Investment Strategy Coordinator - 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 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.

GENERAL DESCRIPTION

Parametric provides systematic solutions fueled by science and prides itself on building genuine, long-term partnerships with clients. We are looking for a Coordinator to join our busy investment team and help us get work done.

The mission of the Coordinator is to help the team get more done faster. They do this by overseeing work management, scheduling meetings, flagging at-risk deadlines and resource constraints, and acting as a trusted point of contact for team members and internal stakeholders. This includes other investment teams as well as individuals in Marketing, Product Management, Research and Business Development and Client Relations. This person should be a motivated, confident individual who is interested in the financial industry and seeks a long-term career in an environment working with institutional or high net worth investors. The candidate should have the ability to solve problems and build strong relationships within and across functional departments.

The Investment Strategy team's mandate is to create and deliver powerful stories for external and internal clients and turn investment research into real-world portfolios for investors. We meet with clients and prospects, present at industry events, and write papers. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. This is an opportunity to work with a dynamic and growing team while making a personal impact on a firm with a unique culture that values hard work but also encourages genuine teambuilding.

PRIMARY RESPONSIBILITIES

- Help the team manage work consistently and meet deadlines using a work management system to apply project templates, assign tasks appropriately, and monitor reports and dashboards, as well as schedule related meetings and follow up with internal stakeholders or external vendors.

- Build and maintain reports and dashboards to help plan, manage, and complete work in a timely manner, as well as deliver business intelligence.

- Monitor new incoming work requests to ensure they are correctly routed, assigned, responded to, and completed.

- Serve as a friendly, trusted point of contact for the team or internal stakeholders to help answer questions, provide work updates, or resolve issues.

- Set the team's client-facing investment professionals up for success by managing calendars, and overseeing that meeting preparation and any required materials or analysis has been successfully completed.

- Provide input on workflow and process improvements to make the team more efficient, working with members of other departments as necessary.

- Help maintain all relevant process documentation, meeting notes, and user guides.

- Participates in broader team projects / duties as needed.

Qualifications:

JOB REQUIREMENTS

- Bachelor's degree or equivalent work experience

- Customer service experience preferred

- Proven ability to organize and manage multiple priorities, meet deadlines, and follow through on project

- Adapt well to changing plans and priorities; deal comfortably with ambiguity

- Very strong attention to detail; must demonstrate accuracy and thoroughne

- Demonstrate client service orientation and positive approach

- Demonstrated ability to be proactive and anticipate problems and event

- Possess excellent written and verbal communication skill

- Ability to work autonomously and as part of a multi-disciplinary team

- Proficient in Microsoft Office applications, Confluence, Salesforce and/or Workfront experience a plus. Demonstrated ability and willingness to learn and use new technology, and appreciation for the value of efficiency

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.

Salary range for the position: $60,000-$90,000/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 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/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).