Analyst, Client Reporting - Parametric

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

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.

The Analyst, Client Reporting is primarily responsible for client reporting, qualitative and quantitative analysis for the Institutional and Wealth Management sales organizations. The position will require teamwork and collaboration with multiple departments. Although interactions with the end client are limited, the role is focused on providing exceptional client service through timely and accurate analysis and reporting.

• Prepare quarterly, monthly and ad hoc analysis and client reporting for institutional and/or wealth management clients.
• Perform detailed review of client deliverables.
• Design, prepare and review custom institutional client reports utilizing Factset, Excel, and Word.
• Assist with designing tactical reporting solutions for new products.
• Manage the timely and accurate delivery of all requests.
• Investigate portfolio specific inquiries.
• Develop a specialized knowledge of all relevant Parametric products and strategies.
• Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service.
• Develop a full working knowledge of the firm s structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
• Assume other responsibilities as required.

• 4-year degree, preferably in related discipline such as economics or finance.
• 2-4 years of industry experience.
• Strong math/quantitative skills and analytical writing ability.
• Proficient in Excel including using V-Lookup and Pivot Tables.
• Ability to excel independently and in ambiguous situations.
• Ability to maintain productivity and strong work ethic under minimal supervision.
• Working knowledge of statistics and familiarity with the principles of portfolio management.
• Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments.
• High attention to detail and strong sense of urgency.
• Must possess a high level of initiative.
• Familiarity with Factset, Bloomberg and other analysis tools is a plus.
• Proficiency in macro and code writing is a plus.
• Completion of Level I or higher of the CFA program 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.

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…