Investment Analyst

Morgan Stanley

Investment Analyst supporting Parametric, Morgan Stanley’s asset management business, with equity options analysis and client servicing. Preparing portfolio insights, reporting, and strategy materials.

Posted 8/21/2026full-timeWestport • Connecticut • 🇺🇸 United StatesJunior💰 $70,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and quantitative skills in managing and analyzing equity options and derivatives strategies, while effectively communicating insights and collaborating with various internal teams. Proficient in managing client inquiries and ensuring accurate account reconciliation.

Highest-signal resume keywords

Options And Derivatives StrategiesFinancial Services ExperienceAnalytical SkillsMicrosoft Office ProficiencyBloomberg Terminal Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisPortfolio Exposure AnalysisStrategy Performance AnalysisAccount ReconciliationInvestment Commentary Preparation

Soft Skills

Excellent Communication SkillsInterpersonal SkillsProblem-Solving SkillsHigh Attention To DetailOrganizational Skills

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft OutlookBloomberg Terminal

Industry Keywords

Investment StrategyClient ServiceMarket DevelopmentsVolatility TrendsFinancial Advisors

About the role

Key responsibilities & impact

Support the Investment Strategy team in managing, analyzing, and servicing clients for equity options and derivatives strategies
Respond to product- and account-specific client inquiries
Coordinate strategy-information requests from clients, Financial Advisors, and internal partners
Analyze portfolio exposures, options positions, strategy performance, market developments, and volatility trends
Gather and analyze data for investment commentary, strategy updates, client communications, presentations, reports, and marketing collateral
Manage multiple group inboxes, prioritize and address requests, and route them to appropriate team members
Collaborate with strategists, portfolio managers/traders, technology, operations, distribution, and other internal teams
Assist with account reconciliation to ensure options trades and strategy activity are accurately reflected in client accounts
Support client needs and continuously improve processes and client service
Perform other responsibilities as assigned

Requirements

What you’ll need

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
Knowledge of options and derivatives strategies preferred
Excellent communication, interpersonal, and presentation skills
Demonstrated problem-solving, analytical, and quantitative skills
High attention to detail
Highly organized with ability to manage multiple tasks and priorities
Ability to work independently and collaboratively in a team environment
Proficiency in Microsoft Office, including Excel, PowerPoint, and Outlook
Ability to learn additional software platforms
Interest in responsibly leveraging artificial intelligence and emerging technologies
Familiarity using Bloomberg Terminal preferred

Benefits

Comp & perks

Annual discretionary incentive compensation award may be available
Participation in relevant business unit incentive compensation plan may be available, potentially including a discretionary bonus component
Medical insurance
Prescription drug coverage
Dental insurance
Vision insurance
Health Savings Account
Dependent Day Care Savings Account
Life insurance
Disability insurance
Other insurance plans
Paid time off, including sick leave consistent with state and local law
Parental leave
20 vacation days annually
10 paid holidays
401(k)
Short-term and long-term disability
Other special employee perks
Opportunities for internal mobility
Supportive and empowering work environment
Diversity and inclusion commitment