[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"all-featured-jobs-us":3,"job-search-\u002Fde-us\u002Fcompany\u002Fparametric-portfolio-associates-llc":6,"company-filters-\u002Fde-us\u002Fcompany\u002Fparametric-portfolio-associates-llc":194,"company-parametric-portfolio-associates-llc-de-us":304},{"total":4,"jobs":5},0,[],{"total":7,"jobs":8},8,[9,53,74,87,101,130,155,175],{"id":10,"slug":11,"title":12,"raw_title":13,"is_featured":14,"company":15,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":18,"processed_country_iso_code_gmaps":20,"processed_home_office":22,"processed_salary_min":23,"processed_salary_max":24,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":27,"processed_employment_types":29,"processed_it_skills":30,"processed_it_skills_labels":34,"processed_job_expertise_skills":42,"processed_job_expertise_skills_labels":43,"max_cpc":51,"actual_cpc":52},85703,"analyst-senior-analyst-client-reporting-parametric-parametric-portfolio-associates-llc","Analyst \u002F Senior Analyst, Client Reporting - Parametric",null,false,{"name":16,"slug":17,"logo_url":13},"Parametric Portfolio Associates LLC","parametric-portfolio-associates-llc",[19],"Seattle",[21],"US","hybrid",70000,140000,"USD","estimated",[28],"FULL_TIME","permanent",{"vba":31,"word":32,"excel":33,"python":31,"factset":32,"bloomberg":31,"powerpoint":32},2,3,4,[35,36,37,38,39,40,41],"Excel","PowerPoint","Word","FactSet","Bloomberg","VBA","Python",{"statistics":32,"cfa level i":31,"client reporting":33,"financial analysis":33,"investment products":32,"portfolio management":32,"quantitative analysis":33},[44,45,46,47,48,49,50],"Client Reporting","Quantitative Analysis","Portfolio Management","Statistics","Financial Analysis","Investment Products","CFA Level I",1,1.5,{"id":54,"slug":55,"title":56,"raw_title":13,"is_featured":14,"company":57,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":58,"processed_country_iso_code_gmaps":60,"processed_home_office":22,"processed_salary_min":61,"processed_salary_max":62,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":63,"processed_employment_types":29,"processed_it_skills":64,"processed_it_skills_labels":65,"processed_job_expertise_skills":67,"processed_job_expertise_skills_labels":68,"max_cpc":51,"actual_cpc":52},85629,"investment-analyst-parametric-parametric-portfolio-associates-llc-3","Investment Analyst - Parametric",{"name":16,"slug":17,"logo_url":13},[59],"Edina",[21],60000,90000,[28],{"excel":32,"coding languages":31},[35,66],"Coding Languages",{"auditing":32,"research":32,"financial reporting":32,"portfolio management":32,"investment management":32,"quantitative analysis":32,"client relationship management":32},[69,46,70,71,72,73,45],"Investment Management","Financial Reporting","Client Relationship Management","Research","Auditing",{"id":75,"slug":76,"title":56,"raw_title":13,"is_featured":14,"company":77,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":78,"processed_country_iso_code_gmaps":79,"processed_home_office":22,"processed_salary_min":61,"processed_salary_max":62,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":80,"processed_employment_types":29,"processed_it_skills":81,"processed_it_skills_labels":82,"processed_job_expertise_skills":83,"processed_job_expertise_skills_labels":84,"max_cpc":51,"actual_cpc":52},85630,"investment-analyst-parametric-parametric-portfolio-associates-llc-4",{"name":16,"slug":17,"logo_url":13},[59],[21],[28],{"excel":32,"coding languages":31},[35,66],{"auditing":31,"cfa program":31,"data analysis":32,"financial reporting":32,"portfolio management":32,"investment management":32,"quantitative analysis":32,"client relationship management":32},[69,46,70,85,71,73,45,86],"Data Analysis","CFA Program",{"id":88,"slug":89,"title":56,"raw_title":13,"is_featured":14,"company":90,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":91,"processed_country_iso_code_gmaps":92,"processed_home_office":22,"processed_salary_min":61,"processed_salary_max":62,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":93,"processed_employment_types":29,"processed_it_skills":94,"processed_it_skills_labels":95,"processed_job_expertise_skills":97,"processed_job_expertise_skills_labels":98,"max_cpc":51,"actual_cpc":52},85628,"investment-analyst-parametric-parametric-portfolio-associates-llc-2",{"name":16,"slug":17,"logo_url":13},[59],[21],[28],{"excel":31,"analytical tools":31,"coding languages":31},[35,66,96],"Analytical Tools",{"auditing":32,"cfa program":31,"performance review":32,"financial reporting":32,"portfolio management":32,"investment management":32,"quantitative research":32},[69,46,99,70,100,73,86],"Quantitative Research","Performance Review",{"id":102,"slug":103,"title":104,"raw_title":13,"is_featured":14,"company":105,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":106,"processed_country_iso_code_gmaps":108,"processed_home_office":22,"processed_salary_min":23,"processed_salary_max":24,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":109,"processed_employment_types":29,"processed_it_skills":110,"processed_it_skills_labels":111,"processed_job_expertise_skills":113,"processed_job_expertise_skills_labels":114,"max_cpc":51,"actual_cpc":52},85581,"associate-consultant-relations-parametric-parametric-portfolio-associates-llc","Associate, Consultant Relations - Parametric",{"name":16,"slug":17,"logo_url":13},[107],"Boston",[21],[28],{"salesforce":32},[112],"Salesforce",{"client issues":32,"ai initiatives":31,"industry trends":32,"client onboarding":32,"product knowledge":32,"account maintenance":32,"investment management":32,"workflow improvements":32,"reporting enhancements":32,"consultant presentations":32,"briefing memo preparation":32,"operational process redesign":32,"relationship review materials":32,"opportunity pipeline management":32,"board meeting content preparation":32,"client meeting materials preparation":32},[69,115,116,117,118,119,120,121,122,123,124,125,126,127,128,129],"Client Onboarding","Account Maintenance","Opportunity Pipeline Management","Briefing Memo Preparation","Client Meeting Materials Preparation","Consultant Presentations","Board Meeting Content Preparation","Relationship Review Materials","Workflow Improvements","AI Initiatives","Reporting Enhancements","Operational Process Redesign","Product Knowledge","Industry Trends","Client Issues",{"id":131,"slug":132,"title":133,"raw_title":13,"is_featured":14,"company":134,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":135,"processed_country_iso_code_gmaps":136,"processed_home_office":22,"processed_salary_min":23,"processed_salary_max":24,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":137,"processed_employment_types":29,"processed_it_skills":138,"processed_it_skills_labels":139,"processed_job_expertise_skills":144,"processed_job_expertise_skills_labels":145,"max_cpc":51,"actual_cpc":52},75512,"analyst-performance-attribution-parametric-parametric-portfolio-associates-llc","Analyst, Performance Attribution - Parametric",{"name":16,"slug":17,"logo_url":13},[19],[21],[28],{"sql":31,"barra":31,"excel":33,"python":31,"factset":31,"tableau":31,"power bi":31,"bloomberg":31},[35,41,140,141,142,38,39,143],"SQL","Tableau","Power BI","Barra",{"data integrity":32,"asset management":33,"client reporting":33,"portfolio analysis":33,"financial reporting":33,"accounting principles":32,"alternative investments":32,"performance attribution":33,"performance calculation":33,"investment products knowledge":33,"attribution theory and practice":33},[146,147,148,149,150,151,152,153,70,44,154],"Performance Attribution","Asset Management","Alternative Investments","Accounting Principles","Performance Calculation","Attribution Theory and Practice","Portfolio Analysis","Data Integrity","Investment Products Knowledge",{"id":156,"slug":157,"title":158,"raw_title":13,"is_featured":14,"company":159,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":160,"processed_country_iso_code_gmaps":161,"processed_home_office":22,"processed_salary_min":23,"processed_salary_max":24,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":162,"processed_employment_types":29,"processed_it_skills":163,"processed_it_skills_labels":164,"processed_job_expertise_skills":167,"processed_job_expertise_skills_labels":168,"max_cpc":51,"actual_cpc":52},49019,"associate-portfolio-manager-parametric-parametric-portfolio-associates-llc","Associate Portfolio Manager - Parametric",{"name":16,"slug":17,"logo_url":13},[19],[21],[28],{"excel":32,"programming":32,"data analysis":33,"portfolio optimization tools":33},[165,85,35,166],"Portfolio Optimization Tools","Programming",{"benchmarking":33,"risk management":33,"financial modeling":32,"trading strategies":32,"portfolio management":33,"quantitative analysis":33,"performance measurement":33,"tax-efficient investing":33},[46,45,169,170,171,172,173,174],"Tax-Efficient Investing","Risk Management","Performance Measurement","Benchmarking","Trading Strategies","Financial Modeling",{"id":176,"slug":177,"title":178,"raw_title":13,"is_featured":14,"company":179,"raw_hiringOrganization_logo_url":13,"processed_city_gmaps":180,"processed_country_iso_code_gmaps":181,"processed_home_office":22,"processed_salary_min":23,"processed_salary_max":24,"processed_salary_currency":25,"processed_salary_source":26,"processed_working_hours":182,"processed_employment_types":29,"processed_it_skills":183,"processed_it_skills_labels":184,"processed_job_expertise_skills":186,"processed_job_expertise_skills_labels":187,"max_cpc":51,"actual_cpc":52},48763,"associate-institutional-business-development-parametric-parametric-portfolio-associates-llc","Associate, Institutional Business Development - Parametric",{"name":16,"slug":17,"logo_url":13},[107],[21],[28],{"salesforce":32,"microsoft office":32},[185,112],"Microsoft Office",{"crm maintenance":32,"proposal creation":32,"institutional sales":32,"meeting preparation":32,"pipeline management":32,"process improvement":32},[188,189,190,191,192,193],"Institutional Sales","Pipeline Management","CRM Maintenance","Meeting Preparation","Proposal Creation","Process Improvement",{"industry":195,"employment_type":199,"expertise_skills":202,"it_skills":255,"salary_currency":300,"processed_working_hours":302},[196],{"key":197,"label":198,"count":7},"financial services","Financial Services",[200],{"key":29,"label":201,"count":7},"PERMANENT",[203,206,208,210,212,214,217,219,221,223,226,229,231,233,235,237,239,241,243,245,247,249,251,253],{"key":204,"label":46,"slug":204,"count":205},"portfolio-management",5,{"key":207,"label":69,"slug":207,"count":33},"investment-management",{"key":209,"label":45,"slug":209,"count":33},"quantitative-analysis",{"key":211,"label":70,"slug":211,"count":33},"financial-reporting",{"key":213,"label":73,"slug":213,"count":32},"auditing",{"key":215,"label":216,"slug":215,"count":31},"cfa-program","Cfa Program",{"key":218,"label":71,"slug":218,"count":31},"client-relationship-management",{"key":220,"label":44,"slug":220,"count":31},"client-reporting",{"key":222,"label":193,"slug":222,"count":51},"process-improvement",{"key":224,"label":225,"slug":224,"count":51},"attribution-theory-and-practice","Attribution Theory And Practice",{"key":227,"label":228,"slug":227,"count":51},"cfa-level-i","Cfa Level I",{"key":230,"label":119,"slug":230,"count":51},"client-meeting-materials-preparation",{"key":232,"label":115,"slug":232,"count":51},"client-onboarding",{"key":234,"label":189,"slug":234,"count":51},"pipeline-management",{"key":236,"label":152,"slug":236,"count":51},"portfolio-analysis",{"key":238,"label":99,"slug":238,"count":51},"quantitative-research",{"key":240,"label":188,"slug":240,"count":51},"institutional-sales",{"key":242,"label":170,"slug":242,"count":51},"risk-management",{"key":244,"label":174,"slug":244,"count":51},"financial-modeling",{"key":246,"label":150,"slug":246,"count":51},"performance-calculation",{"key":248,"label":172,"slug":248,"count":51},"benchmarking",{"key":250,"label":154,"slug":250,"count":51},"investment-products-knowledge",{"key":252,"label":121,"slug":252,"count":51},"board-meeting-content-preparation",{"key":254,"label":148,"slug":254,"count":51},"alternative-investments",[256,260,262,264,267,269,271,273,275,278,280,282,285,288,291,293,296,298],{"key":257,"label":258,"slug":257,"count":259},"ms-excel","MS Excel",6,{"key":261,"label":66,"slug":261,"count":32},"coding-languages",{"key":263,"label":41,"slug":263,"count":31},"python",{"key":265,"label":266,"slug":265,"count":31},"factset","Factset",{"key":268,"label":39,"slug":268,"count":31},"bloomberg",{"key":270,"label":112,"slug":270,"count":31},"salesforce",{"key":272,"label":96,"slug":272,"count":51},"analytical-tools",{"key":274,"label":140,"slug":274,"count":51},"sql",{"key":276,"label":277,"slug":276,"count":51},"vba","Vba",{"key":279,"label":85,"slug":279,"count":51},"data-analysis",{"key":281,"label":165,"slug":281,"count":51},"portfolio-optimization-tools",{"key":283,"label":284,"slug":283,"count":51},"ms-powerbi","MS PowerBI",{"key":286,"label":287,"slug":286,"count":51},"ms-word","MS Word",{"key":289,"label":290,"slug":289,"count":51},"ms-powerpoint","MS PowerPoint",{"key":292,"label":166,"slug":292,"count":51},"programming",{"key":294,"label":295,"slug":294,"count":51},"ms-office","MS Office",{"key":297,"label":141,"slug":297,"count":51},"tableau",{"key":299,"label":143,"slug":299,"count":51},"barra",[301],{"key":25,"label":25,"count":7},[303],{"key":28,"label":28,"count":7},{"name":16,"slug":17,"logo_url":13,"id":305,"jobs":306,"description_de":13,"description_en":13,"industry":13,"headquarters_city":13,"headquarters_country_iso":13,"latitude":13,"longitude":13,"website_url":13,"raw_street":13,"raw_city":13,"raw_zip_code":13,"raw_country":13,"raw_legal_form":13,"raw_bafin_id":13,"raw_trade_names":13,"raw_permissions":13,"translations":13},3873,[307,313,316,319,321,322,324,326,331,336,341,343,347,352],{"id":308,"slug":309,"title":310,"location":13,"raw_job_location_address_addressLocality":311,"raw_hiringOrganization_logo_url":13,"raw_description":312},60461,"rfp-specialist-parametric-183-parametric-portfolio-associates-llc","RFP Specialist - Parametric","Seattle WA 800","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 further information about Morgan Stanley, please 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. ABOUT THE ROLE The Request for Proposal (RFP) Specialist is responsible for supporting the Institutional and Wealth Management distribution channels by responding to recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. The Investment Proposals team serves as the hub through which information is compiled and disseminated to both internal and external clients. The position requires collaboration with multiple teams so we are seeking an individual with high initiative that has demonstrated the ability to work collaboratively in a team environment. The candidate must be detail oriented, have excellent communication and organizational skills. PRIMARY RESPONSIBILITIES Construct drafts, progressing to independent completion of Requests for Proposals\u002FInformation (RFP\u002FRFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and making sure content complies with Parametric’s brand and guidelines. Responsible for supporting, and eventually independently completing, quarterly, monthly and ad hoc due diligence requests. Partner with Content Specialist to construct Sample RFPs. Help ensure accuracy within the RFP response database (Loopio). Gain exposure to completion of Institutional RFPs and requests with a higher level of complexity\u002Fcustomization Use AI and automation tools to enhance RFP response development, including initial drafting, content reuse, and quality checks, while ensuring alignment with firm standards and SME input Explore and evaluate opportunities to leverage AI-enabled tools to enhance RFP workflow processes, drive efficiencies, and support continuous improvement Develop a full working knowledge of the firm's structure, key personnel, organizational policies and procedures, and investment\u002Fproduct knowledge Develop strong relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams and understand client needs to create customized RFP responses that highlight the firm’s strategic and competitive advantage Gain mastery of internal systems and team organization\u002Fworkflow management with assistance from more senior team members\u002Fmanagement Some interaction with compliance\u002Flegal to review and obtain approvals of materials. Partner with Data Team to ensure the quantitative information is accurately providing the response needed for the deliverable Some interaction with compliance\u002Flegal to review and obtain approvals of materials. Gain mastery of internal systems and team organization\u002Fworkflow management with assistance from more senior team members\u002Fmanagement Act as a contributing member of the team, participating in projects guided by Sr. RFP Specialists and\u002For management Assume other responsibilities as required JOB QUALIFICATIONS 4-year degree or equivalent, preferably in a related discipline such as business, finance, or economics. Interest in financial services and a desire to learn more and\u002For pursue a career in the industry 1-3 years of work experience (inclusive of internships) and\u002For 1-3 years of writing experience preferred. Strong written and oral communication skills with a high attention to detail and accuracy. Must have excellent organizational skills and be able to handle a heavy, deadline-oriented workload. Superior project management abilities. Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment. Proficiency in Word and Excel desired and additional quantitative skills preferred but not required. Demonstrated willingness to adopt and use AI-enabled tools to support RFP workflows, enhance efficiency, and improve deliverable quality. Please enclose a cover letter with your application. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $60,000-$90,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":102,"slug":103,"title":104,"location":13,"raw_job_location_address_addressLocality":314,"raw_hiringOrganization_logo_url":13,"raw_description":315},"Boston MA 1 Post Ofc Sq","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 further information about Morgan Stanley, please 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which requires working in the office 3 days a week and remotely the remaining days of the week. ABOUT THE TEAM The Institutional Distribution Support team sits within the broader Institutional Sales &amp; Service team at Parametric and consists of associates and coordinators who act as the internal liaisons between external facing directors and all other teams at Parametric to ensure that requests from clients, consultants, and prospects are handled quickly, efficiently, and with a high level of white-glove service. The team is also responsible for management of the CRM (Salesforce), data and analytics, and continued process improvements for the distribution team. ABOUT THE ROLE The Client and Consultant Relations Associate (CRA) supports Parametric's efforts to build and maintain business with investment consultants to effectively execute our business strategy and achieve new business goals. The CRA coordinates closely with senior members of the team and other internal groups to provide detailed firm and investment strategy information to consultants. In addition, the CRA will collaborate extensively with Sales and Relationship Management to create and convert opportunities via investment consultants, and provide excellent day-to-day support for this important distribution channel. PRIMARY RESPONSIBILITIES Support external facing directors in building connections with key research individuals to more cogently introduce relevant strategies and timely thought capital Manage client onboarding, account maintenance activities, and opportunity pipelines within a dedicated CRM (Salesforce) Prepare briefing memos, client meeting materials, consultant presentations, board meeting content, and relationship review materials by gathering information from CRM and subject matter experts across the firm. Partner with leadership and cross-functional teams on workflow improvements, AI initiatives, reporting enhancements, and operational process redesign efforts Develop a thorough understanding of key revenue drivers via the consultant community, and proactively offer ways to enhance related reporting through collaboration with internal stakeholders Continuously cultivate product knowledge, industry trends, and client issues to ultimately become a better resource for both consultants and internal teams JOB QUALIFICATIONS Bachelor’s degree or equivalent is required 2+ years’ experience working in the investment management industry Ability to work well with a variety of people at all levels of an organization and build trusted relationships with colleagues in other locations Strong communication, organizational and time-management skills; ability to operate in a fast-paced environment Results-oriented with a strong bias to action Growing knowledge of current market trends and the competitive landscape A collaborative approach, yet with enough tenacity to share opinions and offer creative solutions Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $70,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Salary range for the position: $70,000 - 140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":88,"slug":89,"title":56,"location":13,"raw_job_location_address_addressLocality":317,"raw_hiringOrganization_logo_url":13,"raw_description":318},"Edina MN 3600","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 further information about Morgan Stanley, please 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 is 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. ABOUT THE ROLE The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success. Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work. 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 further information about Morgan Stanley, please 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 is 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. ABOUT THE ROLE The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success. Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work. PRIMARY 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. JOB REQUIREMENTS 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 Investment management or related industry experience a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $60,000 - 90,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":54,"slug":55,"title":56,"location":13,"raw_job_location_address_addressLocality":317,"raw_hiringOrganization_logo_url":13,"raw_description":320},"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 further information about Morgan Stanley, please 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 is 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. ABOUT THE ROLE The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success. PRIMARY 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. JOB REQUIREMENTS 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 Investment management or related industry experience a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $60,000 - 90,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":75,"slug":76,"title":56,"location":13,"raw_job_location_address_addressLocality":317,"raw_hiringOrganization_logo_url":13,"raw_description":320},{"id":176,"slug":177,"title":178,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":323},"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 further information about Morgan Stanley, please 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which requires working in the office 3 days a week and remotely the remaining days of the week. ABOUT THE ROLE The Associate, Institutional Business Development provides ongoing support to the Institutional Sales and Service Team as a key member of the Business Development group. Perform activities including institutional sales pipeline reporting and opportunity tracking, CRM maintenance, support of business development meetings, investor on-site due diligence visits and roadshow planning, and preparation of meeting materials. PRIMARY RESPONSIBILITIES Work in conjunction with two dedicated Institutional Business Development Directors to identify, build, and strengthen relationships and drive new sales activity within their defined territories. Assists with the preparation of materials for prospective investors including standard and custom decks, product summaries, white papers, etc. Works with internal teams to streamline requests and production of materials. Create and deliver standardized meeting preparation packages to ensure Business Development Directors and Investment Professionals are best prepared when meeting with prospective investors. Performs CRM System (Salesforce) maintenance with primary responsibility for creating and managing pipeline and opportunity reports, contact and organization updates, material requests, etc. Profile\u002Fpre-qualify potential investors for various investment strategies, and assist in the creation of subsequent formal business proposals. Responsible for workflow, process improvement execution, and ad-hoc projects to make the team more efficient, working with other members of the institutional distribution team (consultant relations and relationship management) as necessary. JOB QUALIFICATIONS Bachelor’s degree or equivalent is required CFA, or progress towards, preferred. FINRA Series 3, 7, and 63 preferred; if hired, must obtain FINRA Series 3, 7, and 63 within one-year of employment. 2 - 4 years’ experience working in the investment management industry Dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term career working with institutional investors Strong attention to detail Proficient in Microsoft Office applications, Salesforce a plus Strong written and oral communication skills Works well within a team environment Ability to solve problems and build strong relationships within and across functional departments Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $70,000 and $140,000per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Salary range for the position: $70,000 - 140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":156,"slug":157,"title":158,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":325},"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 further information about Morgan Stanley, please 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. GENERAL DESCRIPTION The Associate Portfolio Manager plays a key role in managing customized equity portfolios designed to maximize tax efficiency while closely tracking client-specific benchmarks and market indexes. Acting as an investment engineer, the Associate Portfolio Manager leverages quantitative research, portfolio optimization tools, and sophisticated trading strategies to construct, monitor, and rebalance portfolios in alignment with client objectives. This role requires a strong analytical mindset and a focus on performance measurement, risk management, cost control, and continuous process improvement within a dynamic investment management environment. PRIMARY RESPONSIBILITIES Construct and manage tax-efficient equity index portfolios for separately managed accounts. Rebalance and transition portfolios to optimize after-tax outcomes while maintaining benchmark alignment. Develop and maintain custom benchmark and portfolio analytics. Monitor index events, corporate actions, and market developments impacting portfolio performance. Analyze portfolio and benchmark returns, including after-tax performance measurement and attribution. Evaluate portfolio risk exposures and support ongoing risk management efforts. Respond to client and internal requests for portfolio analysis, reporting, and investment insights. Collaborate with cross-functional teams, including Technology, Research, Client Service, Operations, Marketing, and Trading, to support business objectives and enhance the client experience. Contribute to process enhancements, automation initiatives, and technology-driven solutions that improve portfolio management efficiency and scalability. JOB REQUIREMENTS Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, Computer Science, or a related quantitative field. 3+ years of experience in investment management, portfolio management, quantitative analysis, trading, or a related financial services environment; or an equivalent combination of education, experience, and professional certifications. Internal candidates with 2.5+ years of experience at the firm will also be considered. Significant progress toward the CFA designation, MBA, or other relevant investment management or finance credential strongly preferred. Strong quantitative, analytical, and problem-solving skills with exceptional attention to detail. Understanding of investment theory, portfolio construction, and financial markets. Familiarity with equity risk models, portfolio optimization techniques, and quantitative investment strategies preferred. Proficiency in analyzing large datasets and translating findings into actionable insights. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $70,000 - 140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":327,"slug":328,"title":329,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":330},49022,"operations-analyst-parametric-parametric-portfolio-associates-llc","Operations Analyst - Parametric","Operations Analyst - Parametric Parametric is hiring Operations Analysts across multiple Operations teams. These roles provide broad exposure to investment management operations and offer a strong foundation for career growth within financial services. Opportunities may be available across teams including Client Activities, Onboarding, New Account Activities, Billing, Trade Settlement, Portfolio Reconciliation, Corporate Actions, and Oversight. Opportunities may be available in Seattle, Boston, Minneapolis, and Alpharetta. 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 further information about Morgan Stanley, please 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 is 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office three days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives. ABOUT THE ROLE The Operations Analyst role is an excellent opportunity for individuals interested in building a career in investment management and financial operations. This position offers broad exposure to the operational side of the business and provides a solid foundation for future growth within financial services. As an Operations Analyst, you may work within teams across the Client Relations Group, Market Operations, and related Operations functions. These teams support key client and operational processes, including onboarding, oversight, billing, new account activities, client service, trade settlement, portfolio reconciliation, and corporate actions. This role is well-suited for someone who is detail-oriented, eager to learn, analytical, process-driven, and comfortable working with high volumes of data under deadlines. Salary: $28.85 per hour ($60,000 annualized), with eligibility for overtime. PRIMARY RESPONSIBILITIES Work with internal and external stakeholders and other key points of contact in a professional and responsive manner. Research and resolve issues quickly, accurately, and with appropriate urgency. Communicate regularly with internal and external contacts to resolve issues, confirm information, and provide status updates. Collect observations and help translate them into actionable insights and recommendations for improvement. Complete daily assigned operations transactions, which may include cash or position reconciliation, trade posting, processing market events, new account setup, and account activity recording. Perform verification checks on similar work completed by others to help ensure accuracy and completeness. Ensure thorough and accurate record keeping and maintenance of client records and files. Maintain metrics, data, and related operational reporting as needed. Support ad hoc work, projects, and team priorities as needed. QUALIFICATIONS Associate degree or bachelor's degree preferred, with a concentration in Data Management, Finance, Accounting, Economics, or a related area of study; relevant work experience may be considered in lieu of a degree. Strong proficiency with Microsoft Office Suite, particularly Excel. Ability to manage high volumes of data under tight deadlines. Strong organizational and time management skills. Detail-oriented and process driven, with a strong focus on accuracy. Critical thinking, analytical, and problem-solving skills. Effective written and verbal communication skills. Self-motivated with the ability to work independently and collaborate within a team environment. Strong interest in starting a career in the investment management industry. Opportunities in multiple locations - Seattle, Boston, &amp; Alpharetta - across various teams, including: Market Operations Teams Trade Settlement Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counterparties and custodians. Portfolio Reconciliation Perform problem solving activities via daily cash and position reconciliations between internal systems and various forms of custodians including banks, clearing brokers and counterparties. Corporate Actions Work with corporate action vendors and custodians to monitor the impact of corporate actions on client accounts. This includes dividends, mergers, stock splits and spin-offs; The timely and accurate capture of corporate actions is critical to successful portfolio management. Oversights Conduct reviews, oversight, and audit controls targeting high-risk matters that affect portfolio management, compliance, market operations, and client reporting teams. Client Relations + Billing Teams Client Activities Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner. New Account Activities Establish prospect accounts in Parametric’s portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash. Onboarding Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner. Oversight Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines, ensuring all account documentation is received and properly submitted for archiving Billing Understand billing attributes and client relationships that drive revenue accrual and client invoicing and review of new accounts, changed accounts, and terminated accounts Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $60,000-$90,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":332,"slug":333,"title":334,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":335},49024,"senior-rfp-specialist-investment-proposals-parametric-parametric-portfolio-associates-llc","Senior RFP Specialist, Investment Proposals - 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 further information about Morgan Stanley, please 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients’ core holdings. 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. About Team The Parametric RFP Team is responsible for managing and responding to RFPs, RFIs, and due diligence requests across all Parametric strategies. The team combines strong product knowledge, close collaboration with SMEs, and technology-enabled workflows to deliver high-quality, compliant, and efficient client responses. The team is comprised of innovative and collaborative individuals located in Boston, NYC, and Minneapolis. About the role The Senior Request for Proposal (RFP) Specialist is primarily responsible for supporting the Institutional and Wealth Management distribution channels by responding to recurring and ad hoc due diligence requests with a particular focus on firm and strategy level information. The Investment Proposals team serves as the hub through which information is compiled and disseminated to both internal and external clients. As an experienced member of the team, the Senior RFP Specialist will partner with more junior colleagues on complex requests and act as a knowledge resource. The position requires collaboration with multiple teams so we are seeking an individual with high initiative that has demonstrated the ability to work collaboratively in a team environment. The candidate must be detail oriented, have excellent communication and organizational skills. Primary Responsibilities Management and completion of Requests for Proposals\u002FInformation (RFP\u002FRFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and making sure content complies with Parametric’s brand and guidelines with limited direction. Complete quarterly, monthly and ad hoc due diligence requests with minimal guidance from management. Master the completion of highly complex questionnaires that may have minimal to no standard content written Work in collaboration with RFP Specialists\u002Finterns as a training\u002Fleadership opportunity Guide and peer review the work of others on RFPs and ad hoc DDQs Train, coach and educate new staff members on processes and systems with the potential to progress to supervision of summer intern. Embrace opportunities for cross-functional leadership through strategic projects such as knowledge specialist or AI catalyst Use AI and automation tools to enhance RFP response development, including initial drafting, content reuse, and quality checks, while ensuring alignment with firm standards and SME input Explore and evaluate opportunities to leverage AI-enabled tools to enhance RFP workflow processes, drive efficiencies, and support continuous improvement Lead projects\u002Finitiatives with limited direction; take initiative in identifying and implementing efficiencies\u002Fmake enhancements to existing processes, sharing ideas with management Assist Supervisor with workload distribution of the team, monitor and assign deliverables Assist RFP Supervisor with the assignment of quarterly\u002Fmonthly deliverables (Skills Matrix), keeping in mind the skill level of the team and areas for growth Assist Content Management with construction of narratives for consultant\u002Fthird-party databases Exhibit superior project management skills: managing deadlines, keeping all stakeholders informed, anticipating roadblocks, preparing back-up plans, etc. Help ensure accuracy within the RFP response database (Loopio). Deepen working knowledge of the firm's structure, key personnel, organizational policies and procedures, and investment\u002Fproduct knowledge. Deepen relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams to understand client needs to create customized RFP responses that highlight the firm’s strategic and competitive advantage. Interact with compliance\u002Flegal to review and obtain approvals of materials. Partner with Data Team to ensure the quantitative information is accurately providing the response needed for the deliverable Work independently with minimal supervision. Act as a back-up for the Supervisor, leading team meetings and monitoring workload of the team, as needed. Assume other responsibilities as required. Job requirements Interest in financial services and a desire to learn more and\u002For pursue a career in the industry 4-year degree or equivalent, preferably in a related discipline such as business, finance, or economics. 3-5 years of related industry experience and 2-3 years of proposal writing experience preferred. Strong written and oral communication skills with a high attention to detail and accuracy. Must have excellent organizational skills and be able to handle a heavy, deadline-oriented workload. Superior project management abilities. Ability to handle complex or escalation items from specialists\u002Fassociates and other departments with very minimal direction. Ability to utilize logic, resources, and intuition to problem solve\u002Fescalate independently while assisting Specialists to do the same Desire to learn more and dig deeper to understand the \"whys\" behind processes and ask follow up questions. Proactively seeks opportunities to improve team processes to reduce risk and improve efficiencies. Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment. Proficiency in Excel desired and additional quantitative skills preferred but not required. Demonstrated willingness to adopt and use AI-enabled tools to support RFP workflows, enhance efficiency, and improve deliverable quality. Please enclose a cover letter with your application. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $70,000 - 140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":337,"slug":338,"title":56,"location":13,"raw_job_location_address_addressLocality":339,"raw_hiringOrganization_logo_url":13,"raw_description":340},60509,"investment-analyst-parametric-183-parametric-portfolio-associates-llc","Westport CT 518","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 further information about Morgan Stanley, please 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 is 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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 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 responsibilities, including responding to product- and account-specific inquiries and coordinating requests for strategy information from clients, Financial Advisors, and internal partners. Assist with the 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\u002Ftraders, 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 Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $70,000 - 140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":10,"slug":11,"title":12,"location":13,"raw_job_location_address_addressLocality":311,"raw_hiringOrganization_logo_url":13,"raw_description":342},"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 further information about Morgan Stanley, please 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 is 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. ABOUT THE ROLE The Senior Analyst, Client Reporting is primarily responsible for client reporting, qualitative and quantitative analysis for the Institutional and Wealth Management sales organizations. The position will require teamwork and collaboration with multiple departments. Although interactions with the end client are limited, the role is focused on providing exceptional client service through timely and accurate analysis and reporting. PRIMARY RESPONSIBILITIES Prepare quarterly, monthly and ad hoc analysis and client reporting for institutional and\\or wealth management clients. Perform detailed review of client deliverables. Design, prepare and review custom institutional client reports utilizing Factset, Excel, PowerPoint and Word. Assist with designing tactical reporting solutions for new products. Manage the timely and accurate delivery of all requests. Ability to train, coach and educate new staff members on processes and systems. Ability to lead projects\u002Finitiatives with limited direction: Exhibits clear project management skills: managing deadlines, keeping all stakeholders informed, anticipating roadblocks, preparing back-up plans, etc. Investigate portfolio specific inquiries. Develop a specialized knowledge of all relevant Parametric products and strategies. Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service. Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment. Act as a back-up for the Supervisor when needed. Assume other responsibilities as required. JOB REQUIREMENTS 4-year degree, preferably in related discipline such as economics or finance. 3-5 years of industry experience. Strong math\u002Fquantitative skills and analytical writing ability. Proficient in Excel including using V-Lookup and PivotTables. Ability to excel independently and in ambiguous situations. Ability to maintain productivity and strong work ethic under minimal supervision. Working knowledge of statistics and familiarity with the principles of portfolio management. Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload. Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments. High attention to detail and strong sense of urgency. Must possess a high level of initiative. Familiarity with Factset, Bloomberg and other analysis tools is a plus. Proficiency in macro and code writing is a plus. Completion of Level I or higher of the CFA program a plus. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $70,000-$140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Expected base pay rates for the role will be between $70,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":344,"slug":345,"title":56,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":346},48892,"investment-analyst-parametric-parametric-portfolio-associates-llc","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 further information about Morgan Stanley, please 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 is 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. ABOUT THE ROLE The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success. Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work. PRIMARY 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. JOB REQUIREMENTS 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 Investment management or related industry experience a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $70,000 - 140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":348,"slug":349,"title":350,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":351},48894,"senior-investment-analyst-parametric-parametric-portfolio-associates-llc","Senior Investment 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 further information about Morgan Stanley, please 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 is 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. ABOUT THE ROLE The Senior Investment Analyst is an integral part of the Derivatives Trading portfolio management team. The mission of the Senior Investment Analyst is to leverage foundational investment skills and a deep understanding of Parametric's investment products while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work. PRIMARY RESPONSIBILITIES Utilize proprietary investment management software to generate customized daily reports used to implement commodity and volatility risk premium (VRP) strategies. Learn to review and approve trades for strategies, with a growth path of taking on trading responsibilities. Become a product expert for commodity futures and swaps, helping to answer internal questions related to those instruments. Review various data feeds and activity within 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 implementation contacts for strategy portfolios. Responsible for the creation and accuracy of customized reporting. Contribute and adopt ideas to improve efficiency and reduce risk in the portfolio management process. Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service. Assume other responsibilities as required. JOB REQUIREMENTS Bachelor’s Degree. Focus in finance, economics or related field preferred but not required. 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2+ years’ experience with the firm will be considered. CFA or progress toward is highly desired. 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, Bloomberg, and other analytical tools 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 Investment management or related industry experience a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $70,000 - 140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":131,"slug":132,"title":133,"location":13,"raw_job_location_address_addressLocality":311,"raw_hiringOrganization_logo_url":13,"raw_description":353},"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 further information about Morgan Stanley, please 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 their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. ABOUT THE ROLE The Analyst, Performance Attribution is primarily responsible for performance analytics for external distribution. The position will require teamwork and collaboration with multiple departments. The role is focused on providing exceptional client service through timely and accurate analysis and reporting. PRIMARY RESPONSIBILITES Prepare quarterly, monthly, and ad hoc performance attribution analysis for institutional and\\or wealth management clients, and marketing materials. Coordinate commentary with portfolio managers. Perform detailed peer review of deliverables. Manage the timely and accurate delivery of all requests. Investigate portfolio specific inquiries. Contribute to integration efforts to consolidate and harmonize attribution reporting across various Parametric and MSIM business lines. Play an active role in ensuring and improving data integrity\u002Fquality. Develop a specialized knowledge of all relevant Parametric products and strategies. Uphold department reputation through professionalism, accuracy, responsiveness, and commitment to client service. Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment. Assume other responsibilities as required. JOB REQUIREMENTS 4-year degree, preferably in Accounting, Finance, Economics or a quantitative field. 2+ years of industry experience. Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, cash 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. Understanding of attribution theory and practice. 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. Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus. Python, SQL, data visualization tools (Tableau, Power BI) desired. 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. Ability to maintain productivity and strong work ethic under minimal supervision. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his\u002Fher\u002Ftheir services wherever and whenever necessary to ensure the success of our client services. 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’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $70,000 - 140,000\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do"]