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Morgan Stanley · 3 months ago

Associate Portfolio Manager - Parametric

Minneapolis, MN

Full-time

Hybrid

Mid Level

$78K/yr - $140K/yr

3+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. The Associate Portfolio Manager at Parametric will manage structured equity portfolios, focusing on maximizing tax efficiency and tracking indexes while interacting with various teams to improve processes and technology.

Asset ManagementFinanceFinancial ServicesLending

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

Qualification

Investment managementPortfolio optimizationCFA progressMathematical skillsAnalytical writingFinancial theory familiarityEquity risk models

Required

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. Internal candidates with 2.5+ years' experience with the firm will be considered

Strong mathematical and analytical skills

Familiarity with academic financial theory and applications

Analytical writing ability