Analyst, Client Reporting - Parametric

About the Role

The Analyst, Client Reporting is primarily responsible for client reporting, qualitative and quantitative analysis for the Institutional and Wealth Management sales organizations. The position requires teamwork and collaboration with multiple departments and focuses on exceptional client service through timely and accurate analysis and reporting. This role is part of Parametric's hybrid working model, which includes working in the office three days a week and choosing to work remotely or in the office the remaining days of the week.

• 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.

Salary range for the position: $70,000 – 140,000 per year. Expected base pay rates will be between $70,000 and $140,000 per year at the commencement of employment. The successful candidate may be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit's incentive compensation plan, which may include a discretionary bonus component.

Fundamental benefits include:

• Medical, Prescription Drug, Dental, Vision coverage
• Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance, Disability and other insurance plans
• Paid Time Off (including Sick Leave, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays
• 401(k) plan
• Short/Long Term Disability
• Other special perks reserved for employees

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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