Morgan Stanley
Data Analyst, Investment Proposals - Parametric
Morgan Stanley, Minneapolis, Minnesota, United States, 55400
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of 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. For further information about Morgan Stanley, please visit www.morganstanley.com.
About Parametric
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's 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 2-3 days a week and choosing to work remotely or in the office the remaining days.
About The Role
The Analyst is responsible for assisting in the support of the Institutional and Wealth Management sales teams with quantitative data for recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. The Investment Proposal team serves as the hub through which information is compiled and disseminated to both internal and external clients. The position requires collaboration with multiple teams so we are looking for an individual with a positive attitude and high initiative that has demonstrated the ability to work collaboratively. The candidate must be detail oriented and have excellent communication and organizational skills.
Primary Responsibilities May IncludeResponsible for supporting/completing monthly, quarterly, annual and ad hoc data compilation for:Databases (Morningstar, eVestment, etc.)RFPs/RFIs/DDQsStrategy-level client reportingMarketing materialsUtilize FactSet and internal data systems to compile comprehensive quantitative reporting including holdings, characteristics, performance attributions, AUM and personnel stats.Provide ad hoc analysis and support for Institutional Sales and Wealth Management departments.Act as a contributing member of the team, participating on projects guided by Sr. analysts, supervisor and/or management.Maintain a sense of curiosity. Foster a positive attitude and look out for continuous/incremental improvements.Develop a specialized knowledge of all Parametric products and build relationship with internal subject matter experts.Develop a full working knowledge of the firm's structure, key personnel and organizational policies.Assume other responsibilities as required.
Job Requirements4-year degree or equivalent, preferably in a related discipline such as business, finance, or economics.1-3 years’ of related industry/work (inclusive of internships) experience preferred.Strong math and quantitative skills.Proficient in Excel including using PivotTables and V-Lookups; proficiency in macro writing or Alteryx/Tableau is a plus.Intellectually curious.Excellent organizational skills and the ability to handle a heavy, deadline-oriented workload.Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment.Working knowledge of statistics and equity risk models is a plus.Familiarity with FactSet, and other investment analysis tools 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 his/her/their services wherever and whenever necessary to ensure the success of our client services.
Salary range for the position:
[$70,000 - $150,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Posting Date:
Jul 23, 2024
Primary Location:
Americas-United States of America-Minnesota-Minneapolis
Other Locations:
Americas-United States of America-Washington-Seattle, Americas-United States of America-Massachusetts-Boston
Education Level:
Refer to Position Description
Job:
Asset/Investment Management
Employment Type:
Full Time
Job Level:
Associate
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Morgan Stanley is a leading global financial services firm providing a wide range of 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. For further information about Morgan Stanley, please visit www.morganstanley.com.
About Parametric
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's 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 2-3 days a week and choosing to work remotely or in the office the remaining days.
About The Role
The Analyst is responsible for assisting in the support of the Institutional and Wealth Management sales teams with quantitative data for recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. The Investment Proposal team serves as the hub through which information is compiled and disseminated to both internal and external clients. The position requires collaboration with multiple teams so we are looking for an individual with a positive attitude and high initiative that has demonstrated the ability to work collaboratively. The candidate must be detail oriented and have excellent communication and organizational skills.
Primary Responsibilities May IncludeResponsible for supporting/completing monthly, quarterly, annual and ad hoc data compilation for:Databases (Morningstar, eVestment, etc.)RFPs/RFIs/DDQsStrategy-level client reportingMarketing materialsUtilize FactSet and internal data systems to compile comprehensive quantitative reporting including holdings, characteristics, performance attributions, AUM and personnel stats.Provide ad hoc analysis and support for Institutional Sales and Wealth Management departments.Act as a contributing member of the team, participating on projects guided by Sr. analysts, supervisor and/or management.Maintain a sense of curiosity. Foster a positive attitude and look out for continuous/incremental improvements.Develop a specialized knowledge of all Parametric products and build relationship with internal subject matter experts.Develop a full working knowledge of the firm's structure, key personnel and organizational policies.Assume other responsibilities as required.
Job Requirements4-year degree or equivalent, preferably in a related discipline such as business, finance, or economics.1-3 years’ of related industry/work (inclusive of internships) experience preferred.Strong math and quantitative skills.Proficient in Excel including using PivotTables and V-Lookups; proficiency in macro writing or Alteryx/Tableau is a plus.Intellectually curious.Excellent organizational skills and the ability to handle a heavy, deadline-oriented workload.Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment.Working knowledge of statistics and equity risk models is a plus.Familiarity with FactSet, and other investment analysis tools 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 his/her/their services wherever and whenever necessary to ensure the success of our client services.
Salary range for the position:
[$70,000 - $150,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Posting Date:
Jul 23, 2024
Primary Location:
Americas-United States of America-Minnesota-Minneapolis
Other Locations:
Americas-United States of America-Washington-Seattle, Americas-United States of America-Massachusetts-Boston
Education Level:
Refer to Position Description
Job:
Asset/Investment Management
Employment Type:
Full Time
Job Level:
Associate
#J-18808-Ljbffr