Investment Analyst (Hybrid) - Grow with Parametric

Financeroles; Minneapolis (MN); Híbrido; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability Insurance

Paid Time Off

Sick Leave

Parental Leave

Vacation Days

10 Paid Holidays

401(k)

Short/Long Term Disability

Descripción de la vacante

Parametric, part of Morgan Stanley Investment Management, is hiring an Investment Analyst to support Overlay Solutions portfolio management. The role focuses on developing foundational investment skills while aiding daily portfolio management and client reporting in a collaborative team.

This hybrid role requires a finance-related degree, strong analytical ability, and comfort with data tools and Excel. You’ll work with the PM team, produce reports, and pursue CFA studies as part of professional

Formación

• Bachelor's degree in finance, accounting, or a related field.
• Strong interest in Investment Management and working with institutional portfolios.
• Demonstrated ability to solve problems using logic, creativity, and enthusiasm.
• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools.

Responsabilidades

• Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
• Review data feeds and activity in client portfolios to ensure daily reporting accuracy.
• Work with the portfolio management team 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.

Conocimientos

Analytical skills

Quantitative skills

Communication skills

Self-starter

Team collaboration

Problem solving

Educación

Finance/Accounting degree

Herramientas

Excel

Descripción del empleo

Parametric, part of Morgan Stanley Investment Management, is hiring an Investment Analyst to support Overlay Solutions portfolio management. The role focuses on developing foundational investment skills while aiding daily portfolio management and client reporting in a collaborative team.

This hybrid role requires a finance-related degree, strong analytical ability, and comfort with data tools and Excel. You’ll work with the PM team, produce reports, and pursue CFA studies as part of professional