Investment Analyst -Parametric

Morgan Stanley•Minneapolis, MN

2d•$60,000 - $90,000

About The Position

Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions. Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process. Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship. Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team. Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients. Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience. Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge. Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service. Undertake additional professional development such as the CFA program. Assume other responsibilities as required. 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 - aren't just beliefs, they 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Requirements

Bachelor's Degree in finance, accounting, or a related field
Strong interest building a career in Investment Management, working with institutional investment portfolios
Demonstrated ability to solve problems using logic, creativity, and enthusiasm
Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
Must be a self-starter with excellent quantitative and communication skills
High attention to detail and time management
Initiative and demonstrated ability to work in an inclusive and collaborative team environment

Nice To Haves

Investment management or related industry experience a plus

Responsibilities

Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
Undertake additional professional development such as the CFA program.
Assume other responsibilities as required.