Morgan Stanley

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 TEAM

The Investment Strategy team creates and delivers powerful stories for external and internal clients and turns investment research into real-world portfolios for investors. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. We meet with clients and prospects, present at events, and write papers.

ABOUT THE ROLE

The mission of the Investment Strategy Coordinator is to help the team get more done faster. Oversee work management, schedule meetings, flag at-risk deadlines and resource constraints, and act as a trusted point of contact for team members and internal stakeholders. This includes other investment teams as well as individuals in Marketing, Product Management, Research and Business Development and Client Relations. This person should be a motivated, confident individual who is interested in the financial industry and seeks a long-term career in an environment working with institutional or high net worth investors. The candidate should have the ability to solve problems and build strong relationships within and across functional departments.

PRIMARY RESPONSIBILITIES

• Help the team manage work consistently and meet deadlines using a work management system to apply project templates, assign tasks appropriately, and monitor reports and dashboards, as well as schedule related meetings and follow up with internal stakeholders or external vendors.
• Build and maintain reports and dashboards to help plan, manage, and complete work in a timely manner, as well as deliver business intelligence.
• Monitor new incoming work requests to ensure they are correctly routed, assigned, responded to, and completed.
• Serve as a friendly, trusted point of contact for the team or internal stakeholders to help answer questions, provide work updates, or resolve issues.
• Set the team’s client-facing investment professionals up for success by managing calendars, and overseeing that meeting preparation and any required materials or analysis has been successfully completed.
• Provide input on workflow and process improvements to make the team more efficient, working with members of other departments as necessary.
• Help maintain all relevant process documentation, meeting notes, and user guides.
• Participates in broader team projects / duties as needed.

JOB QUALIFICATIONS

SKILL SET

Required Experience: 1+ years

Primary Skills

• Bachelor’s degree
• 1+ years related experience
• Proven ability to organize and manage multiple priorities, meet deadlines, and follow through on projects
• Adapt well to changing plans and priorities; deal comfortably with ambiguity
• Very strong attention to detail; must demonstrate accuracy and thoroughness
• Demonstrate client service orientation and positive approach
• Demonstrated ability to be proactive and anticipate problems and events
• Possess excellent written and verbal communication skills
• Ability to work autonomously and as part of a multi-disciplinary team
• Proficient in Microsoft Office applications
• Demonstrated ability and willingness to learn and use new technology, and appreciation for the value of efficiency

Good to Have Skills

• Customer service experience preferred
• Experience with Confluence, Salesforce and/or Workfront 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:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.