Portfolio Management Analyst - 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 more information, visit www.morganstanley.com.

About Parametric

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’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 evolving needs. We also offer systematic alpha and alternative strategies to complement clients’ core holdings.

Team & Role

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 Portfolio Management Analyst is a junior, development-track role designed to expand our client-facing service capacity, while also supporting strategic projects that scale our servicing model through increased efficiency, standardization, and repeatability.

This position sits on the Fixed Income portfolio management team and will initially focus on core execution-inbox and request triage, data preparation, client reporting, and presentation support to protect service quality as the business scales. It will provide reliable backup coverage for senior team members. Over time, the Analyst will build investment fluency and relationship management skills to support high-value advisor teams, engage in proactive advisor engagement, and strengthen long-term bench depth. The role also partners on technology and workflow enhancements (e.g., Tableau dashboards, automation, and process improvements) to modernize how outcomes are delivered.

Primary Responsibilities

Investment Team Support

• Serve as a front-line resource for fixed income product, strategy, and account-specific inquiries from advisors, clients, and internal partners; escalate to Portfolio Managers as appropriate.
• Support (and over time, increasingly lead) advisor and client interactions, including market updates, portfolio positioning discussions, and ongoing relationship touchpoints.
• Coordinate and support platform due diligence and review meetings (quarterly/annual), including preparation of materials, data requests, and ongoing support.
• Help manage one-off advisor/team needs by tracking open items, coordinating responses, and ensuring timely follow-through across stakeholders.
• Help maintain a working view of current macro conditions and develop timely talking points for advisor messaging; assist with competitor positioning requests and coordination with the sales desk as needed.
• Help manage shared team workflows including group inbox coverage, triage/prioritization of inbound requests, SLA discipline, and escalation protocols.
• Act as a day-to-day liaison between the portfolio management team and internal partners (sales, client service, platform teams), ensuring feedback loops and process updates are communicated effectively.
• Collaborate with portfolio managers and team members on projects aimed at improving efficiency and strengthening the client service model.

Marketing Support

• Own the maintenance of standard quarterly presentation templates and support the build of bespoke advisor/client materials.
• Act as a liaison with the marketing team to ensure ongoing maintenance of existing materials and coordination/support for new content and updates.
• Gather, validate, analyze, and package data for client-facing reporting, presentations, and sales collateral (performance, attribution drivers, exposures, trades, and market context).
• Produce “ready-to-send” materials that reflect a high-quality client experience, including clear narratives, consistent formatting, and tight turnaround execution.
• Help support thought leadership in partnership with Portfolio Managers (e.g., market commentary, short-form insights, and advisor-facing content).

Process Improvement Support

• Build and maintain Tableau dashboards to enhance reporting, advisor engagement, and delivery of market/portfolio insights.
• Contribute to workflow automation and data projects as prioritized by the investment team as needed.
• Partner with investment team members to identify efficiency opportunities and help drive adoption of tools that modernize client deliverables and the team operating model.

Job Requirements

• Bachelor’s degree in Finance, Economics, Business, or related field (advanced degree or CFA progress a plus).
• 0–3 years of experience in asset management, trading, or financial services; exposure to fixed income or municipal markets preferred.
• Excellent written and verbal communication skills, with the ability to simplify complex concepts for clients and internal partners.
• Desire to work in a client-facing capacity, often requiring direct engagement with clients and internal partners.
• Highly organized with strong time management; able to balance multiple projects in a fast-paced environment.
• Strong analytical and quantitative skills; proficiency in Excel and PowerPoint required.
• Data skills (Tableau, SQL, VBA, or Python) a plus, especially for integrating fixed income datasets into client- and PM-facing dashboards.

Parametric believes each member of our organization makes a significant contribution to our success. This job description outlines primary duties and qualifications. Every team member is expected to offer services wherever necessary to ensure client success.

What You Can Expect from Morgan Stanley

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 have done so for 90 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions to do what’s best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. You’ll find opportunities to work with bright colleagues in an empowering environment. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We support our employees and their families with comprehensive benefits and opportunities to grow within the firm.

To learn more about our offices across the globe, copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $70,000 and $140,000 per year at the start of employment. Base pay is determined on an individualized basis and is part of the total compensation package, which may include commission, incentive compensation, discretionary bonuses, other short- and long-term incentives, and Morgan Stanley-sponsored benefits.

Morgan Stanley is an equal opportunity employer committed to building a diverse workforce. Our recruiting reflects a culture of inclusion where individuals are hired, developed, and advanced based on skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.