Investment Analyst - 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’s 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.

General Description

The Investment Analyst is an integral part of the Overlay Services and Liability-Driven Investing (LDI) portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric’s investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm’s future success.

Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one’s voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.

Primary Responsibilities

• Undertake additional professional development such as the CFA program.
• Responsible for the creation and accuracy of customized client performance summaries and assists in external performance reviews with clients.
• Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
• Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
• Assume other responsibilities as required.
• Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
• Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
• Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
• Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Services and LDI.
• Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.

Job Requirements

• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
• Must be a self-starter with excellent quantitative and communication skills
• Demonstrated ability to solve problems using logic, creativity, and enthusiasm
• Investment management or related industry experience a plus
• High attention to detail and time management
• Bachelor’s Degree
• Initiative and demonstrated ability to work in an inclusive and collaborative team environment
• Strong interest building a career in Investment Management, working with institutional investment portfolios

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posting Date

Jul 5, 2023

Primary Location

Americas-United States of America-Minnesota-Minneapolis

Education Level

Bachelor's Degree

Job

Asset/Investment Management

Employment Type

Full Time

Job Level

Analyst