Logo of Huzzle

Home

Matches

Explore

Manage

Associate Portfolio Manager

image

Morgan Stanley

29d ago

  • Job
    Full-time
    Mid Level
  • Data
    Banking & Finance
  • Alpharetta

AI generated summary

  • You need a bachelor’s in finance or a related field, 4+ years in investment management, CFA/MBA progress, strong analytical skills, and familiarity with equity risk models.
  • You will construct and optimize equity index portfolios, manage tax efficiency, monitor index changes, generate return data, analyze performance, and collaborate across teams for improvements.

Requirements

  • * Bachelor's (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

Responsibilities

  • Construct optimized equity index portfolios for separate accounts
  • Rebalance and transition portfolios to maximize tax-efficiency
  • Construct custom benchmark data
  • Monitor index changes and corporate actions
  • Generate after-tax 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.

FAQs

What is the job title for this position?

The job title is Associate Portfolio Manager.

What company is this position with?

This position is with Morgan Stanley, specifically within the Parametric division.

What are the primary responsibilities of the Associate Portfolio Manager?

The primary responsibilities include constructing optimized equity index portfolios, rebalancing and transitioning portfolios for tax efficiency, monitoring index changes, generating after-tax return data, and participating in process improvement and technology development efforts.

What educational background is required for this role?

A Bachelor's degree with a concentration in finance, accounting, engineering, or a related quantitative focus is required.

How many years of professional experience are preferred for this position?

A preferred minimum of 4 years of professional experience in investment management or a similar field is required.

Are there any preferred qualifications for this role?

Yes, significant progress towards a CFA, MBA, or another relevant credential in investment management or finance is strongly preferred.

What skills are beneficial for the Associate Portfolio Manager?

Strong mathematical and analytical skills, familiarity with academic financial theory, working knowledge of equity risk models and portfolio optimization, and analytical writing ability are beneficial.

What is the salary range for the Associate Portfolio Manager position?

The salary range for this position is $70,000 - $150,000 per year.

What types of benefits does Morgan Stanley offer?

Morgan Stanley offers a full spectrum of benefits including medical, dental, vision, life insurance, paid time off, a 401(k) plan, and various other perks.

Is there any commitment to diversity and inclusion at Morgan Stanley?

Yes, Morgan Stanley is committed to diversity and inclusion as a core part of its culture and values.

Does the role involve client interaction?

Yes, the Associate Portfolio Manager will respond to client requests for analysis and interact across various teams including Client Service.

Can employees work fully remote?

No, this role follows a hybrid working model which includes working in the office 3 days a week.

image

Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.