Supervisor, Investment Analysis - Parametric

Morgan Stanley • Seattle, WA

20h • Hybrid

About The Position

The Supervisor, Investment Analysis oversees a team of Investment Analysts that support a variety of Parametric's investment work. This work includes responding to analytical requests, updating marketing material, reviewing investment performance, and responding to client inquiries. Responsibilities include but are not limited to: training and helping mentor direct reports, maintaining in-depth knowledge of investment processes, managing team deadlines, ensuring work is completed within best practice and ensuring key performance indicators are met. The position requires teamwork and collaboration across multiple departments. 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.

Requirements

• 4-year degree
• 3+ years of relevant experience. Internal candidates with 1.5+ years of experience with the firm will also be considered.
• Must be capable of organizing a team to accomplish goals as a unit
• Must be able to problem solve effectively and creatively
• Must possess strong math/quantitative skills and analytical writing ability
• Must possess a high attention to detail and strong sense of urgency
• Must possess a demonstrated ability to work in a team environment
• Must possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload
• Must possess intermediate to advanced Excel knowledge

Nice To Haves

• Familiarity with Factset, Bloomberg and other analysis tools is a plus
• Experience with Python, R, SQL and/or VBA is a plus

Responsibilities

• Demonstrate leadership skills by addressing team escalations, organizing work on the team and providing updates to leadership
• Act as a subject matter expert of all processes and work the team is accountable for
• Participate in hiring and training processes as needed
• Ensure written team procedures remain up-to-date
• Ensure quality standards on the team are met and work is completed on time
• 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
• 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
• 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: Mid Level