Operations Analyst (Client Relations Group) - 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 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 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 at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm’s end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives.

ABOUT THE ROLE

The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. These positions are a part of our Client Relations Group (CRG) teams supporting key Client operational processes such as, Onboarding, Oversight, Billing, New Account and Client Activities. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It’s well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved.

Opportunities in multiple locations - Seattle, Boston, & Alpharetta - across various teams, including:

Client Activities

• Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner.

New Account Activities

• Establish prospect accounts in Parametric’s portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash.

Onboarding

• 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.

Oversight

• Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines, ensuring all account documentation is received and properly submitted for archiving

Billing

• Understand billing attributes and client relationships that drive revenue accrual and client invoicing and review of new accounts, changed accounts, and terminated accounts

Responsibilities:

• Work with internal and external stakeholders and other key points of contact in a professional manner
• Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate
• Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
• Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
• Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
• Ensure accurate documentation that demonstrates adherence to policies and procedures
• Participate in opportunities for Ad-hoc project work to further learning, competency and career

JOB REQUIREMENTS

Primary Skills

• Bachelor’s degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree.
• Experience working with Microsoft Office Suite, with strong proficiency in Excel.
• Ability to manage high volumes of data under tight deadlines.
• Strong organizational and time management skills
• Detail-oriented and process driven with a strong focus on accuracy
• Critical thinking, analytical, and problem-solving skills
• Effective verbal and written communicati