Client Reporting & Analytics Analyst (Hybrid)

Morgan Stanley; Seattle (WA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Parametric, part of Morgan Stanley Investment Management, seeks an Analyst, Client Reporting to deliver timely client reports and analyses for institutional and wealth management clients. You’ll collaborate with multiple departments to ensure accuracy and quality of output.

Responsibilities include designing reports in Factset, Excel, and Word, reviewing deliverables, and supporting new product reporting. Strong math/analytic writing skills and Excel proficiency are essential.

Qualifications

• 4-year degree, preferably in related discipline such as economics or finance.
• 2-4 years of industry experience.
• Strong math/quantitative skills and analytical writing ability.
• Proficient in Excel including using V-Lookup and PivotTables.
• Ability to excel independently and in ambiguous situations.
• Ability to maintain productivity and strong work ethic under minimal supervision.
• Working knowledge of statistics and familiarity with the principles of portfolio management.
• Excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Ability to manage and coordinate simultaneous multiple-level projects and tasks with internal departments.
• High attention to detail and strong sense of urgency.
• High initiative.
• Familiarity with Factset, Bloomberg and other analysis tools is a plus.
• Proficiency in macro and code writing is a plus.
• Completion of CFA I or higher a plus.

Responsibilities

• Prepare quarterly, monthly and ad hoc analysis and client reporting for institutional and/or wealth management clients.
• Perform detailed review of client deliverables.
• Design, prepare and review custom institutional client reports utilizing Factset, Excel, and Word.
• Assist with designing tactical reporting solutions for new products.
• Manage the timely and accurate delivery of all requests.
• Investigate portfolio specific inquiries.
• Develop knowledge of Parametric products and strategies.
• Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service.
• Develop working knowledge of Morgan Stanley's structure and policies.
• Assume other responsibilities as required.

Skills

Math/quantitative

Analytical writing

Independent work

Attention to detail

Communication & organization

CFA awareness

Education

Bachelor's degree in economics or finance

CFA level I or higher (plus)

Tools

Excel

V-Lookup

PivotTables

Factset

Bloomberg

Word

Job description

Parametric, part of Morgan Stanley Investment Management, seeks an Analyst, Client Reporting to deliver timely client reports and analyses for institutional and wealth management clients. You’ll collaborate with multiple departments to ensure accuracy and quality of output.

Responsibilities include designing reports in Factset, Excel, and Word, reviewing deliverables, and supporting new product reporting. Strong math/analytic writing skills and Excel proficiency are essential.