ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
ABOUT THE ROLE
The Portfolio Manager-Trader will assist with the management and implementation of Parametric's client portfolios and day-to-day trading, including overlay strategies and physical equity portfolios across Asia-Pacific markets.
This role serves as a second director of the Parametric Singapore legal entity and must be a registered representative.
PRIMARY RESPONSIBILITIES
- Engage in the day-to-day management and implementation of Parametric’s client portfolios across multiple asset classes, including futures, swaps, options, FX, equities, and fixed income.
- Maintain day-to-day relationships with a wide range of external brokers.
- Execute trades across all asset classes
- Construct optimized portfolios for separately managed accounts, construct custom benchmark data, monitor index changes and corporate actions.
- Generate client reports and respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Customer Services, and Operations
- Engage in process improvement and technology development efforts and other special projects across the global business
- Conduct in-depth market and instrument analysis to support investment decisions.
- Contribute to the production of research white papers, market insights, and other thought leadership relevant to overlay and implementation strategies in Asia.
- Identify and implement improvements in efficiency, control, and process automation within the investment workflow.
- Maintain high standards of operational risk management, including trade approvals, error monitoring, and documentation.
- Stay current on macroeconomic developments, regulatory changes, and investment trends across the Asia-Pacific region.
- Participate in internal and external meetings, with periodic travel required within the region
JOB REQUIREMENTS
- Bachelor’s degree or equivalent required; MSFA or CFA charter designation highly preferred
- Individuals performing key functions in a fund management company, such as portfolio construction and allocation, research and advisory, business development and marketing or client servicing are required to be represented (licensed) (expectation that continued employment is contingent upon passing licensing exam)
- Between the two founding front-office hires, employees must have a total of: 5 years fund management and 5 years dealing experience. Expect one person to hold fund license and one person to hold dealing license.
- 5+ years of relevant experience in asset management, consulting, trading, or portfolio management, preferably all with exposure to Asian markets.
- Perform daily work with a focus on risk management in a highly-collaborative team environment.
- Thorough understanding of market structures and settlement requirements, with a strong commitment to continue to expand personal knowledge of the financial markets.
- Strong understanding of listed derivatives, OTC instruments, ETFs, and equity portfolio implementation.
- Familiarity with Asia-Pacific market structures, trading practices, and regulatory environments.
- Exceptional communication, organizational, and time-management skills.
- Ability to operate independently and collaboratively in a dynamic, fast-paced environment.
- Proficiency with Bloomberg, Newport, FX Connect and other trading and portfolio management tools.
- Fluency in English required; proficiency in additional languages are a plus.
- Ability to code VBA, SQL and Python a plus
- Residence in Singapore is required for this position
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
