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Parametric - Data Investment Proposals Internship 2025 - Seattle

AT Morgan Stanley
Morgan Stanley

Parametric - Data Investment Proposals Internship 2025 - Seattle

Seattle, WA

Before we get to know you, please be sure to get to know us! Read more and learn about how Parametric fits within Morgan Stanley Investment Management. Learn more at https://www.parametricportfolio.com/about

Who we are: Parametric is part of Morgan Stanley Investment Management, the asset management division. We partner with advisors, institutions, and consultants to build portfolios focused on what's 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 offer systematic alpha and alternative strategies to complement clients' core holdings. As a fiduciary, Parametric encourages companies to provide greater transparency around environmental, social, and governance (ESG) issues and rectify clear lapses in oversight. Clients trust us to represent their interests through our investment stewardship activities.

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Our culture is based on the principles of Accountability, Advancement, Representation, and Inclusive Culture. We offer several employee networking groups such as: Women in Leadership, Pride +, Mosaic Multicultural.

The work environment is hybrid with most jobs working in office 2-3 days a week and others at home.

Duration: June 9th to August 15th, 2025

Location: Seattle

Salary is set at $28.50 per hour. Position is not eligible for benefits.

The Intern's primary project will involve the comprehensive review of all Parametric investment profiles published to the various consultant databases. Responsibilities will also include providing support to the Data team by working on ad hoc projects that support the team's ongoing efforts to improve efficiency and the intern will be involved in a wide variety of duties related to data, generating reports and other tasks relating to specific accounts and strategies. The team serves as the hub through which strategy and firm-level data is compiled and disseminated to both internal and external clients.

Primary Responsibilities

  • Perform a comprehensive review of all Parametric investment profiles published to the various consultant databases.
  • Utilize source files to resolve any discrepancies or incomplete database fields.
  • Assist in buildout and maintenance of content in team's Data Repository.
  • Acquire and organize internal data to support ad hoc projects and decision making as needed.
  • Assist in consultant database population through an external service provider (Omni).

• Maintain a sense of curiosity and positive attitude towards improving efficiency and team workflows.
• Utilize FactSet and internal data systems to compile comprehensive quantitative reporting including holdings, characteristics, performance attributions, AUM and personnel stats.
  • Assist with ad hoc data requests in support of team.
  • May be required to take on additional responsibilities and initiatives that will be executed with limited direction from the Supervisor, Investment Proposals.

• Job Requirements

  • Able to work 40 hours per week during the summer 2023.

• Junior or rising Senior progressing towards a Bachelor's degree in Finance, Economics, or a related discipline preferred.
• Experience with MS Word and Excel (using PivotTables and V-Lookups), data management and table formatting.
• Strong math and data analysis experience.
• Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments with a high attention to detail.
  • Strong written and oral communication skills. Must be detail oriented, have excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.

• Must possess a high level of initiative and have a demonstrated ability to work in a strong team environment.
• Willingness to learn the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
• Experience with Alteryx and Tableau a plus.

Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by October 19, 2024, in order to be considered.

Job Level

Intern

Program

Summer Analyst

Client-provided location(s): Seattle, WA, USA
Job ID: Morgan-18522
Employment Type: Intern

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)