Tax-Efficient Equity Portfolio Architect

PowerToFly; Seattle (WA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

The Associate Portfolio Manager role at Parametric, part of Morgan Stanley Investment Management, focuses on managing customized equity portfolios to maximize tax efficiency while tracking client-specific benchmarks. You will leverage quantitative research, portfolio optimization, and sophisticated trading strategies to construct, monitor, and rebalance portfolios in line with client objectives.

This hybrid role combines in-office collaboration three days a week with the option to work remotely

Qualifications

• Bachelor's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related quantitative field.
• 3+ years of experience in investment management, portfolio management, quantitative analysis, trading, or a related financial services environment; or an equivalent combination of education, experience, and professional certifications.
• Significant progress toward the CFA designation, MBA, or other relevant investment management or finance credential strongly preferred.
• Strong quantitative, analytical, and problem-solving skills with exceptional attention to detail.
• Understanding of investment theory, portfolio construction, and financial markets.
• Familiarity with equity risk models, portfolio optimization techniques, and quantitative investment strategies preferred.
• Proficiency in analyzing large datasets and translating findings into actionable insights.

Responsibilities

• Construct and manage tax-efficient equity index portfolios for separately managed accounts.
• Rebalance and transition portfolios to optimize after-tax outcomes while maintaining benchmark alignment.
• Develop and maintain custom benchmark and portfolio analytics.
• Monitor index events, corporate actions, and market developments impacting portfolio performance.
• Analyze portfolio and benchmark returns, including after-tax performance measurement and attribution.
• Evaluate portfolio risk exposures and support ongoing risk management efforts.
• Respond to client and internal requests for portfolio analysis, reporting, and investment insights.
• Collaborate with cross-functional teams, including Technology, Research, Client Service, Operations, Marketing, and Trading, to support business objectives and enhance the client experience.
• Contribute to process enhancements, automation initiatives, and technology-driven solutions that improve portfolio management efficiency and scalability.

Skills

Quantitative analysis

Portfolio construction

Financial markets

Data analysis

Problem solving

Education

Bachelor's degree in Finance, Economics, Engineering, Mathematics, or Computer Science

Tools

Portfolio optimization tools

Job description

The Associate Portfolio Manager role at Parametric, part of Morgan Stanley Investment Management, focuses on managing customized equity portfolios to maximize tax efficiency while tracking client-specific benchmarks. You will leverage quantitative research, portfolio optimization, and sophisticated trading strategies to construct, monitor, and rebalance portfolios in line with client objectives.

This hybrid role combines in-office collaboration three days a week with the option to work remotely