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About the Role

Support the Investment Strategy team in the management, analysis, and client servicing of equity options and derivatives strategies. Responsibilities include preparing portfolio and market analysis, supporting client communications, and assisting with the development of strategy-related materials and reporting. The role works closely with investment strategists, portfolio managers, and internal partners to support the growth and retention of client assets.

Responsibilities

Assist the Investment Strategy team with day-to-day client servicing responsibilities, including responding to product- and account-specific inquiries and coordinating requests for strategy information from clients, Financial Advisors, and internal partners.
Assist with the analysis of portfolio exposures, options positions, strategy performance, market developments, and volatility trends across client accounts and strategies.
Gather and analyze data used to prepare investment commentary, strategy updates, client communications, presentations, reports, and marketing collateral.
Manage multiple group inboxes, ensuring requests are prioritized, addressed in a timely manner, and routed to appropriate team members when necessary.
Collaborate with strategists, portfolio managers/traders, technology, operations, distribution, and other internal teams to support client needs and continuously improve processes and client service.
Assist with account reconciliation processes to ensure options trades and strategy activity are accurately reflected in client accounts.
Other responsibilities as assigned.

Requirements

Bachelor’s degree or equivalent work experience (degree in finance, economics, mathematics, or a related field preferred).
1+ years of relevant experience in financial services (wealth management, asset management, Financial Advisor support, family offices, or related areas preferred).
Knowledge of options and derivatives strategies preferred.
Excellent communication, interpersonal, and presentation skills.
Demonstrated problem-solving, analytical, and quantitative skills with a high attention to detail.
Highly organized with the ability to manage multiple tasks and priorities.
Ability to work independently and collaboratively in a team environment.
Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and the ability to learn additional software platforms.
Interest in exploring and responsibly leveraging artificial intelligence and other emerging technologies to improve efficiency, analysis, communication, and team workflows.
Familiarity using Bloomberg Terminal preferred.

Skills

Microsoft Office (Excel, PowerPoint, Outlook)
Bloomberg Terminal
Options and derivatives strategies
Problem-solving
Analytical skills
Quantitative skills
Communication skills
Interpersonal skills
Presentation skills

Location

41 countries

Work Type

Hybrid

Experience Level

1+ years of relevant experience

Education Level

Bachelor’s degree or equivalent work experience

Salary/Compensations

$70,000 - $140,000/Yr.

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

About the Company

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
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 is 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.

Equal Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.