VP, Equity Risk & Portfolio Optimization

Morgan Stanley; Boston (MA); On-site; USD 100,000 - 200,000; Full time

Job summary

Morgan Stanley Investment Management is seeking an experienced investment professional to support the equity portfolio management team, focusing on portfolio construction and risk management. You will provide investment and portfolio risk analysis, use quantitative methods to generate insights, and support portfolio construction decisions.

You will run trade simulations, build tools to source and monitor data, and collaborate across technology, sales, operations, and marketing teams to automate

Qualifications

• 5+ years of investment experience in equity/portfolio management or related fields.
• CFA designation, PhD or other advanced quantitative degree preferred.
• Strong analytical and quantitative skills with the ability to work independently with high accuracy.
• Strong problem-solving skills and ability to develop practical solutions to ambiguous problems.
• Strong coding skills (Python or other languages) and the ability to work with large datasets and implement technical solutions.
• Understanding of equity factor investing, portfolio construction, and risk attribution; experience with risk models and portfolio optimization preferred.

Responsibilities

• Provide investment and portfolio risk analysis to portfolio managers.
• Utilize quantitative research to generate investment insights and support portfolio construction decisions.
• Run and assess trade simulations and create custom portfolio optimizations using Python-based software.
• Build and maintain tools to source, analyze, and monitor data and portfolios, surfacing insights for the investment process.
• Develop, automate, and improve portfolio management workflows and decision frameworks.

Skills

Python coding

Quantitative analysis

Problem solving

Communication

Independent working

Education

CFA designation

PhD or related quantitative degree

Advanced degree in finance/economics/math/engineering

Tools

FactSet

Bloomberg

Job description

Morgan Stanley Investment Management is seeking an experienced investment professional to support the equity portfolio management team, focusing on portfolio construction and risk management. You will provide investment and portfolio risk analysis, use quantitative methods to generate insights, and support portfolio construction decisions.

You will run trade simulations, build tools to source and monitor data, and collaborate across technology, sales, operations, and marketing teams to automate