Morgan Stanley
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Portfolio Manager - Parametric
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Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. About Parametric Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. About The Role The Portfolio Manager is responsible for management of custom client portfolios within Parametric's Overlay Solutions team. Primary Responsibilities Assist with the day-to-day management of the firm's client portfolios. Requires trading across multiple asset classes in a variety of instruments, including futures, swaps, options, FX, equities, and fixed income. Collaborate with internal and external stakeholders in the management of client relationships. This collaboration will require regular contact with clients/consultants and a thorough understanding of their investment objectives to identify solutions to solve client portfolio risks. Assist with research in support of firm's investment strategies. Participate in production of research white papers and similar publications related to investment strategies. Identify areas to improve efficiency and risk control throughout the implementation process, as well as ongoing daily risk mitigation. Stay current on market developments and related literature particularly as it pertains to overlay strategies. Other responsibilities as assigned. Job Requirements Bachelor’s Degree or equivalent work experience is required CFA charter designation is highly preferred 7+ years of fund sponsor staff, consultant, portfolio manager, derivatives sales/trading, or related experience preferred In-depth understanding of listed derivatives, OTC instruments, and ETFs is preferred Strong communication, organizational, and time-management skills Proven ability to multi-task and work effectively and collaboratively in a high paced environment Ability to work independently and in a team environment Proficiency with Microsoft Office applications and Bloomberg Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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Portfolio Manager - Parametric
role at
Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. About Parametric Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. About The Role The Portfolio Manager is responsible for management of custom client portfolios within Parametric's Overlay Solutions team. Primary Responsibilities Assist with the day-to-day management of the firm's client portfolios. Requires trading across multiple asset classes in a variety of instruments, including futures, swaps, options, FX, equities, and fixed income. Collaborate with internal and external stakeholders in the management of client relationships. This collaboration will require regular contact with clients/consultants and a thorough understanding of their investment objectives to identify solutions to solve client portfolio risks. Assist with research in support of firm's investment strategies. Participate in production of research white papers and similar publications related to investment strategies. Identify areas to improve efficiency and risk control throughout the implementation process, as well as ongoing daily risk mitigation. Stay current on market developments and related literature particularly as it pertains to overlay strategies. Other responsibilities as assigned. Job Requirements Bachelor’s Degree or equivalent work experience is required CFA charter designation is highly preferred 7+ years of fund sponsor staff, consultant, portfolio manager, derivatives sales/trading, or related experience preferred In-depth understanding of listed derivatives, OTC instruments, and ETFs is preferred Strong communication, organizational, and time-management skills Proven ability to multi-task and work effectively and collaboratively in a high paced environment Ability to work independently and in a team environment Proficiency with Microsoft Office applications and Bloomberg Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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