Investment Analyst -parametric

Morgan Stanley

Minneapolis, United States
$60,000 - 90,000pyr; bonus/equity: eligible for an...
Hybrid
Proprietary investment management software
Daily reporting accuracy
Client relationship management
The Investment Analyst is an integral part of the Overlay Solutions portfolio management team, developing foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management

Job Summary

  • The Investment Analyst is an integral part of the Overlay Solutions portfolio management team, developing foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management.
  • Primary responsibilities include utilizing proprietary software for customized daily reports, reviewing data feeds for accuracy, assisting in client-requested research projects, and conducting audits on client accounts.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Dental, Vision, Paid Time Off, 401(k), and other special perks, alongside opportunities for professional development such as the CFA program.

Matching Summary

The Investment Analyst is an integral part of the Overlay Solutions portfolio management team, developing foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management.

Salary

$60,000 - 90,000/Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Full spectrum of benefits offered

Skills & Requirements

Must-have

  • proprietary investment management software
  • daily reporting accuracy
  • client relationship management
  • customized reporting
  • quantitative research

Nice-to-have

  • critical thinker
  • teamwork and collaboration
  • problem solving
  • inclusive and collaborative team environment
  • long-term partnerships

Key Requirements

  • Bachelor's Degree in finance, accounting, or related field
  • Investment management or related industry experience a plus
  • Must be a self-starter
  • Excellent quantitative and communication skills
  • High attention to detail and time management

Work Rights

Not specified

Tailored Resume

Cover Letter