Operations Associate - 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

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

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'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 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.

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'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 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.

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.

The Institutional Onboarding Associate maintains excellent client relationships and ensures a positive experience for clients as they support end-to-end onboarding for Institutional clients and mandate expansions across equity, derivatives and fixed income. The Associate coordinates work streams for Separate Accounts, Fund Investments and Collective Trusts, helping clients, consultants, and internal teams move from kickoff through documentation, account setup, operational readiness and handoff to ongoing service.

This role requires strong client service, project coordination, attention to detail and sound judgment in a controlled, collaborative environment.

• Coordinate assigned institutional onboarding work streams, including timelines, documentation checklists, client communications, status updates and follow-up.
• Serve as day-to-day onboarding contact for clients, consultants, Distribution and internal partners; prepare for and participate in onboarding calls.
• Support onboarding for separate accounts, fund investments and collective trusts across equity, derivatives and fixed income mandates, ensuring requirements are documented and routed appropriately.
• Partner with Legal, Compliance, Portfolio Management, Trading, Client Operations, Client Contract and Control,…