Parametric Investment Analyst Winter Cohort 2027

Morgan Stanley • Seattle, WA

4d • Hybrid

About The Position

Morgan Stanley is a leading global financial services firm. Parametric, part of Morgan Stanley Investment Management, partners with advisors, institutions, and consultants to build portfolios focused on client needs. This role is part of Parametric's hybrid working model, requiring 3 days in the office per week. The position is part of a training program with an hourly rate of $33.66 ($70,000.00 annualized) and eligibility for an annual discretionary bonus. The anticipated start date is February 2027. The Investment Analyst mission is to develop foundational investment skills and an understanding of Parametric’s investment philosophy and approach while supporting various investment work, including analytical requests, marketing material updates, investment performance review, and client inquiry responses. This role requires teamwork, collaboration, and exceptional service through timely and accurate work. Individuals join a three-year Investment Analyst Program that opens doors to various career paths within the firm. The program begins with classroom training covering multiple topics in the first year, including interactive instruction, supplementary study, and peer learning. Upon completion of the three distinct phases, Analysts will have gained foundational knowledge to become world-class investors with a strong understanding of Parametric's culture.

Requirements

• Bachelors degree
• 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
• Strong preference for individuals to be located out of the Seattle office for their first year, with the ability to relocate to other Parametric office locations thereafter

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

Benefits

• 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)
• Short/Long Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level