return data while working with Technology, Research, Marketing, Client Service and Operations teams.

Qualifications

• Bachelor’s degree with quantitative focus required.
• 3+ years of professional investment management experience or equivalent.
• Progress towards CFA, MBA or similar credential preferred.

Responsibilities

• Construct optimized equity index portfolios for separate accounts.
• Rebalance and transition portfolios to maximize tax-efficiency.
• Monitor index changes and corporate actions.
• Generate after-tax return data for portfolios and benchmarks.
• Perform performance attribution.
• Respond to client requests for analysis.
• Collaborate with Technology, Research, Marketing, Client Service and Operations.
• Participate in process improvement and technology development.

Skills

Mathematical skills

Analytical writing

Equity risk models

Portfolio optimization

Education

Bachelor’s degree with quantitative focus

Job description

Morgan Stanley is seeking an Associate Portfolio Manager within Parametric to manage structured equity portfolios with a focus on tax efficiency and index tracking. You will act as an investment engineer, constructing optimized portfolios, monitoring performance, and controlling costs.

Responsibilities include rebalancing portfolios, analyzing corporate actions, and providing after-tax return data while working with Technology, Research, Marketing, Client Service and Operations teams.