The Portfolio Manager is responsible for management of custom client portfolios within Parametric's Overlay Solutions team.
Primary Responsibilities :
Assist with the day-to-day management of the firm's client portfolios. Requires trading across multiple asset classes in a variety of instruments, including futures, swaps, options, FX, equities, and fixed income.
Collaborate with internal and external stakeholders in the management of client relationships. This collaboration will require regular contact with clients / consultants and a thorough understanding of their investment objectives to identify solutions to solve client portfolio risks. Often involves in-depth analysis to understand relative pricing across various markets.
Assist with research in support of firm's investment strategies.
Participate in production of research white papers and similar publications related to investment strategies.
Identify areas to improve efficiency and risk control throughout the implementation process, as well as ongoing daily risk mitigation (e.g., maintaining up to date procedures, self-reporting errors and following all trade approval checks).
Stay current on market developments and related literature particularly as it pertains to overlay strategies.
Other responsibilities as assigned.
Job Requirements :
Bachelor's Degree or equivalent work experience is required
CFA charter designation is highly preferred
7+ years of fund sponsor staff, consultant, portfolio manager, derivatives sales / trading, or related experience preferred
In-depth understanding of listed derivatives, OTC instruments, and ETFs is preferred
Strong communication, organizational, and time-management skills
Proven ability to multi-task and work effectively and collaboratively in a high paced environment
Ability to work independently and in a team environment
Proficiency with Microsoft Office applications and Bloomberg
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Portfolio Manager • Minneapolis, MN, US
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