Investment Analyst - Parametric at E*TRADE from… · Minneapol…

Summary: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. The Investment Analyst role is part of Parametric's portfolio management team, focusing on supporting daily portfolio management and developing foundational investment skills while ensuring accuracy in reporting and client service. Responsibilities: - Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions - Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process - Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship - Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team - Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients - Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience - Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge - Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service - Undertake additional professional development such as the CFA program - Assume other responsibilities as required Required Qualifications: - Bachelor's Degree in finance, accounting, or a related field - Strong interest building a career in Investment Management, working with institutional investment portfolios - Demonstrated ability to solve problems using logic, creativity, and enthusiasm - Familiarity with or willingness to learn Excel, coding languages, and other analytical tools - Must be a self-starter with excellent quantitative and communication skills - High attention to detail and time management - Initiative and demonstrated ability to work in an inclusive and collaborative team environment Preferred Qualifications: - Investment management or related industry experience a plus Required Skills: Investment management, Portfolio management, Excel, Coding languages, Quantitative skills, Analytical tools Benefits: 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), Short/Long Term Disability