Hybrid Senior Analyst, Client Reporting

Morgan Stanley; Seattle (WA); Hybrid; USD 70,000 - 140,000; Full time

Job summary

Morgan Stanley Parametric, part of Morgan Stanley Investment Management, is seeking a Senior Analyst, Client Reporting to deliver timely, accurate client insights for institutional and wealth management clients.

The role emphasizes collaboration across departments, design of specialized reports, and maintaining high standards of service and professionalism in a hybrid work environment.

Qualifications

• 4-year degree in economics or finance is required.
• 3-5 years of industry experience.
• Strong math/quantitative skills and analytical writing ability.
• Proficient in Excel including V-Lookup and PivotTables.
• Ability to excel independently and in ambiguous situations.
• Familiarity with statistics and portfolio management.
• Proficiency with macro and code writing is a plus.
• CFA Level I or higher is a plus.

Responsibilities

• Prepare quarterly, monthly and ad hoc analysis and client reporting for institutional and/or wealth management clients.
• Review client deliverables thoroughly.
• Design, prepare and review custom institutional client reports using FactSet, Excel, PowerPoint and Word.
• Assist with designing tactical reporting solutions for new products.
• Ensure timely and accurate delivery of all requests.
• Train, coach and educate new staff on processes and systems.
• Lead projects with limited direction and manage deadlines.

Skills

Quantitative skills

Analytical writing

Excel

V-Lookup

PivotTables

FactSet

Bloomberg

Macro writing

Coding

Education

4-year degree in economics or finance

Tools

FactSet

Bloomberg

Job description

Morgan Stanley Parametric, part of Morgan Stanley Investment Management, is seeking a Senior Analyst, Client Reporting to deliver timely, accurate client insights for institutional and wealth management clients.

The role emphasizes collaboration across departments, design of specialized reports, and maintaining high standards of service and professionalism in a hybrid work environment.