Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. The Investment Analyst will support daily portfolio management while developing foundational investment skills and a deep understanding of Parametric's investment solutions.
Responsibilities
- Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions
- 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
- Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship
- Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team
- Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients
- Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience
- Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge
- Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service
- Undertake additional professional development such as the CFA program
- Assume other responsibilities as required
Skills
- Bachelor's Degree in finance, accounting, or a related field
- Strong interest building a career in Investment Management, working with institutional investment portfolios
- Demonstrated ability to solve problems using logic, creativity, and enthusiasm
- Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
- Must be a self-starter with excellent quantitative and communication skills
- High attention to detail and time management
- Initiative and demonstrated ability to work in an inclusive and collaborative team environment
- Investment management or related industry experience a plus
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
Company Overview
Morgan Stanley is a financial services company that offers securities, asset management, and credit services. It was founded in 1935, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.morganstanley.com.