Operations Analyst (Client Relations Group) - Parametric

Morgan Stanley•Seattle, WA

2d•$60,000 - $90,000•Hybrid

About The Position

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

Requirements

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 communication skills
Self-motivated with the ability to work independently and collaborate within a team environment.

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

Benefits

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)
Short/Long Term Disability
annual discretionary incentive compensation award