Parametric 2027 Client Reporting Intern Seattle

Morgan Stanley; Seattle (WA); Hybrid; USD 39,000 - 41,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Parametric, part of Morgan Stanley Investment Management, seeks a Client Reporting Intern in Seattle for a 10-week summer program. The role supports the Client Reporting Team with reporting deliverables, quantitative analyses, and cross-functional collaboration to serve institutional and wealth management clients.

The internship offers hands-on experience, exposure to multiple business areas, and professional development in communication, collaboration, and client service.

Qualifications

• Pursuing a Bachelor's degree in Finance, Economics, or a related discipline.
• Strong math/quantitative skills and experience with large data sets.
• Intermediate Excel skills, including V-Lookup.
• Ability to work 40 hours per week during the summer.
• Excellent communication and organizational skills; deadline-driven.
• Willingness to learn the firm’s structure and policies.
• Experience with VBA is a plus.

Responsibilities

• Prepare monthly, quarterly, and ad hoc analysis and client reporting for institutional and/or wealth management clients. (Examples include net of fee performance calculations, holdings, income & expense and transactions reports, etc.)
• Perform detailed review of client deliverables.
• Prepare and review custom retail and institutional client reports utilizing Excel, Word and Power Point.
• Ensure timely and accurate delivery of all requests.
• Assist with ad hoc data requests in support of the team.
• Develop strong relationships with internal subject matter experts with particular attention to developing strong investment/product knowledge.
• May be required to take on additional responsibilities and initiatives that will be executed with limited direction from the Supervisor, as well as Client Reporting Analysts.

Skills

Math/Quantitative skills

Excel (V-Lookup)

Communication

Organization

Teamwork

Initiative

Education

Pursuing Bachelor's degree in Finance/Economics or related field

Tools

Excel

Word

PowerPoint

VBA

Job description

Before we get to know you, take some time to get to know us. Learn more about Parametric here

Parametric is part of Morgan Stanley Investment Management and has been helping investors solve complex challenges through customized investment solutions for more than 30 years. We work with financial advisors, institutions, and consultants to build portfolios tailored to their clients' goals.

At Parametric, you'll find the resources and global reach of Morgan Stanley combined with the innovation, collaboration, and entrepreneurial culture of a specialized investment firm.

The work environment is hybrid with most jobs working in office 3 days a week and others at home.

Duration: 10 Week Program - June 1, 2027, to August 10, 2027

Locations: Seattle (800 5th Ave.)

Salary is set at $28.50 per hour.

Position is not eligible for medical benefits or relocation/housing support. Candidates out of area must make their own housing arrangements.

Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first.

The Client Reporting Intern will be involved in assisting the Client Reporting Team with a variety of duties to support the Institutional and Wealth Management sales organizations. The role will support the Client Reporting Analysts with client reporting deliverables, qualitative and quantitative analysis. The position will require teamwork and collaboration with multiple departments. Although interactions with the end client are limited, the role is focused on providing exceptional client service through timely and accurate analysis and reporting.

Primary Responsibilities

• Prepare monthly, quarterly, and ad hoc analysis and client reporting for institutional and/or wealth management clients. (Examples include net of fee performance calculations, holdings, income & expense and transactions reports, etc.)
• Perform detailed review of client deliverables.
• Prepare and review custom retail and institutional client reports utilizing Excel, Word and Power Point.
• Ensure timely and accurate delivery of all requests.
• Assist with ad hoc data requests in support of the team.
• Develop strong relationships with internal subject matter experts with particular attention to developing strong investment/product knowledge.
• May be required to take on additional responsibilities and initiatives that will be executed with limited direction from the Supervisor, as well as Client Reporting Analysts.

Job Requirements

• Able to work 40 hours per week during the summer.
• Junior progressing towards a Bachelor's degree in Finance, Economics, or a related discipline preferred.
• Strong math/quantitative skills.
• Intermediate Excel skills, including V-Lookup and experience with large data sets.
• Ability to work and excel independently.
• Working knowledge of statistics and familiarity with the principles of portfolio management.
• Possess excellent communication and organizational skills and be able to handle a deadline-oriented workload.
• High attention to detail and strong sense of urgency.
• Must possess a high level of initiative and have a demonstrated ability to work in a team environment.
• Willingness to learn the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
• Experience with VBA is a plus.

The Parametric Internship Experience

The Parametric internship is designed to provide meaningful, hands-on experience in financial services. Unlike many programs where interns spend the summer observing, you'll contribute to real projects, collaborate with professionals across the firm, and gain exposure to multiple areas of the business.

Throughout the 10-week program, interns participate in learning sessions, networking opportunities, and professional development events while building connections with peers and colleagues across Parametric and Morgan Stanley Investment Management.

A key component of the internship is a capstone project, where interns work individually or in teams to apply what they've learned and present their work to business leaders at the end of the summer.

What You'll Gain During the Program

• Exposure to the investment management and financial services industry.
• An understanding of Parametric's business, products, and clients.
• Hands-on experience working on projects that support real business objectives.
• Opportunities to network with professionals and leaders across the firm.
• Professional development focused on communication, collaboration, and career readiness.
• Cross-functional exposure to different teams and career paths within investment management.
• Experience presenting recommendations and insights through a capstone project.
• A network of fellow interns and colleagues that extends beyond the summer.