Portfolio Manager - Parametric
Morgan StanleyMinneapolis, MN, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionBachelor's Degree or equivalent work experience is required CFA charter designation is highly preferred 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
Portfolio Manager
The Portfolio Manager is responsible for management of custom client portfolios within Parametric's Overlay Solutions team. Primary responsibilities include :
- 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.
Job Requirements :
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. 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.
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Portfolio Manager • Minneapolis, MN, US