Hybrid Senior Analyst, Client Reporting

Morgan Stanley; Boston (MA); Hybrid; USD 70,000 - 140,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability

Paid Time Off

20 Vacation Days

10 Paid Holidays

401(k)

Job summary

Morgan Stanley is seeking a Senior Analyst, Client Reporting for Parametric's Investment Management team. You will deliver quarterly and monthly client analyses for institutional and wealth management clients, combining qualitative and quantitative insights.

The role emphasizes collaboration across departments, accuracy, and timely delivery, with opportunities to lead projects, train staff, and develop expertise in Parametric products and portfolio strategies.

Qualifications

• 4-year degree, preferably in economics or finance.
• 3-5 years of industry experience.
• Strong math/quantitative skills and analytical writing ability.
• Proficient in Excel including using V-Lookup and PivotTables.
• Familiarity with portfolio management concepts.
• Excellent communication and organizational skills and ability to handle a heavy, deadline-oriented workload.
• Ability to manage multiple projects with internal departments.
• Familiarity with Factset, Bloomberg and other analysis tools is a plus.
• Completion of CFA Level I or higher is a plus.

Responsibilities

• Prepare quarterly, monthly and ad hoc analyses and client reporting for institutional and/or wealth management clients.
• Review client deliverables for accuracy.
• Design, prepare and review custom institutional client reports utilizing Factset, Excel, PowerPoint and Word.
• Assist with designing tactical reporting solutions for new products.
• Manage the timely and accurate delivery of all requests.
• Train, coach and educate new staff members on processes and systems.
• Lead projects/initiatives with limited direction and manage deadlines and stakeholders.
• Investigate portfolio specific inquiries.
• Develop a specialized knowledge of Parametric products and strategies.
• Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service.

Skills

Quantitative skills

V-Lookup

PivotTables

Excel

Analytical writing

Communication

Education

Bachelors in Economics/Finance

Tools

Factset

Bloomberg

Excel

Job description

Morgan Stanley is seeking a Senior Analyst, Client Reporting for Parametric's Investment Management team. You will deliver quarterly and monthly client analyses for institutional and wealth management clients, combining qualitative and quantitative insights.

The role emphasizes collaboration across departments, accuracy, and timely delivery, with opportunities to lead projects, train staff, and develop expertise in Parametric products and portfolio strategies.