Associate Portfolio Manager
- Employer
- Parametric Portfolio Associates
- Location
- Seattle, Washington State
- Salary
- Competitive pay + benefits
- Closing date
- Apr 1, 2021
View more
- Job Function
- Accounting/Audit/Tax, Hedge Funds, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Multi-Asset
- Industry Sector
- Private Wealth Management Firm , Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
General Description
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment "engineers" — creating portfolios using optimization software to implement firm’s quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
Primary 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, and Operations
- Participate in process improvement and technology development efforts.
Job Requirements
- Bachelor’s degree with a 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
Company
Parametric is an industry-leading provider of structured portfolio management, headquartered in Seattle, Washington. Parametric and its affiliate, Parametric Risk Advisors, offer a variety of structured portfolio solutions, including customized core equity portfolios (U.S., Non-U.S., global), options strategies, emerging markets, and overlay portfolio management.
- Location
-
1918 8th Ave STE 3100
Seattle
WA
98101
US
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert