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 whats 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 Parametrics 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 Client Relations Group (CRG) at Parametric is within Operations and is tasked with processing all client related activities while delivering a first in class experience. CRG consists of several organizations: 1) Client Experience: advocates for our clients in onboarding and daily servicing 2) Client Operations: Systems experts in activities and account management 3) Client Contract and Control: Contract experts and quality assurance experts and 4) Business Enablement: Product experts for new business and strategic initiatives.

ABOUT THE ROLE
The Operations Analyst is responsible for providing critical business and operational support to Parametric investment and trading personnel. Their primary responsibility is to ensure the timely and accurate execution of all client account onboarding activities and is within the Client Experience organization within CRG. The Analyst will also be expected to maintain high service levels while improving and strengthening operational infrastructure.

PRIMARY RESPONSIBILITIES

• Responsible for ensuring daily new account onboarding activities including verifying all account documentation is received and properly submitted for archiving working with activity management teams on new account funding setting up account feeds and other client activities are completed in a timely and efficient manner
• Establish new client accounts in our internal systems
• Work with Financial Advisors broker-dealers and custodian banks to resolve onboarding issues
• Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines
• Facilitate the accurate and timely delivery of critical business information among all necessary parties
• Act as business owner of data demographic and activity reports operations requirements and daily account processing
• Collaborate with fellow colleagues to ensure all daily equity functions are completed concisely each business day
• Work with internal and external partners on the delivery and implementation of SMA retail business
• Work in a firm wide cross functional capacity to meet Operational business needs
• Collaborate with department management on re-engineering projects that will improve operational efficiency and enhance the client experience

JOB REQUIREMENTS

• Bachelors degree
• Operations and/or related experience
• Working knowledge of the financial services industry investment products such as equities and Separately Managed Accounts (SMA)
• Strong analytical organizational and communication skills
• Strong problem-solving skills and ability to work with others implementing solutions
• Meticulous attention to detail and highly process oriented
• Professional tact with excellent written and verbal 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).