Morgan Stanley

Vice President- Investment Strategy - Parametric

Posted On

April 8, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 7, 2025

Job Description

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 more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. 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 also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM
The Investment Strategy team creates and delivers powerful stories for external and internal clients and turns investment research into real-world portfolios for investors. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. We meet with clients and prospects, present at events, and write papers.

ABOUT THE ROLE
The Manager, Investment Strategy is accountable for leading the Parametric Investment Strategy team in India which is comprised of investment and non-investment roles which support the overall goals of the Investment Strategy team. The Manager, Investment Strategy creates and fosters a supportive work environment for employees at all levels in their career, ensuring that client deliverables are produced accurately and timely and that the department production is fully optimized with thoughtful production work coordination. The Manager, Investment Strategy operations being both leading and managing a team and bringing strategic leadership, all while ensuring work is done through exceptional service, timely and accurate work, and overall team enablement

PRIMARY RESPONSIBILITIES

Maintain subject matter expertise for work on the team and set best practice for all work that the team is accountable for.
Build a high-performing team and motivate people while allocating workloads appropriately across the team.
Understand and participate in work that the team performs to provide guidance (may include thought leadership ideation, marketing material design, and investment product design and enhancement, designing and maintaining reports and dashboards, etc.)
Develop and provide ongoing training, including ensuring documentation of team procedures and best practices remains up to date.
Advise on and implement processes to complete high-volume, high variety recurring and ad hoc investment work efficiently while ensuring high-quality output.
Power user of the team’s technology stack who partners with our Platform Solutions team on suggested enhancements to workflows.
Design, build, and maintain reports and dashboards to help plan, manage, and complete work in a timely manner, as well as deliver business intelligence.
Drive the team to brainstorm ideas that improve efficiency, reduce risk, and enhance the client experience and lead efforts to determine which ideas will be adopted
Participate in the hiring process and help implement a tailored onboarding and training program for new hires.
Work collaboratively with leadership across geographies to ensure that work efforts are enhanced across locations and not duplicated.
Provide metrics and updates to senior leadership.
Ensure quality standards and SLAs for the team are met and work is completed on time.

JOB QUALIFICATIONS
SKILL SET
Required Experience: 9+ years relevant experience inclusive of direct people management experience.

Primary Skills

Bachelor’s degree or equivalent work experience
9+ years of relevant experience
Success in a similar leadership/management role
Intermediate to Advanced Excel knowledge
Capable of effectively organizing a team to collectively accomplish goals
Excellent organizational skills
Strong written and verbal communication skills.
Demonstrated ability to problem solve effectively and creatively
Strong math/quantitative skills and analytical writing ability
High attention to detail and strong sense of urgency
Demonstrated ability to work in a team environment and ability to manage through influence
Initiative to drive results and drive a team to achieve results together
Passion for driving efficiencies, and have a demonstrated ability to work in a collaborative team environment
Resourceful, with a can-do attitude toward projects and willingness to apply creative problem solving
Ability to organize a team with a deadline-oriented workload

Good to Have Skills

Familiarity with FactSet, Bloomberg and other analysis tools
Experience with Python, R, SQL and/or VBA
Prior experience using workflow management technology, preferably Workfront; and demonstrated ability and willingness to learn and use new technology
PMP, PgMP, PMI-ACP and/or CSM certification

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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