Investment Analyst - Parametric at Morgan Stanley

About Morgan Stanley

Morgan Stanley is a premier global financial services firm providing a broad spectrum of services, including investment banking, securities, wealth management, and investment management. Serving clients worldwide from over 41 countries, the firm caters to corporations, governments, institutions, and individuals.

About Parametric

Parametric operates within Morgan Stanley Investment Management, focusing on partnering with advisors, institutions, and consultants to build portfolios that align with client priorities. With over 30 years of leadership in customized solutions, Parametric facilitates efficient market exposures, addresses implementation challenges, and crafts multi-asset portfolios suited to evolving client needs. It also offers systematic alpha and alternative strategies to complement core investments.

Working Model

This position follows Parametric's hybrid work policy, requiring attendance at the office three days a week, with flexibility to work remotely or in-office for the remaining days.

Team Overview

The Investment Strategy team develops compelling narratives for both external and internal stakeholders and translates investment research into practical portfolios. Their work includes intricate custom analysis, mandate design, strategy evolution, product development, client meetings, event presentations, and authorship of research papers.

Role Overview

This role suits early career professionals, providing comprehensive classroom training encompassing multiple subjects, interactive sessions, supplementary study, and peer collaboration. Completion of three training phases equips analysts with foundational investment knowledge and a thorough understanding of Parametric's culture.

Key Responsibilities

• Compile and generate data supporting the active management of Parametric’s investment strategies.
• Conduct analyses and assist in drafting responses for prospects, clients, and internal teams.
• Employ proprietary optimization tools to build hypothetical equity index portfolios tailored to prospective client objectives.
• Maintain departmental professionalism, accuracy, responsiveness, and client service standards.
• Contribute ideas to boost operational efficiency, mitigate risks, and enhance client experiences.
• Acquire in-depth knowledge of all relevant Parametric products.
• Pursue further professional development, including graduate studies or CFA certification.
• Perform additional duties as assigned.

Qualifications and Skills

• Bachelor’s degree required.
• Minimum of 3 years of relevant experience.
• Demonstrated problem-solving skills combining logic, creativity, and enthusiasm.
• Strong eagerness to learn and apply quantitative investment management approaches.
• Excellent analytical writing and research abilities.
• Meticulous attention to detail and strong sense of urgency.
• Proactive initiative with a capacity to thrive in an inclusive, collaborative team setting.
• Effective communication and organizational skills capable of handling demanding deadlines.
• Familiarity or willingness to learn Excel, programming languages, and other analytical tools.
• Preferred but not mandatory: CFA progress or similar financial credentials, and a foundation in investment science and modern portfolio theory.

Company Culture and Values

Parametric values each team member's broad contribution beyond defined duties, fostering success through shared responsibility. Morgan Stanley's core principles include client-first focus, integrity, innovation, diversity, inclusion, and community engagement. The firm supports career development, collaborative teamwork, and work-life balance through comprehensive benefits and opportunities for internal mobility.

Equal Opportunity Employer Statement

Morgan Stanley is dedicated to cultivating a diverse and inclusive workforce, emphasizing skill-based hiring and advancement. The company reflects diversity in its global teams and maintains a culture centered on inclusion.