What are the responsibilities and job description for the Data Analyst position at Credible?
This is a great new opportunity for a Data Analyst at 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 41 countries, Morgan Stanley serves corporations, governments, institutions, and individuals worldwide.
About Parametric
Parametric, a part of Morgan Stanley Investment Management, partners with advisors, institutions, and consultants to create customized investment portfolios. With over 30 years of leadership in delivering market-efficient solutions and systematic strategies, Parametric provides clients with tailored multi-asset portfolios and alternative strategies that adapt to evolving market conditions.
About The Role
Parametric is seeking an Analyst to join the Investment Proposal Team, supporting the Institutional and Wealth Management sales teams. This role focuses on managing quantitative data, supporting due diligence requests, and delivering insights that drive informed investment decisions. The Analyst will collaborate with multiple teams, ensuring accuracy in reporting and enhancing Parametric’s ability to meet client needs.
Key Responsibilities
Assist In Monthly, Quarterly, And Annual Data Compilation For
Databases (Morningstar, eVestment, etc.)
RFPs/RFIs/DDQs
Strategy-level client reporting
Marketing materials
Utilize FactSet and internal data systems to generate performance reports, AUM statistics, and investment analytics
Support Institutional Sales and Wealth Management teams with ad hoc analysis
Collaborate on high-visibility projects guided by senior analysts and management
Maintain attention to detail and precision, ensuring data integrity across all reporting functions
Develop specialized knowledge of Parametric products and build strong relationships with internal stakeholders
Who You Are
Bachelor’s degree in Business, Finance, Economics, or a related field
1-3 years of relevant experience (including internships) in investment management, strategy, or finance
Strong mathematical and quantitative skills
Proficiency in Excel (PivotTables, VLOOKUP); familiarity with Alteryx, Tableau, or macros is a plus
Experience With FactSet And Investment Analysis Tools Is Preferred
Excellent organizational skills, with the ability to manage multiple projects under tight deadlines
Intellectual curiosity with a desire for continuous learning and process improvement
Compensation And Benefits
Salary Range: $70,000 - $150,000 per year
Annual discretionary bonus and incentive compensation eligibility
Comprehensive benefits, including medical, dental, vision, and 401(k) matching
Paid vacation, parental leave, and flexible work arrangements
Professional development support, including tuition reimbursement
Why Join Morgan Stanley and Parametric?
Morgan Stanley fosters a collaborative and diverse work environment, encouraging innovation and career growth. As an Equal Opportunity Employer, the company is committed to maintaining an inclusive workplace, supporting employees at every stage of their careers.
Ready to make an impact in investment management? Apply today!
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 41 countries, Morgan Stanley serves corporations, governments, institutions, and individuals worldwide.
About Parametric
Parametric, a part of Morgan Stanley Investment Management, partners with advisors, institutions, and consultants to create customized investment portfolios. With over 30 years of leadership in delivering market-efficient solutions and systematic strategies, Parametric provides clients with tailored multi-asset portfolios and alternative strategies that adapt to evolving market conditions.
About The Role
Parametric is seeking an Analyst to join the Investment Proposal Team, supporting the Institutional and Wealth Management sales teams. This role focuses on managing quantitative data, supporting due diligence requests, and delivering insights that drive informed investment decisions. The Analyst will collaborate with multiple teams, ensuring accuracy in reporting and enhancing Parametric’s ability to meet client needs.
Key Responsibilities
Assist In Monthly, Quarterly, And Annual Data Compilation For
Databases (Morningstar, eVestment, etc.)
RFPs/RFIs/DDQs
Strategy-level client reporting
Marketing materials
Utilize FactSet and internal data systems to generate performance reports, AUM statistics, and investment analytics
Support Institutional Sales and Wealth Management teams with ad hoc analysis
Collaborate on high-visibility projects guided by senior analysts and management
Maintain attention to detail and precision, ensuring data integrity across all reporting functions
Develop specialized knowledge of Parametric products and build strong relationships with internal stakeholders
Who You Are
Bachelor’s degree in Business, Finance, Economics, or a related field
1-3 years of relevant experience (including internships) in investment management, strategy, or finance
Strong mathematical and quantitative skills
Proficiency in Excel (PivotTables, VLOOKUP); familiarity with Alteryx, Tableau, or macros is a plus
Experience With FactSet And Investment Analysis Tools Is Preferred
Excellent organizational skills, with the ability to manage multiple projects under tight deadlines
Intellectual curiosity with a desire for continuous learning and process improvement
Compensation And Benefits
Salary Range: $70,000 - $150,000 per year
Annual discretionary bonus and incentive compensation eligibility
Comprehensive benefits, including medical, dental, vision, and 401(k) matching
Paid vacation, parental leave, and flexible work arrangements
Professional development support, including tuition reimbursement
Why Join Morgan Stanley and Parametric?
Morgan Stanley fosters a collaborative and diverse work environment, encouraging innovation and career growth. As an Equal Opportunity Employer, the company is committed to maintaining an inclusive workplace, supporting employees at every stage of their careers.
Ready to make an impact in investment management? Apply today!
Salary : $70,000 - $150,000
