Investment Analyst - Parametric

Morgan Stanley; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Morgan Stanley in Mumbai is searching for an early career professional to support Parametric's investment strategies. Responsibilities include generating data sets, analyzing client needs, and utilizing proprietary software for portfolio construction.

Candidates should hold a Bachelor's degree, have 3+ years of experience, and exhibit strong analytical skills. A collaborative mindset and attention to detail are essential, with opportunities for professional development such as pursuing a CFA.

Qualifications

• 3+ years of related experience in investment professions.
• Demonstrated ability to learn and apply quantitative investment techniques.
• Strong analytical skills and detail-oriented.

Responsibilities

• Generate data sets for the ongoing management of investment strategies.
• Analyze and assist in creating responses for clients and internal stakeholders.
• Utilize software for constructing equity index portfolios.

Skills

Problem-solving

Analytical writing

Communication

Collaboration

Attention to detail

Education

Bachelor's degree

Tools

Excel

Job description

ABOUT MORGAN STANLEY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT 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 is 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.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Investment Strategy team creates and delivers powerful stories for external and internal clients and turns investment research into real-world portfolios for investors. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. We meet with clients and prospects, present at events, and write papers.

ABOUT THE ROLE

This opportunity for an early career professional includes classroom training covering multiple topics, interactive instruction, supplementary study, and the opportunity to exchange ideas and learn from your peers. After progressing through the three distinct phases of the training, Analysts will have gained foundational knowledge of investments and come with a strong understanding of Parametric's culture.

PRIMARY RESPONSIBILITIES

• Generate data sets and materials that support the ongoing management of Parametric investment strategies
• Provide analysis and assist in creating responses for prospects, clients and internal stakeholders
• Utilize proprietary optimization software to construct hypothetical equity index portfolios that fit the unique goals of prospective clients
• Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service
• Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience
• Develop a specialized knowledge of all relevant Parametric products
• Undertake additional professional development such as pursuit of a graduate degree and/or CFA
• Assume other responsibilities as required

JOB QUALIFICATIONS

SKILL SET

Required Experience: 3+ years

Skill set: Early career professional with interest in investment profession

PRIMARY SKILLS

• Bachelors degree
• 3+ years of related experience
• Demonstrated ability to solve problems using logic, creativity, and enthusiasm
• Willingness and excitement to learn and apply quantitative investment management techniques
• Strong analytical writing ability and demonstrated research capabilities
• High attention to detail and sense of urgency
• Initiative and demonstrated ability to work in an inclusive and collaborative team environment
• Excellent communication and organizational skills and ability to handle a heavy, deadline-oriented workload
• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools

GOOD TO HAVE SKILLS

• CFA or progress towards a CFA, and/or another credential relevant to investment management or finance is a plus
• Familiarity with investment science and modern portfolio theory

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

EEO STATEMENTS

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.