Portfolio Specialist Associate - Parametric
Job details
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 requires working in the office 3 days a week and remotely the remaining days of the week.
ABOUT THE ROLE
Portfolio Specialists drive new business development, service existing clients and collaborate in the creation of content for distribution. The Portfolio Specialist will work on client requests, answering specific questions on the suite of solutions offered by Parametric, as well as acting as a liaison with the investment teams, internal departments (sales, marketing, product, etc) and clients or prospects.
The candidate will also perform operational and administrative activities including sales pipeline reporting and opportunity tracking, support of business development meetings, investor on-site due diligence visits and roadshow planning, and preparation of meeting materials. The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term career working with professional investors. The candidate should have the ability to solve problems and build strong relationships within and across functional departments.
PRIMARY RESPONSIBILITIES
Work in conjunction with Director level Portfolio Specialists and Strategists to identify, build, and strengthen relationships and drive new engagements and sales activity.
Play a key support role in Parametric’s business development efforts outside of the US by updating and customizing marketing materials, gathering new business opportunities, and serving as a resource for sales and RMs responding to new and existing client inquiries.
Assist in the completion of Request for Proposals (RFPs) and other client questionnaires.
Help coordinate client deliverables, including portfolio commentaries, and review meetings.
Work alongside the Parametric investment and research teams to understand the investment rationale behind portfolio positioning and communicate to existing and potential clients in writing and meetings.
Work alongside sales to organize roadshows and meetings to promote Parametric and drive new business.
Perform market research to keep abreast of product trends and ensure Parametric’s solutions suite is innovative and in line with sales teams’ expectations.
Liaise with other teams within Parametric and MSIM, including Legal, Compliance, Risk, Sales, Marketing, and Product Management, to ensure successful coordination and servicing of client accounts and prospective new business opportunities.
Profile/pre-qualify potential opportunities and assist in the creation of subsequent formal business proposals.
Responsible for workflow, process improvement execution, and ad-hoc projects to make the team more efficient, working with other members of the institutional distribution team (consultant relations and relationship management) as necessary.
JOB QUALIFICATIONS
Bachelor’s Degree in business, finance, or other related field.
IMC qualification preferred
Progress towards CFA preferred.
Experience working in the investment management industry. Investment/portfolio specialist, sales, investor relations, or business development capacity preferred.
European languages strongly preferred.
Self-starter with drive to be successful and ability to manage and execute simultaneous projects and tasks without reminders.
Team player who enjoys working with others and reaching out proactively throughout the firm to gather information; consensus-builder.
Flexibility, meeting tight timelines, and thriving in a fast-paced work environment.
Strong attention to detail
Proficient in Microsoft Office applications, Salesforce a plus
Strong written and oral communication skills
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
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.
