Associate Portfolio Manager - Parametric
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 Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
About 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 what’s 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 Parametric's 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.
Job Responsibilities
Posting Date
Jan 23, 2024
Primary Location
Americas-United States of America-Minnesota-Minneapolis
Education Level
Bachelor's Degree
Job
Asset/Investment Management
Employment Type
Full Time
Job Level
Associate
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 Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
About 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 what’s 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 Parametric's 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.
Job 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. 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.
- Bachelor's degree or equivalent work experience
- CFA charter designation highly preferred
- 4+ years of fund sponsor staff, consultant, portfolio manager, derivatives sales/trading, or related experience preferred
- In-depth understanding of listed derivatives, OTC instruments, and ETFs is preferred
- Strong communication, organizational, and time-management skills
- Proven ability to multi-task and work effectively and collaboratively in a high paced environment
- Ability to work independently and in a team environment
- Proficiency with Microsoft Office applications and Bloomberg
Posting Date
Jan 23, 2024
Primary Location
Americas-United States of America-Minnesota-Minneapolis
Education Level
Bachelor's Degree
Job
Asset/Investment Management
Employment Type
Full Time
Job Level
Associate
-
Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Business Development, Finance, and Consulting -
Industries
Financial Services, Investment Banking, and Investment Management
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