Portfolio Manager - Parametric

Morgan Stanley • Minneapolis, MN

18d • $115,000 - $225,000 • Hybrid

About The Position

The Portfolio Manager is responsible for management of custom client portfolios within Parametric's Overlay Solutions team.

Requirements

• Bachelor’s Degree or equivalent work experience is required
• 7+ 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

Nice To Haves

• CFA charter designation is highly preferred

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.

Benefits

• Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees