Operations Analyst - Parametric

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 Firms employees serve clients worldwide including corporations governments institutions and individuals. For further information about Morgan Stanley please visit .

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 is 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 operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm. Examples include supervising organizing and completing daily production measuring and evaluating daily workload and providing services to ensure the business runs as smoothly and effectively as possible.

ABOUT THE ROLE
The Operations Analyst will be responsible for setting up new client portfolios within Parametrics accounting system. Assets could include cash equity securities fixed income securities. Daily volume is high and the analyst will interact with client service trading portfolio management and other teams at Parametric.

PRIMARY RESPONSIBILITIES

• Establish prospect accounts in Parametrics portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash
• Resolve exceptions in a timely manner
• Research and troubleshoot any issues with a existing and prospect clients portfolio
• Work with internal teams to resolve issues that are found during the prospect account set-up process
• Gain proficiency and understanding of task allocations and team policies and procedure in order to mitigate risk. Assist with coverage when team members are out and cross train to ensure coverage
• Various daily weekly and monthly checks
  

JOB QUALIFICATIONS

PRIMARY SKILLS

• 4-year degree preferably in related discipline such as economics finance or marketing; work experience in lieu of degree will be considered
• Experienced in Microsoft Office especially excel
• Ability to work independently and self-manage high volumes of data with tight deadlines
• Strong attention to detail
• Strong time management skills
• Strong communication skills

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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe please copy and paste into your browser.

Salary range for the position: $60000-$90000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and 20 Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).