Morgan Stanley Logo

Morgan Stanley

Supervisor, Investment Analysis - Parametric

Reposted Yesterday
Be an Early Applicant
In-Office
Seattle, WA, USA
70K-140K Annually
Mid level
In-Office
Seattle, WA, USA
70K-140K Annually
Mid level
The Supervisor, Investment Analysis oversees a team of analysts, ensuring timely project completion, quality standards, and team training while responding to clients and maintaining investment processes.
The summary above was generated by AI

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 Supervisor, Investment Analysis oversees a team of Investment Analysts that support a variety of Parametric's investment work. This work includes responding to analytical requests, updating marketing material, reviewing investment performance, and responding to client inquiries. Responsibilities include but are not limited to: training and helping mentor direct reports, maintaining in-depth knowledge of investment processes, managing team deadlines, ensuring work is completed within best practice and ensuring key performance indicators are met. The position requires teamwork and collaboration across multiple 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/her/their services wherever and whenever necessary to ensure the success of our client services.

Primary Responsibilities

  • Demonstrate leadership skills by addressing team escalations, organizing work on the team and providing updates to leadership
  • Act as a subject matter expert of all processes and work the team is accountable for
  • Participate in hiring and training processes as needed
  • Ensure written team procedures remain up-to-date
  • Ensure quality standards on the team are met and work is completed on time
  • Generate data sets and materials that support the ongoing management of Parametric investment strategies
  • Provide analysis and assist in creating responses for prospects, clients and internal stakeholders
  • Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service
  • Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience
  • Assume other responsibilities as required

Job Requirements

  • 4-year degree
  • 3+ years of relevant experience. Internal candidates with 1.5+ years of experience with the firm will also be considered.
  • Must be capable of organizing a team to accomplish goals as a unit
  • Must be able to problem solve effectively and creatively
  • Must possess strong math/quantitative skills and analytical writing ability
  • Must possess a high attention to detail and strong sense of urgency
  • Must possess a demonstrated ability to work in a team environment
  • Must possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload
  • Must possess intermediate to advanced Excel knowledge
  • Familiarity with Factset, Bloomberg and other analysis tools is a plus
  • Experience with Python, R, SQL and/or VBA is 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/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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

Salary range for the position: $70,000 - 140,000/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 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://www.morganstanley.com/people-opportunities/eeo.

Similar Jobs

24 Minutes Ago
Easy Apply
Remote or Hybrid
USA
Easy Apply
70K-75K Annually
Junior
70K-75K Annually
Junior
eCommerce • Fintech • Food • Mobile • Social Impact
The Administrative Assistant will manage calendars, coordinate travel, support team communications, organize events, and maintain documentation.
Top Skills: Google WorkspaceMS OfficeScheduling Tools
An Hour Ago
Hybrid
Seattle, WA, USA
99K-232K Annually
Senior level
99K-232K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Manage customer consulting projects, enhance client relationships, mentor staff, and implement process improvements for customer service effectiveness.
Top Skills: AIAutomationCcaasContact Center Technologies
An Hour Ago
Hybrid
Seattle, WA, USA
155K-410K Annually
Senior level
155K-410K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead data architecture strategies, drive innovation in data solutions, and oversee compliance with governance and security policies while collaborating with stakeholders to align technical solutions with business needs.
Top Skills: AWSDatabricksFastapiGoogle Cloud PlatformAzurePythonSnowflakeSQL

What you need to know about the Seattle Tech Scene

Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.

Key Facts About Seattle Tech

  • Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Amazon, Microsoft, Meta, Google
  • Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Madrona, Fuse, Tola, Maveron
  • Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account