Digital Reporting Analyst - Parametric at Morgan Stanley · Seattle

Summary: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and asset management services. The Digital Reporting Analyst will coordinate and support the publishing of client reporting data on the digital platform, collaborating with product and technology teams to enhance reporting strategies. Responsibilities: - Coordinate and support the monthly and quarterly processes for publishing client reporting data on the digital platform. This includes reviewing data, making decisions related to timing of critical steps, and managing email notifications to external users - Report and track bugs and enhancement requests for the digital reporting platform, including testing in UAT and providing business approval - Collaborate with product managers to determine requirements for new strategies requiring reporting on the digital platform - Review requirements to identify existing reporting elements and new components - Define necessary steps and assign responsibilities to support new reporting initiatives - Identify and evaluate new data sources in collaboration with subject matter experts - Coordinate with the digital team to create mock-ups - Work with PSM to prioritize projects on the roadmap - Support tactical client reporting projects as needed outside of the digital reporting platform Required Qualifications: - 4-year degree or equivalent, preferably in a related discipline such as Business, Finance, or Economics - Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, equities, mutual funds, hedge funds, private equity) - Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions - Asset management performance calculation knowledge - Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload - Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts - High attention to detail and strong sense of urgency - Must possess a high level of initiative - Ability to think strategically and build on system capabilities - Able to maintain a high level of confidentiality - Ability to excel independently and in ambiguous situations Preferred Qualifications: - 1-3 years of related industry/work (inclusive of internships) experience preferred - Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus - Interest in leveraging technology in the reporting process: prior experience or exposure to technology tools such as Python, Alteryx, SQL is beneficial but not required Required Skills: Digital reporting, Excel, Asset management knowledge Important Skills: Accounting principles, Python, SQL Nice-to-Have Skills: Communication skills, Organizational skills, Attention to detail, Initiative, Confidentiality 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