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Morgan Stanley · 1 day ago

Portfolio Manager - Parametric

Minneapolis, MN

Full-time

Hybrid

Senior Level

$115K/yr - $225K/yr

7+ 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 Portfolio Manager is responsible for management of custom client portfolios within Parametric's Overlay Solutions team, requiring collaboration with stakeholders and trading across multiple asset classes.

Asset ManagementFinanceFinancial ServicesLending

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 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 (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

Qualification

CFA charter designationListed derivativesOTC instrumentsETFsMicrosoft OfficeBloombergMulti-taskingCommunication skillsOrganizational skillsTime-management skillsTeamworkIndependent work