Operations Analyst; Market Operations - Parametric

Overview

Operations Analyst (Market Operations) - Parametric

Base pay range: $60,000.00/yr - $90,000.00/yr

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

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 supports business functions by delivering service that results in scale, efficiency, accuracy, and operational excellence across the firm.

About The Role:

The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations. This position is part of our Market Operations team supporting key operational processes such as trade settlement of multiple asset types and the reconciliation of client portfolios including cost basis, impact of corporate actions, margin and collateral management. It is 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, and Alpharetta - across various teams, including:

• Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counter parties and custodians.
• Work with internal and external stakeholders in a professional manner; research and resolve issues quickly with urgency and accuracy, escalating 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 solutions to support 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 and competencies.

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, 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 focus on accuracy.
• Critical thinking, analytical, and problem-solving skills.
• Effective verbal and written communication skills.
• Self-motivated with the ability to work independently and collaboratively within a team.

We are committed to maintaining first-class service and high standards of excellence. Our values guide decisions to benefit clients, communities, and employees. Morgan Stanley offers a full spectrum of benefits and a supportive work environment. Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in incentive programs. Morgan Stanley is an equal opportunity employer and values diversity and inclusion.

It is the policy of the Firm to provide equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.

Seniority level:
Entry level

Employment type:

Full-time

Job function:
Management and Manufacturing