Data Analyst, Investment Proposals - 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 is responsible for assisting in the support of the Institutional and Wealth Management sales teams with quantitative data for recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. The Investment Proposal 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 looking for an individual with a positive attitude and high initiative that has demonstrated the ability to work collaboratively. The candidate must be detail oriented and have excellent communication and organizational skills.

PRIMARY RESPONSIBILITIES MAY INCLUDE:

- Responsible for supporting/completing monthly, quarterly, annual and ad hoc data compilation for:

• Databases (Morningstar, eVestment, etc.)
• RFPs/RFIs/DDQs
• Strategy-level client reporting
• Marketing materials

- Utilize FactSet and internal data systems to compile comprehensive quantitative reporting including holdings, characteristics, performance attributions, AUM and personnel stats.
- Provide ad hoc analysis and support for Institutional Sales and Wealth Management departments.
- Act as a contributing member of the team, participating on projects guided by Sr. analysts, supervisor and/or management
- Maintain a sense of curiosity. Foster a positive attitude and look out for continuous/incremental improvements.
- Develop a specialized knowledge of all Parametric products and build relationship with internal subject matter experts.
- Develop a full working knowledge of the firm's structure, key personnel and organizational policies.
- Assume other responsibilities as required.

JOB REQUIREMENTS
- 4-year degree or equivalent, preferably in a related discipline such as business, finance, or economics.
- 1-3 years' of related industry/work (inclusive of internships) experience preferred.
- Strong math and quantitative skills.
- Proficient in Excel including using PivotTables and V-Lookups; proficiency in macro writing or Alteryx/Tableau is a plus.
- Intellectually curious.
- Excellent organizational skills and the ability to handle a heavy, deadline-oriented workload.
- Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment.
- Working knowledge of statistics and equity risk models is a plus.
- Familiarity with FactSet, and other investment analysis tools is a plus.

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).