Investment Engineer - Overlay Analytics & Automation Hybrid

Morgan Stanley

Seattle (WA)

Hybrid

USD 70,000 - 140,000

Full time

8 days ago
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Medical benefits
401(k) plan
Parental leave
Paid time off

Job summary

Morgan Stanley's Parametric unit seeks an Investment Engineer, Overlay Solutions, to enhance data quality and client content. You will partner with Portfolio Management and Research to develop quantitative content and support portfolio analysis for institutional clients in a hybrid in-office/remote setup.

The role emphasizes automation, client-facing deliverables, and collaboration across teams, with 5+ years in the field and strong programming skills.

Qualifications

  • 5+ years of relevant experience in a similar role.
  • In-depth knowledge of the investment industry and quantitative methods.
  • Proficiency in Python, SQL, or related languages is preferred.
  • Understanding of derivative instruments including swaps, options, and futures.
  • Graduate degree and/or CFA is preferred.

Responsibilities

  • Maintain and enhance existing investment analysis processes; develop new quantitative content and complete custom analysis based on client requests.
  • Serve as liaison between Portfolio Management and Research for quantitative content supporting Overlay Solutions.
  • Develop familiarity with clients, investment offerings, and market positioning.
  • Implement automation to increase team efficiency and scalability of client analysis and other content generation.
  • Ensure consistent processes and data integrity controls for the Portfolio Management team and client accounts.
  • Produce and oversee client deliverables.
  • Arrange training for investment professionals to explain analyses and content.
  • Support the Portfolio Management Team with ad hoc requests using systems and product knowledge.

Skills

Python
SQL
Quantitative methods
Investment industry knowledge
Derivative instruments knowledge

Education

Graduate degree
CFA (preferred)

Job description

Morgan Stanley's Parametric unit seeks an Investment Engineer, Overlay Solutions, to enhance data quality and client content. You will partner with Portfolio Management and Research to develop quantitative content and support portfolio analysis for institutional clients in a hybrid in-office/remote setup.

The role emphasizes automation, client-facing deliverables, and collaboration across teams, with 5+ years in the field and strong programming skills.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Hybrid Investment Analyst – Overlay Solutions & PM Support
Hybrid Investment Analyst – Overlay Solutions & PM Support

Morgan-Stanley • Minneapolis (MN)

Hybrid
USD 70,000 - 140,000
Medical and Prescription Drug
Dental and Vision
Health Savings Account
+7
Hybrid Investment Analyst: Systematic Portfolio Support
Hybrid Investment Analyst: Systematic Portfolio Support

Morgan Stanley • Minneapolis (MN)

Hybrid
USD 70,000 - 140,000
Medical benefits
Dental and Vision
401(k) plan
+2
Investment Engineer - Parametric
Investment Engineer - Parametric

Morgan Stanley • Seattle (WA)

Hybrid
USD 70,000 - 140,000
Medical benefits
401(k) plan
Parental leave
+1
Investment Operations Analyst — Hybrid
Investment Operations Analyst — Hybrid

Morgan Stanley • Seattle (WA)

Hybrid
USD 60,000 - 90,000
Discretionary incentive
Paid time off
401(k)
+1
Hybrid Investment Analyst – Overlay Solutions
Hybrid Investment Analyst – Overlay Solutions

PowerToFly • Minneapolis (MN)

Hybrid
USD 78,000 - 140,000
Medical and dental insurance
401(k) retirement plan
Paid time off and holidays
Hybrid Investment Operations Analyst — Data-Driven
Hybrid Investment Operations Analyst — Data-Driven

474 MS Services Group, Inc. • Seattle (WA)

Hybrid
USD 54,000 - 66,000
Senior Data Operations Associate — Hybrid
Senior Data Operations Associate — Hybrid

PowerToFly • Seattle (WA)

Hybrid
USD 70,000 - 140,000
Benefits package
Investment Analyst - Parametric
Investment Analyst - Parametric

Morgan Stanley • Minneapolis (MN)

Hybrid
USD 70,000 - 140,000
Medical benefits
Dental and Vision
401(k) plan
+2
Investment Strategy Analyst - Options & Derivatives (Hybrid)
Investment Strategy Analyst - Options & Derivatives (Hybrid)

Morgan-Stanley • Westport (CT)

Hybrid
USD 70,000 - 140,000
Health insurance
Dental plan
Vision plan
+4
Hybrid Quant Investment Engineer for Systematic Portfolios
Hybrid Quant Investment Engineer for Systematic Portfolios

Morgan Stanley • Minneapolis (MN)

Hybrid
USD 70,000 - 140,000
Medical benefits
Dental benefits
Paid time off