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. For further information about Morgan Stanley, please visit www.morganstanley.com.
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. We also offer systematic alpha and alternative strategies to complement clients’ core holdings.
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. Often involves in‑depth analysis to understand relative pricing across various markets.
Assist with research in support of the firm’s investment strategies.
Participate in the 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 (e.g., maintaining up‑to‑date procedures, self‑reporting errors and following all trade approval checks).
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.
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. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Benefits Salary range for the position: $115,000–$225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan. Morgan Stanley offers a full spectrum of benefits, including medical, prescription drug, dental, vision, health savings account, dependent day‑care savings account, life insurance, disability and other insurance plans, paid time off (including sick leave consistent with state and local law, parental leave and 20 vacation days annually), 10 paid holidays, 401(k), short/long‑term disability, and other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Equal Employment Opportunity 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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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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. We also offer systematic alpha and alternative strategies to complement clients’ core holdings.
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. Often involves in‑depth analysis to understand relative pricing across various markets.
Assist with research in support of the firm’s investment strategies.
Participate in the 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 (e.g., maintaining up‑to‑date procedures, self‑reporting errors and following all trade approval checks).
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.
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. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Benefits Salary range for the position: $115,000–$225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan. Morgan Stanley offers a full spectrum of benefits, including medical, prescription drug, dental, vision, health savings account, dependent day‑care savings account, life insurance, disability and other insurance plans, paid time off (including sick leave consistent with state and local law, parental leave and 20 vacation days annually), 10 paid holidays, 401(k), short/long‑term disability, and other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Equal Employment Opportunity 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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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