Investment Analyst - Parametric

About Parametric (Morgan Stanley Investment Management)

Parametric is part of Morgan Stanley Investment Management. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to their clients. We offer custom solutions, systematic alpha, and alternative strategies to complement clients’ core holdings.

Work Model

This role is part of Parametric’s hybrid working model: working in the office 3 days a week, with the remaining days either remote or in the office.

The Role

Support the Investment Strategy team in the management, analysis, and client servicing of equity options and derivatives strategies. Responsibilities include preparing portfolio and market analysis, supporting client communications, and assisting with the development of strategy-related materials and reporting. The role works closely with investment strategists, portfolio managers, and internal partners to support the growth and retention of client assets.

Primary Responsibilities

• Assist the Investment Strategy team with day-to-day client servicing, including responding to product- and account-specific inquiries and coordinating requests for strategy information from clients, Financial Advisors, and internal partners.
• Support analysis of portfolio exposures, options positions, strategy performance, market developments, and volatility trends across client accounts and strategies.
• Gather and analyze data used to prepare investment commentary, strategy updates, client communications, presentations, reports, and marketing collateral.
• Manage multiple group inboxes, ensuring requests are prioritized, addressed in a timely manner, and routed to appropriate team members when necessary.
• Collaborate with strategists, portfolio managers/traders, technology, operations, distribution, and other internal teams to support client needs and continuously improve processes and client service.
• Assist with account reconciliation processes to ensure options trades and strategy activity are accurately reflected in client accounts.
• Other responsibilities as assigned.

Job Qualifications

• Bachelor’s degree or equivalent work experience (degree in finance, economics, mathematics, or a related field preferred).
• 1+ years of relevant experience in financial services (wealth management, asset management, Financial Advisor support, family offices, or related areas preferred).
• Knowledge of options and derivatives strategies preferred.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated problem-solving, analytical, and quantitative skills with a high attention to detail.
• Highly organized with the ability to manage multiple tasks and priorities.
• Ability to work independently and collaboratively in a team environment.
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and the ability to learn additional software platforms.
• Interest in exploring and responsibly leveraging artificial intelligence and other emerging technologies to improve efficiency, analysis, communication, and team workflows.
• Familiarity using Bloomberg Terminal preferred.

Compensation

Salary range for the position: $70,000 - $140,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award and/or participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.