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 and investment management services across more than 41 countries. The firm serves corporations, governments, institutions and individuals worldwide. About Parametric Parametric is part of Morgan Stanley Investment Management and builds custom portfolios for advisors, institutions and consultants. With more than 30 years of experience, it offers efficient market exposures, systematic alpha, alternative strategies and multi‑asset portfolio design. About the Role The Analyst, Client Reporting is responsible for client reporting and qualitative/quantitative analysis for Institutional and Wealth Management sales organizations. The role requires teamwork across departments and focuses on delivering accurate, timely analysis to support client service. Primary Responsibilities 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 timely and accurate delivery of all requests. Investigate portfolio specific inquiries. Develop specialized knowledge of all relevant Parametric products and strategies. Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service. Develop full working knowledge of the firm’s structure, key personnel and organizational policies and procedures, and functional knowledge of a professional services environment. Assume other responsibilities as required. Job Requirements 4‑year degree, preferably in economics or finance. 2-4 years of industry experience. Strong math/quantitative skills and analytical writing ability. Proficient in Excel, including V‑Lookup and PivotTables. Ability to excel independently and in ambiguous situations. Ability to maintain productivity and a strong work ethic under minimal supervision. Working knowledge of statistics and familiarity with principles of portfolio management. Excellent communication and organizational skills, with ability to handle a heavy, deadline‑oriented workload. Ability to manage and coordinate simultaneous multiple‑level projects and tasks with internal departments. High attention to detail and strong sense of urgency. 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 LevelI or higher of the CFA program is a plus. Compensation and Benefits Salary range: $70,000 – $140,000 per year. Eligible for discretionary incentive compensation and the relevant business unit’s incentive plan. Full benefits package includes medical, prescription drug, dental, vision, health savings account, dependent childcare savings account, life insurance, disability, paid time off (including sick leave, parental leave and 20 vacation days annually), 10 paid holidays, 401(k) and other programs. For more information, visit the benefits portal. Equal Employment Opportunity Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a diverse workforce. Our hiring, development and advancement practices are based on skills and talents, with a strong focus on inclusion and diversity. #J-18808-Ljbffr 183 Parametric Portfolio Associates LLC