Associate Portfolio Manager (PCD)

Employer
Parametric Portfolio
Location
Seattle, Washington State
Salary
$DOE
Posted
Jan 24, 2019
Closes
Feb 23, 2019
Job Function
Economics, Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

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, Operations
  • Participate in process improvement and technology development efforts

Job 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