Hybrid Client Reporting & Analytics Analyst

Morgan Stanley

Boston (MA)

On-site

USD 60,000 - 90,000

Full time

23 hours ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Morgan Stanley's Parametric unit is seeking a Client Reporting Analyst to deliver timely and accurate client reports for institutional and wealth management clients. The role emphasizes teamwork across departments and strong client service.

Experience with Factset and Bloomberg is a plus, along with proficiency in Excel. The position requires a 4-year degree in economics or finance and 2-4 years of industry experience, with a focus on quantitative skills and effective communication in a

Qualifications

4-year degree in economics or finance preferred.
2-4 years industry experience.
Strong math/quantitative and analytical writing skills.
Proficiency in Excel with V-Lookup and PivotTables.
Able to work independently and handle deadlines.

Responsibilities

Prepare quarterly, monthly and ad hoc analysis and client reporting for institutional and/or wealth management clients.
Review client deliverables for accuracy and quality.
Design and review custom institutional client reports using Factset, Excel and Word.
Assist in designing tactical reporting solutions for new products.
Ensure timely and accurate delivery of all requests.
Investigate portfolio-specific inquiries.
Develop knowledge of Parametric products and strategies.
Uphold professionalism, accuracy and client service.