Morgan Stanley

Supervisor, Investment Analysis - Parametric

Morgan Stanley$70K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-year degree required
  • 3+ years of relevant experience; internal candidates with 1.5+ years at the firm considered
  • Strong organizational skills for team goal achievement
  • Creative problem-solving abilities
  • Excellent math/quantitative skills and analytical writing
  • High attention to detail and strong sense of urgency
  • Strong communication and organizational capabilities, managing a deadline-oriented workload
  • Intermediate to advanced Excel knowledge
  • Familiarity with Factset, Bloomberg, and analysis tools is a plus
  • Experience with Python, R, SQL, and/or VBA is a plus

Responsibilities

  • Lead the team by addressing escalations and organizing workloads
  • Serve as a subject matter expert on team processes
  • Participate in hiring and training efforts
  • Maintain up-to-date written procedures for the team
  • Ensure quality standards are met and deadlines respected
  • Generate analysis materials for investment strategy management
  • Analyze and create responses for clients and internal stakeholders
  • Uphold the team's reputation through professionalism and commitment to client service
  • Contribute ideas to enhance efficiency and client experience
  • Assume additional responsibilities as required

Benefits

  • Medical, Prescription Drug, Dental, and Vision insurance
  • Health Savings Account and Dependent Day Care Savings Account
  • Life Insurance and Disability plans
  • Paid Time Off, including Sick Leave and 20 Vacation Days annually
  • 10 Paid Holidays
  • 401(k) retirement plan
  • Short/Long Term Disability coverage
  • Additional special employee perks
Full Job Description
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.

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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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