Parametric - 2026 Client Reporting Intern - ( Boston or Seattle)
Morgan Stanley
Program Description
Before we get to know you, please be sure to get to know us! Read more and learn about how Parametric fits within Morgan Stanley Investment Management. Learn more at https://www.parametricportfolio.com/about
Who we are: Parametric is part of Morgan Stanley Investment Management, the asset management division. 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 offer systematic alpha and alternative strategies to complement clients’ core holdings. As a fiduciary, Parametric encourages companies to provide greater transparency around environmental, social, and governance (ESG) issues and rectify clear lapses in oversight. Clients trust us to represent their interests through our investment stewardship activities.
The work environment is hybrid with most jobs working in office 3 days a week and others at home.
Duration: June 8th to August 14th, 2026
Locations: Seattle (800 5th Ave.) Or Boston (1 Post Office Square)
Salary is set at $28.50 per hour. Position is not eligible for benefits or relocation support.
Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first.
The Client Reporting Intern will be involved in assisting the Client Reporting Team with a variety of duties to support the Institutional and Wealth Management sales organizations. The role will support the Client Reporting Analysts with client reporting deliverables, qualitative and quantitative analysis. The position will require teamwork and collaboration with multiple departments. Although interactions with the end client are limited, the role is focused on providing exceptional client service through timely and accurate analysis and reporting. |
Primary Responsibilities |
| – Prepare monthly, quarterly, and ad hoc analysis and client reporting for institutional and\or wealth management clients. (Examples include net of fee performance calculations, holdings, income & expense and transactions reports, etc.) – Perform detailed review of client deliverables. – Prepare and review custom retail and institutional client reports utilizing Excel, Word and Power Point. – Ensure timely and accurate delivery of all requests. – Assist with ad hoc data requests in support of the team. – Develop strong relationships with internal subject matter experts with particular attention to developing strong investment/product knowledge. – May be required to take on additional responsibilities and initiatives that will be executed with limited direction from the Supervisor, as well as Client Reporting Analysts. |
Job Requirements |
| – Able to work 40 hours per week during the summer. – Junior progressing towards a Bachelor’s degree in Finance, Economics, or a related discipline preferred. – Strong math/quantitative skills. – Intermediate Excel skills, including V-Lookup and experience with large data sets. – Ability to work and excel independently. – Working knowledge of statistics and familiarity with the principles of portfolio management. – Possess excellent communication and organizational skills and be able to handle a deadline-oriented workload. – High attention to detail and strong sense of urgency. – Must possess a high level of initiative and have a demonstrated ability to work in a team environment. – Willingness to learn the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment. – Experience with VBA is a plus. |