Operations Analyst - Parametric
About The Position
Morgan Stanley is a leading global financial services firm. Parametric, part of Morgan Stanley Investment Management, partners with advisors, institutions, and consultants to build portfolios. 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 Oversight Management team is responsible for verifying all client-directed activity, reviewing activities before trading, providing management reporting, and verifying external requests are completed correctly before sending to portfolio managers. The Operations Analyst provides oversight management to the Client Service, Onboarding and Transaction Activity Teams while partnering with Portfolio Managers to enable accounts for trading. Technical and Professional skills are honed in a dynamic work environment, with opportunities to expand responsibilities and gain visibility.
Requirements
- Bachelor's (4yr) degree w/ concentration in Finance, Economics or related area of study.
- Strong Proficiency in Microsoft Office programs.
- Professional tact with excellent written and verbal skills.
- Strong problem solving and analytical skills.
- Meticulous attention to detail and highly process oriented.
- Ability to multi-task under tight deadlines.
- Ability to work in tightly knit team environment
- Strong interest in starting a career in the investment management industry.
Responsibilities
- Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines (New accounts, Changes to existing accounts, Closed accounts, Cash activities)
- Ensure all account documentation is received and properly submitted for archiving
- Prepare daily risk and control reports to ensure all activities are processed timely
- Create and maintain weekly quality metrics to help improve long term performance
- Update account parameters in proprietary system
- Process bulk change requests from a multitude of teams: finance, sales, billing and management
- Contribute to Oversight Management team projects & initiatives
- Ability to take initiative on a variety of projects and utilize problem solving skills to complete them effectively and efficiently.
Benefits
- Comprehensive employee benefits and perks
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
