Parametric 2027 Platform Implementation Internship Seattle

Morgan Stanley; Seattle (WA); Hybrid; USD 40,000 - 47,000; Full time

Job summary

Parametric, part of Morgan Stanley Investment Management, invites motivated undergraduates to join a 10-week internship in Seattle. The role focuses on platform maintenance, CRM, BI tools, and cross-functional collaboration in a hybrid work model.

You'll support the Platform Implementation Team, work with Salesforce, Tableau, Seismic, and Workfront, contribute to capstone project, and develop professional skills through sessions and networking opportunities.

Qualifications

• Undergraduate student with strong academic record and interest in financial services.
• Attention to detail and strong written and oral communication skills.
• Experience with Microsoft Office, especially Excel.
• Familiarity with cloud-based tools like Salesforce, Tableau, Seismic or Workfront is a plus.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Willingness to learn the firm's structure and procedures in a professional setting.

Responsibilities

• Performs system maintenance across platforms (Salesforce, Tableau, Marketing Cloud, Seismic and Workfront) with a focus on administration best practices and end-user experience.
• Support Platform Implementation team in executing key projects and provide internal reporting and notes as requested.
• Assist in managing support tickets and completing recurring maintenance tasks.
• Maintains procedures and day-to-day process documents and creates new ones as projects progress.
• Participates in broader Platform Implementation projects as needed.

Skills

Attention to detail

Written and verbal communication

Excel experience

Salesforce/Tableau/Seismic/Workfront

Prioritization & multitasking

Teamwork

Willingness to learn

Education

Undergraduate student

Tools

Excel

Salesforce

Tableau

Seismic

Workfront

Job description

About Parametric

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 $31.25 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.

General Description

This internship position provides ongoing support to the Platform Implementation Team. The individual will assists in performing routine operational and administrative activities including platform maintenance, coordination of Platform Implementation communications, and preparation of training and resources materials. The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks to learn about platform management, how these tools intersect with sales, distribution, and operation workflows, as well as the inner workings of CRM, Business Intelligence, and cloud-based technologies. The candidate should have the ability to solve problems and build relationships internally as well as a comfort with manipulating and analyzing large data sets.

Primary Responsibilities

• Performs system maintenance across platforms (Salesforce, Tableau, Marketing Cloud, Seismic and Workfront) with a primary focus on ensuring the firm is adhering to administration best practices as well as performing tasks meant to improve the end user experience.
• Support Platform Implementation team members in the execution and launch of key projects. Includes providing internal reporting/stats/last meeting notes etc. as requested.
• Assist in managing the team's support tickets as well as completing recurring maintenance cases.
• Assists in maintaining accurate procedures and day-to-day process documents that are distributed to the team for use. Creates new process documents as enhancements/projects come to fruition.
• Participates in broader Platform Implementation projects as needed.

Job Requirements

• Junior or rising senior progressing towards an undergraduate degree.
• Strong attention to detail and strong written and oral communication skills.
• Experience working in Microsoft Office applications, especially Excel. Experience in cloud based tools like Salesforce, Tableau, Seismic or Workfront a plus.
• Ability to prioritize and manage multiple projects independently and simultaneously meet deadlines and adapt to changing priorities and timelines.
• 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.

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.