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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
Provide portfolio, trading and client support to an established equity options and derivatives investment team; efforts ensure the development and retention of clients for the respective strategies.
PRIMARY RESPONSIBILITIES
- Assist portfolio managers/traders with day-to-day investment responsibilities, including facilitating trade processing and client requests.
- Work closely with portfolio managers/traders, investment strategists, technology, operations, and other team members on various tasks and projects to help service clients and improve the portfolio management/trading and client service functions.
- Maintain day-to-day relationships with a wide range of brokers, custodians, and vendors.
- Answer product and account specific questions from clients, Financial Advisors, and internal partners.
- Serve as a key liaison for continuous improvement efforts between the department and the company's internal sales and distribution teams, e.g., solicit feedback on what processes may need improvement, relay internal process changes and updates, etc.
- Gather, analyze and prepare data to create content and reports for client meetings and presentations, including the development and maintenance of marketing collateral.
- Over time, develop sufficient industry and product specific knowledge in order to conduct and lead calls with existing and prospective clients.
- Other responsibilities as assigned.
JOB REQUIREMENTS
- Bachelor's degree or equivalent work experience
- 1+ years of related industry experience (Financial Advisors, family offices or retail investors preferred)
- Knowledge or experience with options and/or derivatives
- Experience developing in Python or SQL is a plus
- Possess excellent communication, interpersonal and presentation skills
- Demonstrated problem solving and analytical skills
- Strong math orientation and quantitative ability
- Must be organized and able to handle multiple tasks, with high attention to detail
- Ability to work independently and collaboratively in a team environment
- Proficient with Microsoft Office and the ability to learn additional software programs
- Familiarity using Bloomberg terminal preferred
IMPORTANT NOTES ABOUT THE JOB
- Consistent with SEC regulations Parametric has a code of ethics that limits personal trading. If you actively trade your personal account, friends and family accounts you will be prohibited from doing so as an employee of Parametric.
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:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
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).
