Associate Portfolio Manager
- Employer
- Parametric Portfolio Associates
- Location
- Seattle, Washington State
- Salary
- Competitive pay + benefits
- Posted
- Apr 01, 2021
- Closes
- May 01, 2021
- Job Function
- Accounting/Audit/Tax, Hedge Funds, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Multi-Asset
- Industry Sector
- Finance - General, Private Wealth Management Firm
- 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, 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
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