Analyst, Client Reporting Parametric

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 Firms employees serve clients worldwide including corporations governments institutions and individuals. For further information about Morgan Stanley please visit .

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 is 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 Parametrics 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 Analyst Client Reporting is primarily responsible for client reporting qualitative and quantitative analysis for the Institutional and Wealth Management sales organizations. 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.

• Perform detailed review of client deliverables.

• Design prepare and review custom institutional client reports utilizing Factset Excel and Word.

• Assist with designing tactical reporting solutions for new products.

• Manage the timely and accurate delivery of all requests.

• 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 firms 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 finance.

• 2-4 years of industry experience.

• Strong math/quantitative skills and analytical writing ability.

• 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.

• Familiarity with Factset Bloomberg and other analysis tools is a plus.

• Proficiency in macro and code writing is 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. 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. Theres 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 into your browser.

Salary range for the position: $70000 - 140000/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 units 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 20 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 to learn more about our benefit offerings.

Expected base pay rates for the role will be between $70000and $140000per year at the commencement of employment. However base pay if hired will be determined on an individualized

basis and is only part of the total compensation package which depending on the position may also

include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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