Investment Analyst -Parametric

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