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 serves corporations, governments, institutions, and individuals worldwide.
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 client priorities. A leader in custom solutions for over 30 years, Parametric helps investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios. We also offer systematic alpha and alternative strategies to complement core holdings. This role follows Parametric's hybrid working model: 3 days in the office and 2 days remote or in-office.
About the role
The Analyst, Client Reporting is primarily responsible for client reporting and both qualitative and quantitative analysis for the Institutional and Wealth Management sales organizations. The role requires collaboration across multiple departments and focuses on delivering exceptional client service through timely, 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 using 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, organizational policies, and professional services environment.
- Assume other responsibilities as required.
Requirements
- 4-year degree, preferably in economics, finance, or a related discipline.
- 2–4 years of industry experience.
- Strong math/quantitative skills and analytical writing ability.
- Proficient in Excel, including V-Lookup and PivotTables.
- Ability to excel independently and in ambiguous situations.
- Strong work ethic with minimal supervision required.
- Working knowledge of statistics and portfolio management principles.
- Excellent communication and organizational skills.
- Ability to handle a heavy, deadline-oriented workload.
- 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.
Benefits
Morgan Stanley offers a comprehensive benefits package, including:
- Medical, prescription drug, dental, and vision coverage.
- Health Savings Account and Dependent Day Care Savings Account.
- Life insurance, disability, and other insurance plans.
- Paid Time Off (20 vacation days annually, sick leave consistent with state/local law, and parental leave).
- 10 paid holidays.
- 401(k) plan.
- Short- and long-term disability coverage.
- Additional special perks for employees.
Pay
Expected base pay for this role ranges from $70,000 to $140,000 per year. The successful candidate may also be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.