Digital Reporting Analyst - Seattle

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 i ...

Job description

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

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
We are seeking a dedicated and detail-oriented Digital Reporting Analyst to join our team. This role will play a critical part in coordinating and supporting the monthly and quarterly processes for publishing client reporting data on our digital platform. The successful candidate will work closely with product and technology teams to improve the digital reporting platform by supporting the build outs of new strategies and enhancements.

PRIMARY RESPONSIBILITIES

• Coordinate and support the monthly and quarterly processes for publishing client reporting data on the digital platform. This includes reviewing data, making decisions related to timing of critical steps, and managing email notifications to external users.
• Report and track bugs and enhancement requests for the digital reporting platform, including testing in UAT and providing business approval.
• Collaborate with product managers to determine requirements for new strategies requiring reporting on the digital platform.
• Review requirements to identify existing reporting elements and new components.
• Define necessary steps and assign responsibilities to support new reporting initiatives.
• Identify and evaluate new data sources in collaboration with subject matter experts.
• Coordinate with the digital team to create mock-ups.
• Work with PSM to prioritize projects on the roadmap.
• Support tactical client reporting projects as needed outside of the digital reporting platform.

JOB REQUIREMENTS

• 4-year degree or equivalent, preferably in a related discipline such as Business, Finance, or Economics.
• 1-3 years of related industry/work (inclusive of internships) experience preferred.
• Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, equities, mutual funds, hedge funds, private equity).
• Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions.
• Asset management performance calculation knowledge.
• Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
• Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts.
• High attention to detail and strong sense of urgency.
• Must possess a high level of initiative.
• Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus.
• Interest in leveraging technology in the reporting process: prior experience or exposure to technology tools such as Python, Alteryx, SQL is beneficial but not required.
• 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.

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/her/their 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 ​ into your browser.

Salary range for the position: $78, ,000/Yr. 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/Long Term Disability, in addition to other special perks reserved for our employees. Please visit 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/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).