Senior Analyst, Client Reporting — Hybrid & Growth Focus

183 Parametric Portfolio Associates LLC; Seattle (WA); Hybrid; USD 70,000 - 140,000; Full time

Job summary

Parametric Portfolio Associates LLC operates within Morgan Stanley Investment Management and offers a hybrid working model, requiring in-office presence for part of the week and flexibility for remote work.

The Senior Analyst, Client Reporting role emphasizes delivering timely, accurate client reports for institutional and wealth management clients, with collaboration across departments and potential CFA-related qualifications.

Qualifications

• 4-year degree in economics or finance required.
• 3–5 years of industry experience.
• Strong math and analytical writing ability.
• Proficiency in Excel including V-Lookup and PivotTables.
• Familiarity with Factset and Bloomberg is a plus.
• CFA Level I or higher a plus.

Responsibilities

• Prepare quarterly, monthly and ad hoc analysis and client reporting for institutional and wealth management clients.
• Review client deliverables in detail.
• Design and review custom institutional client reports using Factset, Excel, PowerPoint and Word.
• Assist with designing tactical reporting solutions for new products.
• Ensure timely and accurate delivery of all requests.
• Train and coach new staff on processes and systems.
• Lead projects with limited direction and manage deadlines.

Skills

Quantitative skills

Excel

Factset

Bloomberg

Code writing

Education

Bachelor's degree in economics/finance

Tools

Factset

Bloomberg

Job description

Parametric Portfolio Associates LLC operates within Morgan Stanley Investment Management and offers a hybrid working model, requiring in-office presence for part of the week and flexibility for remote work.

The Senior Analyst, Client Reporting role emphasizes delivering timely, accurate client reports for institutional and wealth management clients, with collaboration across departments and potential CFA-related qualifications.