Data Investment Proposals Intern — Hybrid 10-Week Program

Morgan Stanley

Seattle (WA)

Hybrid

USD 39,000 - 41,000

Full time

5 days ago

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Benefits offered by this job

Hybrid work environment

Job summary

Morgan Stanley’s Parametric internship in Seattle offers hands-on experience in financial services. You’ll review investment profiles, support data teams, and work on ad hoc projects across client accounts and strategies.

The program emphasizes collaboration, learning sessions, and a capstone project to present insights. As a junior or rising senior pursuing a finance or economics degree, you’ll gain exposure to Alteryx, Tableau, and AI tools while developing strong analytical and communication

Qualifications

Junior or rising Senior progressing towards a bachelor's degree in finance, Economics, or a related discipline preferred.
Experience with MS Word and Excel (using PivotTables and V-Lookups), data management and table formatting.
Strong math and data analysis experience.
Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments with a high attention to detail.
Strong written and oral communication skills. Must be detail oriented, have excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
Must possess a high level of initiative and have a demonstrated ability to work in a strong team environment.
Willingness to learn the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
Experience with Alteryx and Tableau, and AI tools a plus.

Responsibilities

Perform a comprehensive review of Parametric investment profiles published to consultant databases.
Utilize source files to resolve discrepancies or incomplete database fields.
Assist in buildout and maintenance of content in team's Data Repository.
Acquire and organize internal data to support ad hoc projects and decision making.
Assist in consultant database population through an external service provider (Omni).
Maintain a sense of curiosity and positive attitude towards improving efficiency and team workflows.
Utilize FactSet and internal data systems to compile comprehensive quantitative reporting including holdings, characteristics, performance attributions, AUM and personnel stats.
Assist with ad hoc data requests in support of team.
May be required to take on additional responsibilities and initiatives with limited direction from the Supervisor, Investment Proposals.