Operations Analyst - Parametric

Morgan Stanley • Seattle, WA

2d • Hybrid

About The Position

The Operations Analyst program is designed for recent or soon to be college graduates to learn - then build upon - a foundation of knowledge in the investment industry with a focus on investment operations. New hires into this program will start their journey as part of a cohort of Operations Analyst. Over three weeks, participants experience a comprehensive firm and financial services overview which is designed with the goal of setting new hires up for success as Analysts in the Operations organization at Parametric. Operations Analyst program participants learn about products, services, and how various business units at Parametric - and across Morgan Stanley - work together. At the conclusion of the three-week program, participants are aligned to work in one of the many Operations teams which includes Portfolio Administration, Corporate Actions, Trade Settlements, Account Onboarding, Account Activity Management, Account Oversight, and Billing Solutions. 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.

Requirements

• Associate degree or bachelor's degree, with a concentration in Data Management, Finance, Accounting, Economics, or related area of study
• Strong Proficiency in Microsoft Office programs
• Ability to work independently and self-manage high volumes of data with tight deadlines
• Strong attention to detail & highly process oriented
• Strong problem solving and analytical skills
• Ability to work independently under tight deadlines
• Excellent written and verbal communication skills
• Strong interest in starting a career in the investment management industry
• Must be able to work full-time (40 hours a week) by the program start date

Nice To Haves

• Leadership skills are encouraged

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.
• Communicate with internal and external contacts regularly to resolve issues, confirm information, provide status updates or information, among others
• Collect observations and turn into actionable insights and recommendations for improvement.
• Complete daily assigned operations transactions, which may include cash or position reconciliation, trade posting, processing market events, new account setup, account activity recording. Do so in an accurate, timely, and comprehensive manner
• Perform verification checks on similar work done by others on the team, to ensure accuracy of information
• Ensure thorough and accurate record keeping/maintenance of client records and files.
• Maintain metrics and data
• Ad-hoc and project work as needed.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree