Investment Strategy Coordinator

Morgan Stanley is seeking a Coordinator for Parametric, which is part of Morgan Stanley Investment Management. This position follows a hybrid work model, requiring 2-3 days in the office and the remainder remotely.

About the Role:

• Primary Responsibilities:
  • Manage work and deadlines using project management systems, including scheduling meetings and tracking progress.
  • Build and maintain reports and dashboards for work planning and business intelligence.
  • Monitor and route new work requests, ensuring proper handling and completion.
  • Act as a point of contact for the team and stakeholders to provide updates and resolve issues.
  • Support client-facing investment professionals by managing calendars and ensuring meeting preparation.
  • Contribute to workflow and process improvements and maintain process documentation.

Qualifications:

• Required:
  • Bachelor’s degree or equivalent experience.
  • Customer service experience is preferred.
  • Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
  • Adaptability to changing plans and priorities; comfortable with ambiguity.
  • Excellent attention to detail and accuracy.
  • Client service orientation and positive approach.
  • Proactive problem-solving abilities and strong communication skills.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office, with familiarity with Confluence, Salesforce, and/or Workfront being a plus.

Benefits:

• Salary Range: $60,000 - $90,000 per year, with potential for annual discretionary incentive compensation.
• Additional Benefits Include:
  • Medical, Dental, Vision, and Life Insurance.
  • Health Savings Account, Dependent Day Care Savings Account.
  • Paid Time Off (20 vacation days, 10 holidays, sick leave).
  • 401(k) and Disability Insurance.
  • Other special perks.