Associate_ Investment Analyst

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 Team

The Investment Strategy team creates and delivers powerful stories for external and internal clients and turns investment research into real-world portfolios for investors. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. We meet with clients and prospects, present at events, and write papers.

About the role

This opportunity for an early career professional includes classroom training covering multiple topics, interactive instruction, supplementary study, and the opportunity to exchange ideas and learn from your peers. After progressing through the three distinct phases of the training, Analysts will have gained foundational knowledge of investments and come with a strong understanding of Parametric's culture.

Primary 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

Job QUALIFICATIONS

SkILL SET

Required Experience: 3+ years

Skill set: Early career professional with interest in investment profession

Primary Skills

• Bachelors degree
• 3+ years of related experience
• 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

Good to Have Skills

• CFA or progress towards a CFA, and/or another credential relevant to investment management or finance is a plus
• Familiarity with investment science and modern portfolio theory

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.

"Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents."

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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.