Supervisor, Investment Analysis - 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 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 opp