Morgan Stanley
Position
Portfolio Manager - Parametric
Company
Morgan Stanley
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 matters most to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, address implementation challenges, and design multi‑asset portfolios that respond to evolving needs.
We also offer systematic alpha and alternative strategies to complement clients’ core holdings.
This role is part of Parametric’s hybrid working model, which includes working in the office three days a week and choosing to work remotely or in the office on the remaining days.
About the Role
The Portfolio Manager is responsible for managing custom client portfolios within Parametric’s Overlay Solutions team.
Primary Responsibilities
Assist with 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 managing client relationships.
This requires regular contact with clients/consultants and a thorough understanding of their investment objectives to identify solutions that address 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. Seven or more years of experience as a fund sponsor staff member, consultant, portfolio manager, derivatives sales/trading professional, or in a related role. 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 as part of a team. Proficiency with Microsoft Office applications and Bloomberg.
Benefits
Full‑spectrum 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 in accordance with state and local law, parental leave, and 20 vacation days annually); 10 paid holidays; 401(k); short‑ and long‑term disability; and other special perks reserved for employees.
For more information on benefit offerings, visit mybenefits.morganstanley.com.
Salary Range
$115,000 – $225,000 per year, with potential eligibility for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.
Equal Opportunity Employer
Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
We ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, 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
Company
Morgan Stanley
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 matters most to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, address implementation challenges, and design multi‑asset portfolios that respond to evolving needs.
We also offer systematic alpha and alternative strategies to complement clients’ core holdings.
This role is part of Parametric’s hybrid working model, which includes working in the office three days a week and choosing to work remotely or in the office on the remaining days.
About the Role
The Portfolio Manager is responsible for managing custom client portfolios within Parametric’s Overlay Solutions team.
Primary Responsibilities
Assist with 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 managing client relationships.
This requires regular contact with clients/consultants and a thorough understanding of their investment objectives to identify solutions that address 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. Seven or more years of experience as a fund sponsor staff member, consultant, portfolio manager, derivatives sales/trading professional, or in a related role. 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 as part of a team. Proficiency with Microsoft Office applications and Bloomberg.
Benefits
Full‑spectrum 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 in accordance with state and local law, parental leave, and 20 vacation days annually); 10 paid holidays; 401(k); short‑ and long‑term disability; and other special perks reserved for employees.
For more information on benefit offerings, visit mybenefits.morganstanley.com.
Salary Range
$115,000 – $225,000 per year, with potential eligibility for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.
Equal Opportunity Employer
Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
We ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, 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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