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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
The Client Reporting Analyst is primarily responsible for supporting the Institutional and Wealth Management sales organizations with client reporting, qualitative and quantitative analysis. 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.
PRIMARY RESPONSIBILITIES
– Prepare quarterly, monthly and ad hoc analysis and client reporting for institutional and\or wealth management clients. (Examples include net of fee performance calculations, country/sector weights reports, holdings, income & expense and transactions reports, etc.)
– Perform detailed review of client deliverables.
– Design, prepare and review custom institutional client reports utilizing Factset, Excel, Word and Power Point.
– Ensure timely and accurate delivery of all requests.
– Perform and communicate attribution analysis.
– Investigate portfolio specific inquiries.
– Develop a 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.
JOB REQUIREMENTS
- 4-year degree, preferably in related discipline such as economics or business.
- 2-4 years of related industry experience.
- Strong math/quantitative skills.
- 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.
- Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
- Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments.
- High attention to detail and strong sense of urgency.
- Must possess a high level of initiative and have a demonstrated ability to work in a team environment.
- Familiarity with Factset, Bloomberg and other analysis tools is a plus.
- Experience writing VBA a plus.
- Completion of Level I or higher of the CFA program 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 X 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).
