Morgan Stanley
Analyst / Senior Analyst, Client Reporting - Parametric
$70K–$140K
Seattle, Washington +1 · On-site · Senior · Full-time · Posted Oct 14, 2026
- Location
- Seattle, Washington
Boston, Massachusetts - Experience
- 3-5 years of industry experience.
- Education
- 4-year degree, preferably in a related discipline such as economics or finance.
About the job
Prepares and reviews client reports and quantitative and qualitative analyses for Parametric’s institutional and wealth management sales organizations.
What you'll do
- Prepare quarterly, monthly, and ad hoc client reports and analysis, including custom institutional reports.
- Review client deliverables, investigate portfolio-specific inquiries, and ensure timely, accurate delivery.
- Support reporting solutions and projects; train and coach new staff and serve as backup for the Supervisor when needed.
What they ask for
- 4-year degree, preferably in economics, finance, or a related discipline.
- Strong quantitative skills and analytical writing ability; working knowledge of statistics and portfolio management principles.
- Proficiency in Excel, including V-Lookup and PivotTables.
- Excellent communication and organizational skills, attention to detail, and ability to manage multiple deadline-driven projects.
Nice to have
- Familiarity with Factset, Bloomberg, and other analysis tools; proficiency in macro and code writing.
- Completion of Level I or higher of the CFA program.
Pay
$70,000-$140,000/Yr. (salary range; base pay)
Tools
Factset, Excel, PowerPoint, Word, V-Lookup, PivotTables, Bloomberg
Model-written summary · the original posting is authoritative