Parametric - 2027 Client Reporting Intern - ( Seattle)

About the role

The Client Reporting Intern supports institutional and wealth management sales organizations through accurate, timely reporting and analysis. Based in Seattle, this 10-week Parametric program offers hands-on experience with client deliverables, Excel-based analysis, cross-functional collaboration, professional development, networking, and a capstone presentation within Morgan Stanley Investment Management.

Responsibilities

• Prepare monthly, quarterly, and ad hoc client reporting for institutional and wealth management clients.
• Produce performance, holdings, income and expense, and transaction reports.
• Review client deliverables for accuracy and completeness before delivery.
• Create custom retail and institutional reports using Excel, Word, and PowerPoint.
• Respond to ad hoc data requests and ensure timely, accurate delivery.
• Build investment and product knowledge through collaboration with internal subject matter experts.

Requirements

• Work 40 hours per week throughout the summer program.
• Junior progressing toward a bachelor's degree in finance, economics, or a related discipline preferred.
• Demonstrate strong mathematical and quantitative skills, attention to detail, and a sense of urgency.
• Use intermediate Excel skills, including VLOOKUP and working with large data sets.
• Work independently and collaboratively while managing deadline-oriented workloads.
• Have strong communication, organizational, initiative, and teamwork skills.

Program Experience

• Participate in learning sessions, networking opportunities, and professional development events.
• Gain exposure to investment management, financial services, Parametric's products, business, and clients.
• Collaborate with professionals across Parametric and Morgan Stanley Investment Management.
• Complete an individual or team capstone project and present insights to business leaders.
• Develop communication, collaboration, and career-readiness skills through hands-on project work.
• Receive cross-functional exposure to investment management teams and career paths.

Work Arrangement

• The position is based at 800 5th Avenue in Seattle, Washington.
• The work environment is hybrid, with most roles working in the office three days weekly.
• End-client interactions are limited; the role focuses on timely, accurate client service and reporting.