Parametric - 2026 RFP Intern, Investment Proposals Intern - (Boston)

Morgan Stanley • Seattle, WA

75d • $29 • Hybrid

About The Position

Who we are: Parametric is part of Morgan Stanley Investment Management, the asset management division. 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 offer systematic alpha and alternative strategies to complement clients' core holdings. As a fiduciary, Parametric encourages companies to provide greater transparency around environmental, social, and governance (ESG) issues and rectify clear lapses in oversight. Clients trust us to represent their interests through our investment stewardship activities. Our culture is based on the principles of Accountability, Advancement, Representation, and Inclusive Culture. We offer several employee networking groups such as: Women in Leadership, Pride +, Mosaic Multicultural. The work environment is hybrid with most jobs working in office 3 days a week and others at home. General Description The RFP (Request for Proposals) Intern will be involved in assisting the RFP Team with a wide variety of duties to support the Institutional and Wealth Management distribution channels. The RFP Intern will assist RFP Specialists with recurring and ad hoc due diligence requests which have a particular focus on firm and strategy level information. The Investment Proposals 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 seeking an individual with high initiative that has demonstrated the ability to work collaboratively in a team environment. The candidate must be detail oriented, have excellent communication and organizational skills.

Requirements

• Able to work 40 hours per week during the summer 2025.
• Junior progressing towards a Bachelor's degree in Finance, Economics, or a related discipline preferred.
• Experience with MS Word and Excel (using PivotTables and V-Lookups), data management and table formatting.
• Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments with a high attention to detail.
• Strong written and oral communication skills. Must be detail oriented, have excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Must possess a high level of initiative and have a demonstrated ability to work in a strong team environment.
• Willingness to learn the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.

Nice To Haves

• Experience with proposal, database, and/or CRM software a plus.

Responsibilities

• Support the team on various types of RFP's, RFI's and Due Diligence Questionnaires, as well as other similar requests.
• Assists in completing quarterly requests.
• Interact with compliance to review and obtain approvals of materials.
• Assist in the maintenance of the RFP response database (Loopio).
• Collaborate with sales team and investment professionals to understand client needs and to create customized RFP responses that highlight the firm's strategic and competitive advantage.
• Develop strong relationships with internal subject matter experts with particular attention to developing strong investment/product knowledge.
• May be required to take on additional responsibilities and initiatives that will be executed with limited direction from the Manager, as well as RFP Specialists.

What This Job Offers

• Career Level: Intern
• Number of Employees: 5,001-10,000 employees