Operations Analyst (Client Relations Group) - Parametric
About The Position
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. Establish prospect accounts in Parametric's portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash. 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. 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 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 Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. There's 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 https://www.morganstanley.com/about-us/global-offices into your browser.
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
- Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems
- Establish prospect accounts in Parametric's portfolio accounting system (APX)
- Ensure daily new account onboarding activities
- Perform verification checks on team's data entries
- Work with internal and external stakeholders
- Research and resolve issues
- Communicate with internal and external contacts
- Identify areas for improvement and implement agreed upon solutions
- 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
Benefits
- 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 unit's incentive compensation plan, which also may include a discretionary bonus component.
- Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
