Parametric 2027 Data Investment Proposals Internship Seattle

Morgan Stanley; Seattle (WA); Hybride; USD 39 000 - 41 000; Plein temps

Avantages offerts par ce poste

Hybrid work environment

Résumé du poste

Morgan Stanley’s Parametric internship in Seattle offers hands-on experience in financial services. You’ll review investment profiles, support data teams, and work on ad hoc projects across client accounts and strategies.

The program emphasizes collaboration, learning sessions, and a capstone project to present insights. As a junior or rising senior pursuing a finance or economics degree, you’ll gain exposure to Alteryx, Tableau, and AI tools while developing strong analytical and communication

Qualifications

• Junior or rising Senior progressing towards a bachelor's degree in finance, Economics, or a related discipline preferred.
• Experience with MS Word and Excel (using PivotTables and V-Lookups), data management and table formatting.
• Strong math and data analysis experience.
• Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments with a high attention to detail.
• Strong written and oral communication skills. Must be detail oriented, have excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Must possess a high level of initiative and have a demonstrated ability to work in a strong 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 Alteryx and Tableau, and AI tools a plus.

Responsabilités

• Perform a comprehensive review of Parametric investment profiles published to consultant databases.
• Utilize source files to resolve discrepancies or incomplete database fields.
• Assist in buildout and maintenance of content in team's Data Repository.
• Acquire and organize internal data to support ad hoc projects and decision making.
• Assist in consultant database population through an external service provider (Omni).
• Maintain a sense of curiosity and positive attitude towards improving efficiency and team workflows.
• Utilize FactSet and internal data systems to compile comprehensive quantitative reporting including holdings, characteristics, performance attributions, AUM and personnel stats.
• Assist with ad hoc data requests in support of team.
• May be required to take on additional responsibilities and initiatives with limited direction from the Supervisor, Investment Proposals.

Connaissances

Strong math

Data analysis

Attention to detail

Communication skills

Teamwork

Initiative

Formation

Pursuing Bachelor's degree in finance or economics

Outils

MS Word

Excel (PivotTables, V-Lookups)

Alteryx

Tableau

AI tools

Description du poste

Before we get to know you, take some time to get to know us.

Learn more about Parametric: https://www.parametricportfolio.com/about

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

Location: 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 Intern's primary project will involve the comprehensive review of all Parametric investment profiles published to the various consultant databases. Responsibilities will also include providing support to the Data team by working on ad hoc projects that support the team's ongoing efforts to improve efficiency and the intern will be involved in a wide variety of duties related to data, generating reports and other tasks relating to specific accounts and strategies. The team serves as the hub through which strategy and firm-level data is compiled and disseminated to both internal and external clients.

Primary Responsibilities

• Perform a comprehensive review of all Parametric investment profiles published to the various consultant databases.
• Utilize source files to resolve any discrepancies or incomplete database fields.
• Assist in buildout and maintenance of content in team's Data Repository.
• Acquire and organize internal data to support ad hoc projects and decision making as needed.
• Assist in consultant database population through an external service provider (Omni).
• Maintain a sense of curiosity and positive attitude towards improving efficiency and team workflows.
• Utilize FactSet and internal data systems to compile comprehensive quantitative reporting including holdings, characteristics, performance attributions, AUM and personnel stats.
• Assist with ad hoc data requests in support of team.
• May be required to take on additional responsibilities and initiatives that will be executed with limited direction from the Supervisor, Investment Proposals.

Job Requirements Able to work 40 hours per week during the summer.

• Junior or rising Senior progressing towards a bachelor's degree in finance, Economics, or a related discipline preferred.
• Experience with MS Word and Excel (using PivotTables and V-Lookups), data management and table formatting.
• Strong math and data analysis experience.
• Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments with a high attention to detail.
• Strong written and oral communication skills. Must be detail oriented, have excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Must possess a high level of initiative and have a demonstrated ability to work in a strong 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 Alteryx and Tableau, and AI tools 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.