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Associate Portfolio Manager – Parametric
| Company | Morgan Stanley |
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| Location | Boston, MA, USA |
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| Salary | $70000 – $150000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s 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
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.
Preferred Qualifications
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Working knowledge of equity risk models and portfolio optimization preferred
