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Portfolio Analyst

Parametric Seattle Full-Time
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At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

The Portfolio Analyst is primarily responsible for supporting Parametric and Eaton Vance sales channels through qualitative and quantitative analysis including prospect account transitions. The position requires an ability to build scalability into processes, teamwork and collaboration across multiple departments, and a focus on providing exceptional service through timely and accurate analysis.  This role provides an increased opportunity for career growth within the firm.  The team has a focus on employee development and a growing track record of graduating employees into, Portfolio Management, Strategy and Sales.

Primary Responsibilities

  • Generate tax-efficient transition analyses for prospective clients using Parametric’s optimization software and effectively explain the portfolio optimization process and resulting output
  • Ensure timely and accurate delivery of all requests
  • Build scalability into the team’s key business activities through process engineering and automation
  • Write Python and VBA scripts to automate tasks
  • Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service
  • Prepare ad hoc analysis for prospects and clients, including portfolio risk decompositions, index blend backtests, and other analytical sales proposals
  • Perform detailed review of client deliverables
  • Participate in process improvement and technology development efforts
  • Develop a specialized knowledge of all relevant Parametric products
  • Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment
  • Assume other responsibilities as required

Job Requirements

  • 4-year degree in mathematics or a hard science preferred or an industry related discipline such as economics or finance
  • Some programming experience, Python and VBA preferred
  • Strong math/quantitative skills and analytical writing ability
  • High attention to detail and strong sense of urgency
  • Must possess a high level of initiative and have a demonstrated ability to work in a team environment
  • Working knowledge of statistics and familiarity with the principles of portfolio management and portfolio optimization
  • Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload
  • Intermediate to advanced Excel knowledge
  • Industry experience, secondary degree or concentration in related discipline such as finance or economics is a plus
  • Familiarity with Factset, Bloomberg and other analysis tools is a plus

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.


Recommended skills

Team Working
Attention To Detail
Professional Attitude
Mathematical Optimization
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Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers.

At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our approach is systematic, which means we don’t rely on market views or tactical bets. Instead, we leverage our expertise in implementation and our consultative relationships.

Our core competencies are:
  • Better Beta is an improvement on existing passive options
  • Non-Traditional Alpha is a different take on key portfolio return drivers
  • Efficient Implementation allows you to focus on broader priorities and save time

Fast facts:
  • 85+ client service professionals across 5 offices in the USA and Australia
  • $200B+ assets under management as of 6/30/2017
  • 89 investment professionals across 2 investment centers
  • 12 years average industry experience of our portfolio managers

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