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 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 TEAM
The Investment Strategy team creates and delivers powerful stories for external and internal clients and turns investment research into real-world portfolios for investors. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. We meet with clients and prospects, present at events, and write papers.
ABOUT THE ROLE
This opportunity for an early career professional includes classroom training covering multiple topics, interactive instruction, supplementary study, and the opportunity to exchange ideas and learn from your peers. After progressing through the three distinct phases of the training, Analysts will have gained foundational knowledge of investments and come with a strong understanding of Parametric's culture.
PRIMARY RESPONSIBILITIES
* Generate data sets and materials that support the ongoing management of Parametric investment strategies
* Provide analysis and assist in creating responses for prospects, clients and internal stakeholders
* Utilize proprietary optimization software to construct hypothetical equity index portfolios that fit the unique goals of prospective clients
* Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service
* Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience
* Develop a specialized knowledge of all relevant Parametric products
* Undertake additional professional development such as pursuit of a graduate degree and/or CFA
* Assume other responsibilities as required
JOB QUALIFICATIONS
SKILL SET
Required Experience: 3+ years
Skill set: Early career professional with interest in investment profession
Primary Skills
* Bachelors degree
* 3+ years of related experience
* Demonstrated ability to solve problems using logic, creativity, and enthusiasm
* Willingness and excitement to learn and apply quantitative investment management techniques
* Strong analytical writing ability and demonstrated research capabilities
* High attention to detail and sense of urgency
* Initiative and demonstrated ability to work in an inclusive and collaborative team environment
* Excellent communication and organizational skills and ability to handle a heavy, deadline-oriented workload
* Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
Good to Have Skills
* CFA or progress towards a CFA, and/or another credential relevant to investment management or finance is a plus
* Familiarity with investment science and modern portfolio theory
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities....
Want jobs like this matched to you?
Swoopd scores fresh postings against your résumé so you only see the matches that matter.