Performance Attribution Analyst — Hybrid & Client-Focused

PowerToFly; Seattle (WA); On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health Savings Account

401(k) plan

Paid time off

Paid holidays

Disability insurance

Job summary

Morgan Stanley's Parametric team seeks an Analyst, Performance Attribution to deliver attribution analysis for institutional and wealth clients, coordinate with PMs, and ensure timely, accurate reporting within a hybrid work model in Seattle. You will support integration across Parametric and MSIM lines and help uphold data quality.

Ideal candidates have 4-year degrees in finance-related fields, 2+ years of experience, and strong Excel, Python, SQL, and visualization skills (Tableau/Power BI).

Qualifications

• 4-year degree in Accounting, Finance, Economics or a quantitative field.
• 2+ years of industry experience.
• Strong knowledge of traditional asset management and alternatives (derivatives, fixed income, cash equities, mutual funds, hedge funds, private equity).
• Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions.
• Asset management performance calculation knowledge.
• Understanding of attribution theory and practice.
• Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts.
• Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus.
• Python, SQL, data visualization tools (Tableau, Power BI) desired.

Responsibilities

• Prepare quarterly, monthly, and ad hoc performance attribution analysis for institutional and/or wealth management clients, and marketing materials.
• Coordinate commentary with portfolio managers.
• Perform detailed peer review of deliverables.
• Manage the timely and accurate delivery of all requests.
• Investigate portfolio specific inquiries.
• Contribute to integration efforts to consolidate and harmonize attribution reporting across various Parametric and MSIM business lines.
• Play an active role in ensuring and improving data integrity/quality.
• Develop a specialized knowledge of all relevant Parametric products and strategies.
• Uphold department reputation through professionalism, accuracy, responsiveness, and commitment to client service.
• Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.

Skills

Performance attribution

Asset management

Excel advanced

Python

SQL

Tableau/Power BI

Communication

Data analysis

Accounting principles

Attention to detail

Education

Bachelors degree in Accounting/Finance/Economics or quantitative field

Tools

FactSet

Bloomberg

Barra

Job description

Morgan Stanley's Parametric team seeks an Analyst, Performance Attribution to deliver attribution analysis for institutional and wealth clients, coordinate with PMs, and ensure timely, accurate reporting within a hybrid work model in Seattle. You will support integration across Parametric and MSIM lines and help uphold data quality.

Ideal candidates have 4-year degrees in finance-related fields, 2+ years of experience, and strong Excel, Python, SQL, and visualization skills (Tableau/Power BI).