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Senior Investment Analyst - Parametric
Morgan Stanley
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About this role
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 Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
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 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 Senior Investment Analyst is an integral part of the Derivatives Trading portfolio management team. The mission of the Senior Investment Analyst is to leverage foundational investment skills and a deep understanding of Parametric's investment products while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing.
Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.
PRIMARY RESPONSIBILITIES • Utilize proprietary investment management software to generate customized daily reports used to implement commodity and volatility risk premium (VRP) strategies. • Learn to review and approve trades for strategies, with a growth path of taking on trading responsibilities. • Become a product expert for commodity futures and swaps, helping to answer internal questions related to those instruments. • Review various data feeds and activity within portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process. • Work alongside the portfolio management team as the primary implementation contacts for strategy portfolios. • Responsible for the creation and accuracy of customized reporting. • Contribute and adopt ideas to improve efficiency and reduce risk in the portfolio management process. • Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service. • Assume other responsibilities as required.
JOB REQUIREMENTS • Bachelor’s Degree. Focus in finance, economics or related field preferred but not required. • 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2+ years’ experience with the firm will be considered. • CFA or progress toward is highly desired. • Strong interest building a career in Investment Management, working with institutional investment portfolios. • Demonstrated ability to solve problems using logic, creativity, and enthusiasm • Familiarity with or willingness to learn Excel, Bloomberg, and other analytical tools • Excellent quantitative and communication skills • High attention to detail and time management • Initiative and demonstrated ability to work in an inclusive and collaborative team environment • Investment management or related industry experience 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 that’s differentiated – and we’ve 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 - 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $70,000 - 140,000/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 als
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The midpoint of this range ($105k) is about 12% below the median disclosed salary for Minneapolis roles listed on ForgeApply ($119k across 321 jobs).
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