Investment Analyst

Ms Ms

Investment Analyst supporting Parametric, Morgan Stanley’s asset manager, with equity options and derivatives analysis. Preparing client communications, reporting, reconciliations, and strategy materials.

Posted 8/21/2026full-timeWestport • Connecticut, New York • 🇺🇸 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 expertise in managing and analyzing equity options and derivatives strategies, with strong analytical and quantitative skills to support investment commentary and client communications. Proficient in collaborating with cross-functional teams and managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Equity Options StrategiesDerivatives StrategiesFinancial AnalysisMicrosoft Excel ProficiencyBloomberg Terminal Familiarity

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisOptions StrategiesDerivatives StrategiesPortfolio AnalysisData AnalysisAccount ReconciliationInvestment CommentaryStrategy Performance AnalysisMarket Developments AnalysisVolatility Trends Analysis

Soft Skills

Excellent Communication SkillsInterpersonal SkillsPresentation SkillsProblem-Solving SkillsAttention to Detail

Tools & Technologies

Microsoft OfficeExcelPowerPointOutlookBloomberg Terminal

Industry Keywords

Financial ServicesInvestment StrategyClient InquiriesClient CommunicationsEmerging Technologies

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 and prioritize, address, and route requests
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
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
Problem-solving, analytical, and quantitative skills
High attention to detail
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
Relevant business unit incentive compensation plan, 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 and 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/Long Term Disability
Other special employee perks
Hybrid working model with remote or in-office work on remaining days after three office days