Investment Analyst - Parametric

Financeroles; Minneapolis (MN); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

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

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical skills

Quantitative skills

Communication skills

Self-starter

Team collaboration

Problem solving

Education

Finance/Accounting degree

Tools

Excel

Job description

ABOUT MORGAN STANLEY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC

Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

ABOUT THE ROLE

The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

PRIMARY RESPONSIBILITIES

• Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
• Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
• Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
• Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
• Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
• Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
• Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
• Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
• Undertake additional professional development such as the CFA program.
• Assume other responsibilities as required.

JOB REQUIREMENTS

• Bachelor’s Degree in finance, accounting, or a related field
• Strong interest building a career in Investment Management, working with institutional investment portfolios
• Demonstrated ability to solve problems using logic, creativity, and enthusiasm
• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
• Must be a self-starter with excellent quantitative and communication skills
• High attention to detail and time management
• Initiative and demonstrated ability to work in an inclusive and collaborative team environment
• Investment management or related industry experience a plus

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $60,000 - 90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.