Investment Analyst - Parametric, January 2025 Entry Level Cohort - Morgan Stanley
Seattle, WA
About the Job
About Parametric
*Parametric is a place where everyone contributes. Making space for our employees to be their authentic selves lets us all benefit from more thoughtful ideas, resulting in more innovative investment solutions.*
*Parametric is a 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.*
Most roles at Parametric will be part of our hybrid working model – this includes working in office 2-3 days a week and choosing to work remotely or in the office the remaining days of the week. Office location:*Seattle office only.*
Parametric seeks to have employees grow and expand their careers over time. To be considered, hires must be eligible to work in the United States without any need for employer sponsorship upon hire or in the future. Employer work visas for international students are not supported.
*Cohort start date will be in January 2025. *This is an exciting opportunity for recent or soon to be graduates or those early in their careers looking to build a foundation in investment management.
*About The Application and Interview*
Applications will be reviewed on a rolling basis starting September 28, 2024, and continuing through October 27, 2024. Successful applicants will complete a digital questionnaire/video. Successful applicants from that stage will submit a work sample, and participate in an in-person interview typically conducted via a video call.
*About The Team*
Parametric provides systematic solutions fueled by science and prides ourselves on building genuine, long-term partnerships with our clients. The Investment Strategy team’s mandate is to create and deliver powerful stories for external and internal clients and turn investment research into real-world portfolios for investors. We meet with clients and prospects, present at events, and write papers. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. This is an opportunity to work with a dynamic and growing team while making a personal impact on a firm with a unique culture that values hard work but also encourages genuine teambuilding.
*About The Role*
We are looking for well-rounded, critical thinkers who want to be part of the future of investing. The ideal applicant is a college senior with a habit of persisting in the face of adversity who lives for the pleasure of finding things out and is fascinated by markets and economic systems.
The mission of the Investment Analyst is to develop foundational investment skills and an understanding of Parametric’s investment philosophy and approach while supporting a variety of investment work for the firm. This includes analytical requests, marketing material updates, investment performance review, and responses to client inquiries. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.
Individuals in this role join our three-year Investment Analyst Program which opens the door to various career paths within the firm upon completion of the program. The Investment Analyst Program begins with classroom training covering multiple topics over the course of your first year. This includes interactive instructions, supplementary study, and the opportunity to exchange ideas and learn from your peers. After progressing through the three distinct phases of the program, Analysts will have gained foundational knowledge to be the next generation of world class investors and have a strong understanding of Parametric’s culture.
*Job Description*
* Generate data sets and materials that support the ongoing management of Parametric investment strategies
* Provide analysis and assist in creating responses for prospects, clients and internal stakeholders
* Utilize proprietary optimization software to construct hypothetical equity index portfolios that fit the unique goals of prospective clients
* Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service
* Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience
* Develop a specialized knowledge of all relevant Parametric products
* Undertake additional professional development such as pursuit of a graduate degree and/or CFA
* Assume other responsibilities as required
*Job Requirements*
* Bachelors degree
* Demonstrated ability to solve problems using logic, creativity, and enthusiasm
* Willingness and excitement to learn and apply quantitative investment management techniques
* Strong analytical writing ability and demonstrated research capabilities
* High attention to detail and sense of urgency
* Initiative and demonstrated ability to work in an inclusive and collaborative team environment
* Excellent communication and organizational skills and ability to handle a heavy, deadline-oriented workload
* Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
*About Our Salary and Benefits:*
Salary for the position: $70,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Job: Portfolio Analysis*
Title: *Investment Analyst - Parametric, January 2025 Entry Level Cohort*
Location: *Washington-Seattle*
Requisition ID: *3259870*
*Parametric is a place where everyone contributes. Making space for our employees to be their authentic selves lets us all benefit from more thoughtful ideas, resulting in more innovative investment solutions.*
*Parametric is a 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.*
Most roles at Parametric will be part of our hybrid working model – this includes working in office 2-3 days a week and choosing to work remotely or in the office the remaining days of the week. Office location:*Seattle office only.*
Parametric seeks to have employees grow and expand their careers over time. To be considered, hires must be eligible to work in the United States without any need for employer sponsorship upon hire or in the future. Employer work visas for international students are not supported.
*Cohort start date will be in January 2025. *This is an exciting opportunity for recent or soon to be graduates or those early in their careers looking to build a foundation in investment management.
*About The Application and Interview*
Applications will be reviewed on a rolling basis starting September 28, 2024, and continuing through October 27, 2024. Successful applicants will complete a digital questionnaire/video. Successful applicants from that stage will submit a work sample, and participate in an in-person interview typically conducted via a video call.
*About The Team*
Parametric provides systematic solutions fueled by science and prides ourselves on building genuine, long-term partnerships with our clients. The Investment Strategy team’s mandate is to create and deliver powerful stories for external and internal clients and turn investment research into real-world portfolios for investors. We meet with clients and prospects, present at events, and write papers. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. This is an opportunity to work with a dynamic and growing team while making a personal impact on a firm with a unique culture that values hard work but also encourages genuine teambuilding.
*About The Role*
We are looking for well-rounded, critical thinkers who want to be part of the future of investing. The ideal applicant is a college senior with a habit of persisting in the face of adversity who lives for the pleasure of finding things out and is fascinated by markets and economic systems.
The mission of the Investment Analyst is to develop foundational investment skills and an understanding of Parametric’s investment philosophy and approach while supporting a variety of investment work for the firm. This includes analytical requests, marketing material updates, investment performance review, and responses to client inquiries. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.
Individuals in this role join our three-year Investment Analyst Program which opens the door to various career paths within the firm upon completion of the program. The Investment Analyst Program begins with classroom training covering multiple topics over the course of your first year. This includes interactive instructions, supplementary study, and the opportunity to exchange ideas and learn from your peers. After progressing through the three distinct phases of the program, Analysts will have gained foundational knowledge to be the next generation of world class investors and have a strong understanding of Parametric’s culture.
*Job Description*
* Generate data sets and materials that support the ongoing management of Parametric investment strategies
* Provide analysis and assist in creating responses for prospects, clients and internal stakeholders
* Utilize proprietary optimization software to construct hypothetical equity index portfolios that fit the unique goals of prospective clients
* Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service
* Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience
* Develop a specialized knowledge of all relevant Parametric products
* Undertake additional professional development such as pursuit of a graduate degree and/or CFA
* Assume other responsibilities as required
*Job Requirements*
* Bachelors degree
* Demonstrated ability to solve problems using logic, creativity, and enthusiasm
* Willingness and excitement to learn and apply quantitative investment management techniques
* Strong analytical writing ability and demonstrated research capabilities
* High attention to detail and sense of urgency
* Initiative and demonstrated ability to work in an inclusive and collaborative team environment
* Excellent communication and organizational skills and ability to handle a heavy, deadline-oriented workload
* Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
*About Our Salary and Benefits:*
Salary for the position: $70,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Job: Portfolio Analysis*
Title: *Investment Analyst - Parametric, January 2025 Entry Level Cohort*
Location: *Washington-Seattle*
Requisition ID: *3259870*
Source : Morgan Stanley