Morgan Stanley
Associate Portfolio Manager - Parametric
Morgan Stanley, Alpharetta, Georgia, United States, 30239
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
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.
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.
General Description
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. Primary Responsibilities
Construct optimized equity index portfolios for separate accounts Rebalance and transition portfolios to maximize tax-efficiency Construct custom benchmark data Monitor index changes and corporate actions Generate after-tax return data for both portfolios and benchmarks Performance attribution Respond to client requests for analysis Interact across teams including Technology, Research, Marketing, Client Service, Operations Participate in process improvement and technology development efforts. Job Requirements
Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred Strong mathematical and analytical skills Familiarity with academic financial theory and applications Working knowledge of equity risk models and portfolio optimization preferred Analytical writing ability What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. Primary Responsibilities
Construct optimized equity index portfolios for separate accounts Rebalance and transition portfolios to maximize tax-efficiency Construct custom benchmark data Monitor index changes and corporate actions Generate after-tax return data for both portfolios and benchmarks Performance attribution Respond to client requests for analysis Interact across teams including Technology, Research, Marketing, Client Service, Operations Participate in process improvement and technology development efforts. Job Requirements
Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred Strong mathematical and analytical skills Familiarity with academic financial theory and applications Working knowledge of equity risk models and portfolio optimization preferred Analytical writing ability What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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