Tax-Efficient Equity Portfolio Manager – Hybrid

Morgan-Stanley; Seattle (WA); Hybrid; USD 70,000 - 140,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Morgan Stanley, based in Seattle, seeks an Associate Portfolio Manager to craft tax-efficient equity portfolios for separately managed accounts. You will rebalance, analyze benchmarks, and monitor events to optimize after-tax outcomes while aligning with client objectives.

You will apply quantitative research and portfolio analytics, collaborating with technology, research, and trading teams to improve efficiency and insight. A CFA/MBA path is preferred as you advance.

Qualifications

• Bachelor's degree required in a quantitative field.
• 3+ years of experience in investment management or portfolio management.
• Progress toward CFA designation, MBA, or similar credential preferred.
• Strong quantitative, analytical and problem-solving skills.

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.

Skills

Quantitative analysis

Portfolio management

Risk management

Investment research

Client reporting

Education

Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, Computer Science, or related quantitative field

Tools

Portfolio analytics tools

Job description

Morgan Stanley, based in Seattle, seeks an Associate Portfolio Manager to craft tax-efficient equity portfolios for separately managed accounts. You will rebalance, analyze benchmarks, and monitor events to optimize after-tax outcomes while aligning with client objectives.

You will apply quantitative research and portfolio analytics, collaborating with technology, research, and trading teams to improve efficiency and insight. A CFA/MBA path is preferred as you advance.