Analyst, Client Reporting - Parametric

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management, and investment management services. With offices in more than 41 countries, the firm’s employees serve clients worldwide, including corporations, governments, institutions, and individuals.

Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

About the role

The Analyst, Client Reporting is primarily responsible for client reporting, qualitative and quantitative analysis for the Institutional and Wealth Management sales organizations. 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.

Responsibilities

• Prepare quarterly, monthly, and ad hoc analysis and client reporting for institutional and/or wealth management clients.
• Perform detailed review of client deliverables.
• Design, prepare, and review custom institutional client reports utilizing Factset, Excel, and Word.
• Assist with designing tactical reporting solutions for new products.
• Manage the timely and accurate delivery of all requests.
• Investigate portfolio-specific inquiries.
• Develop 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.
• Assume other responsibilities as required.

Requirements

• 4-year degree, preferably in a related discipline such as economics or finance.
• 2-4 years of industry experience.
• Strong math/quantitative skills and analytical writing ability.
• Proficient in Excel, including using V-Lookup and PivotTables.
• Ability to excel independently and in ambiguous situations.
• Ability to maintain productivity and strong work ethic under minimal supervision.
• Working knowledge of statistics and familiarity with the principles of portfolio management.
• Excellent communication and organizational skills, with the ability to handle a heavy, deadline-oriented workload.
• Ability to successfully manage and coordinate simultaneous multi-level projects and tasks with internal departments.
• High attention to detail and strong sense of urgency.
• High level of initiative.
• Familiarity with Factset, Bloomberg, and other analysis tools is a plus.
• Proficiency in macro and code writing is a plus.
• Completion of Level I or higher of the CFA program is a plus.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer their services wherever and whenever necessary to ensure the success of our client services.

What you can expect

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. We do it in a way that’s differentiated, and we’ve done that for 90 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make every day to do what's best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Pay

Salary range for the position: $70,000 – $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.

Benefits

• Medical, prescription drug, dental, and vision insurance.
• Health Savings Account and Dependent Day Care Savings Account.
• Life insurance, disability, and other insurance plans.
• Paid Time Off, including sick leave (consistent with state and local law), parental leave, and 20 vacation days annually.
• 10 paid holidays.
• 401(k) plan.
• Short-term and long-term disability coverage.
• Special perks reserved for employees.

For more information about our benefit offerings, visit mybenefits.morganstanley.com.