Analyst, Performance Attribution - Parametric

This role is part of Parametric' s 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, Performance Attribution is primarily responsible for performance analytics for external distribution. The position will require teamwork and collaboration with multiple departments. The role is focused on providing exceptional client service through timely and accurate analysis and reporting.

PRIMARY RESPONSIBILITIES

• Prepare quarterly, monthly, and ad hoc performance attribution analysis for institutional and\or wealth management clients, and marketing materials.
• Coordinate commentary with portfolio managers.
• Perform detailed peer review of deliverables.
• Manage the timely and accurate delivery of all requests.
• Investigate portfolio specific inquiries.
• Contribute to integration efforts to consolidate and harmonize attribution reporting across various Parametric and MSIM business lines.
• Play an active role in ensuring and improving data integrity/quality.
• 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 firm's 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 Accounting, Finance, Economics or a quantitative field.
• 2-4 years of industry experience.
• Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, cash equities, mutual funds, hedge funds, private equity).
• Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions.
• Asset management performance calculation knowledge.
• Understanding of attribution theory and practice.
• Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts.
• High attention to detail and strong sense of urgency.
• Must possess a high level of initiative.
• Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus.
• Python, SQL, data visualization tools (Tableau, Power BI) desired.
• Ability to think strategically and build on system capabilities.
• Able to maintain a high level of confidentiality.
• Ability to excel independently and in ambiguous situations.
• Ability to maintain productivity and strong work ethic under minimal supervision.

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:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Salary range for the position: $70,000 - 150,000/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 unit's 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 mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).