CURRENT LISTINGS

JOB TITLE: Assistant Portfolio Manager
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 Assistant Portfolio Manager must continually measure performance, manage risk and control costs within the accounts being managed.

• 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
• Generate client reports, respond to client requests for analysis
• Interact across teams including Technology, Research, Marketing, Customer Service, Operations
• Participate in process improvement and technology development efforts

• Strong mathematical and analytical skills
• Familiarity with academic financial theory and applications
• Working knowledge of equity risk models and portfolio optimizer
• Analytical writing ability
• Bachelor’s (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
• CFA and/or MBA preferred
• Preferred 4+ years professional experience in investment management or similar.

JOB TITLE: Portfolio Accountant
Description: Parametric seeks an energetic individual to join their Operations department. This position involves reconciling client portfolios against custodial statements. The Portfolio Accountant will resolve variances in security positions, communicate portfolio activity, and validate portfolio tax cost and attribution.

• General Knowledge of Accounting and Taxes
• Basic Accounting Knowledge
• Strong understanding of MS Office
• Interest in the Financial Industry
• High Attention to Detail
• Excellent Communication Skills
• Experience with Bloomberg, Advent Software, and/or Checkfree APL
• Knowledge of Fixed Income securities and trading

JOB TITLE: Operations Associate
Description: The Operations Associate is responsible for reconciling portfolios, trade postings, performance calculations and reporting and other duties as assigned

• Reconciling client portfolios against custody statements
• Resolving variances in a timely manner
• Assisting in the automation of the reconciliation process
• Trade Posting
• DTC Processing
• Trade Settlement
• Security Maintenance
• Performance calculations and reporting
• Corporate Actions
• Proxy Voting
• New Accounts
• Custodian Interface
• Broker Interface
• Upkeep of written procedures
• Record Keeping/Maintenance of Client’s records and files
• Client Interaction/Client Servicing
• Internal and External Reporting

• Bachelor’s (4yr) degree w/ concentration in finance or accounting
• Competent in Microsoft Office programs
• Familiarity with Advent or other accounting software a plus