Institutional Sales & Service Internship

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.

Our culture is based on the principles of Accountability, Advancement, Representation, and Inclusive Culture. We offer several employee networking groups such as: Women in Leadership, Pride +, Mosaic Multicultural.

The work environment is hybrid with most jobs working in office 2-3 days a week and others at home.

Duration: June 9th to August 15th, 2025

Location: Minneapolis (3600 Minnesota Drive, Suite 200 Minneapolis, MN )

Hourly Salary set at $28.50        Other: Intern roles are not eligible for benefits.

General Description

This internship position provides ongoing support to the Institutional Sales & Service Team. Assists in performing routine operational and administrative activities including CRM, portal, and internal file maintenance. The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeking to learn about the sales and service side of the business. The candidate should have the ability to solve problems and build relationships internally.

Primary Responsibilities

–      Assist in maintaining the client portal framework, assists/leads in continuously ongoing portal enhancements and supports both client portal inboxes.

–      Performs CRM System (Salesforce) maintenance and assists with data population as new functionality is introduced to maintain automated relationship framework, working through exceptions as they arise.

–      Serves as a technical resource to the team, utilizing available resources and a demonstrated ability to handle both standard and non-standard situations through application of systems.

–      Assists in maintaining accurate desktop procedures and day-to-day process documents that are distributed to the team for use. Creates new process documents as enhancements/projects come to fruition.

–      Participates in broader institutional projects as needed by the Institutional Sales & Service team.

Job Requirements

–      Available to work 40 hours per week during the summer.

–      Progressing towards a Bachelor’s degree in Finance, Economics, or a related discipline.

–      Strong attention to detail and strong written and oral communication skills.

–      Experience working in Microsoft Office applications, especially PowerPoint and Excel.

–      Ability to prioritize and manage multiple projects independently and simultaneously meet deadlines and adapt to changing priorities and timelines.

–      Must possess a high level of initiative and have a demonstrated ability to work in a strong 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.