E*TRADE from Morgan Stanley · 11 hours ago
Investment Analyst - Parametric
Minneapolis, Minnesota, United States of America
Full-time
Hybrid
New Grad, Entry Level
$78K/yr - $140K/yrMorgan Stanley is a leading global financial services firm, and they are seeking an Investment Analyst to join Parametric's Overlay Solutions portfolio management team. The role involves developing foundational investment skills, supporting daily portfolio management, and ensuring accuracy in reporting while collaborating with various departments to enhance client experience.
BankingFinanceFinancial Services
Responsibilities
Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions
Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process
Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship
Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team
Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients
Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience
Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge
Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service
Undertake additional professional development such as the CFA program
Assume other responsibilities as required
Qualification
Required
Bachelor's Degree in finance, accounting, or a related field
Strong interest building a career in Investment Management, working with institutional investment portfolios
Demonstrated ability to solve problems using logic, creativity, and enthusiasm
Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
Must be a self-starter with excellent quantitative and communication skills
High attention to detail and time management
Initiative and demonstrated ability to work in an inclusive and collaborative team environment
Preferred
Investment management or related industry experience a plus
Benefits
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)
Short/Long Term Disability
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
Founded in 1982
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase