Client Reporting & Data Analytics Intern

Morgan Stanley; Seattle (WA); Hybrid; USD 39,000 - 41,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Parametric, part of Morgan Stanley Investment Management, seeks a Client Reporting Intern in Seattle for a 10-week summer program. The role supports the Client Reporting Team with reporting deliverables, quantitative analyses, and cross-functional collaboration to serve institutional and wealth management clients.

The internship offers hands-on experience, exposure to multiple business areas, and professional development in communication, collaboration, and client service.

Qualifications

• Pursuing a Bachelor's degree in Finance, Economics, or a related discipline.
• Strong math/quantitative skills and experience with large data sets.
• Intermediate Excel skills, including V-Lookup.
• Ability to work 40 hours per week during the summer.
• Excellent communication and organizational skills; deadline-driven.
• Willingness to learn the firm’s structure and policies.
• Experience with VBA is a plus.

Responsibilities

• Prepare monthly, quarterly, and ad hoc analysis and client reporting for institutional and/or wealth management clients. (Examples include net of fee performance calculations, holdings, income & expense and transactions reports, etc.)
• Perform detailed review of client deliverables.
• Prepare and review custom retail and institutional client reports utilizing Excel, Word and Power Point.
• Ensure timely and accurate delivery of all requests.
• Assist with ad hoc data requests in support of the team.
• Develop strong relationships with internal subject matter experts with particular attention to developing strong investment/product knowledge.
• May be required to take on additional responsibilities and initiatives that will be executed with limited direction from the Supervisor, as well as Client Reporting Analysts.

Skills

Math/Quantitative skills

Excel (V-Lookup)

Communication

Organization

Teamwork

Initiative

Education

Pursuing Bachelor's degree in Finance/Economics or related field

Tools

Excel

Word

PowerPoint

VBA

Job description

Parametric, part of Morgan Stanley Investment Management, seeks a Client Reporting Intern in Seattle for a 10-week summer program. The role supports the Client Reporting Team with reporting deliverables, quantitative analyses, and cross-functional collaboration to serve institutional and wealth management clients.

The internship offers hands-on experience, exposure to multiple business areas, and professional development in communication, collaboration, and client service.