Investment Analyst - Minneapolis, United States - Morgan Stanley
Description
About Morgan Stanley
Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide.
We have $1.4Tn of AUM with professionals located across 21 countries, with a proven long‐ term track record of success.
Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‐ class management teams.
Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.
About ParametricParametric 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.Job Responsibilities
Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Services and LDI.
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 client performance summaries 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.
Qualifications
Bachelor's Degree
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
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.
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/union 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/F/Disability/Vet).Posting Date
Jan 29, 2024
Primary Location
Americas-United States of America-Minnesota-Minneapolis
Education Level
Bachelor's Degree
Job
Asset/Investment Management
Employment Type
Full Time
Job Level
Associate
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