Hybrid Investment Analyst – Overlay Solutions & PM Support

Morgan-Stanley; Minneapolis (MN); Hybrid; USD 70,000 - 140,000; Full time

Benefits offered by this job

Medical and Prescription Drug

Dental and Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability insurance

Paid Time Off

20 vacation days annually

10 paid holidays

401(k)

Job summary

Parametric, part of Morgan Stanley Investment Management, seeks an Investment Analyst to develop foundational investment skills and support Overlay Solutions portfolio management. The role focuses on daily reporting, data review, and client service across multiple departments.

You will collaborate with portfolio managers and a dedicated research team to deliver rigorous, client-ready analyses. We expect a finance-focused degree, strong quantitative and analytical abilities, and comfort with

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Strong interest in building a career in Investment Management.
• Demonstrated ability to solve problems with logic, creativity, and enthusiasm.
• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools.
• Self-starter with excellent quantitative and communication skills.
• High attention to detail and time management.
• Investment management experience is a plus.

Responsibilities

• Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
• Review data feeds and activity within client portfolios to ensure daily reporting accuracy for portfolio management.
• Serve as the primary day-to-day contact for client relationships.
• Assist in producing client-requested research with portfolio managers and a dedicated research team.
• Create and ensure accuracy of customized reporting and assist in external performance reviews with clients.
• Contribute ideas to improve efficiency, reduce risk, and enhance the client experience.
• Conduct audits on client accounts to reduce firm risk and develop professional knowledge.

Skills

Excel

Coding languages

Analytical tools

Quantitative analysis

Education

Bachelor's degree in finance, accounting, or related field

Job description

Parametric, part of Morgan Stanley Investment Management, seeks an Investment Analyst to develop foundational investment skills and support Overlay Solutions portfolio management. The role focuses on daily reporting, data review, and client service across multiple departments.

You will collaborate with portfolio managers and a dedicated research team to deliver rigorous, client-ready analyses. We expect a finance-focused degree, strong quantitative and analytical abilities, and comfort with