Associate Portfolio Manager (PCD)
- Employer
- Parametric Portfolio
- Location
- Seattle, Washington State
- Salary
- $DOE
- Closing date
- Feb 23, 2019
View more
- Job Function
- Economics, Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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
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