Associate Portfolio Manager - Parametric

Morgan Stanley

Base: $78,000 - 140,000pyr; bonus/equity: eligible...
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Construct optimized equity index portfolios
Rebalance and transition portfolios for tax efficiency
Monitor index changes and corporate actions
** Morgan Stanley is seeking an Associate Portfolio Manager for its Parametric division to manage structured equity portfolios with a focus on tax efficiency and performance measurement. The role requires a strong analytical background and experience in investment management, along with a collaborative approach to working across teams. **

Job Summary

  • The role involves acting as an investment engineer to create portfolios using optimization software that implement the firm's quantitative-based strategy.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, life insurance, and up to 20 vacation days annually.
  • This position is part of a hybrid working model requiring office presence three days a week with flexibility for remote work on other days.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking an Associate Portfolio Manager for its Parametric division to manage structured equity portfolios with a focus on tax efficiency and performance measurement. The role requires a strong analytical background and experience in investment management, along with a collaborative approach to working across teams. **

Salary

Base: $78,000 - 140,000/Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), and Paid Time Off

Skills & Requirements

Must-have

  • Construct optimized equity index portfolios
  • Rebalance and transition portfolios for tax efficiency
  • Monitor index changes and corporate actions
  • Generate after-tax return data
  • Strong mathematical and analytical skills

Nice-to-have

  • Significant progress towards CFA or MBA credential
  • Working knowledge of equity risk models
  • Experience with portfolio optimization software
  • Analytical writing ability
  • Participation in process improvement efforts

Key Requirements

  • Bachelor's degree in finance, accounting, engineering, or quantitative focus
  • 3+ years of professional experience in investment management
  • Internal candidates require 2.5+ years' experience with the firm
  • Strong mathematical and analytical skills
  • Familiarity with academic financial theory and applications

Work Rights

Not specified

Tailored Resume

Cover Letter