- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize taxefficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate aftertax 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.
- Bachelors (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- Preferred 4 years professional experience in investment management or similar
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability
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Associate Portfolio Manager - Boston, United States - Eaton Vance
Description
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
With offices in more than 41 countries, the Firms employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visitABOUT 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 whats important to them and their clients.
A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.
We also offer systematic alpha and alternative strategies to complement clients core holdings.
This role is part of Parametrics hybrid working model, which includes working in the office 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firms quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
JOB REQUIREMENTS
It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).PDN-9bf19d7f-9ad4-49c d2674e3d0
