Operations Analyst - Parametric

Morgan Stanley•Edison, NJ

8d•$60,000 - $90,000•Hybrid

About The Position

The Operations Analyst is responsible for providing critical business and operational support to Parametric investment and trading personnel. Their primary responsibility is to ensure the timely and accurate execution of all client account onboarding activities and is within the Client Experience organization within CRG. The Analyst will also be expected to maintain high service levels while improving and strengthening operational infrastructure.

Requirements

Bachelor's degree
Operations and/or related experience
Working knowledge of the financial services industry, investment products such as equities and Separately Managed Accounts (SMA)
Strong analytical, organizational, and communication skills
Strong problem-solving skills and ability to work with others implementing solutions
Meticulous attention to detail and highly process oriented
Professional tact with excellent written and verbal skills

Responsibilities

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
Establish new client accounts in our internal systems
Work with Financial Advisors, broker-dealers, and custodian banks to resolve onboarding issues
Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines
Facilitate the accurate and timely delivery of critical business information among all necessary parties
Act as business owner of data, demographic and activity reports, operations requirements and daily account processing
Collaborate with fellow colleagues to ensure all daily equity functions are completed concisely each business day
Work with internal and external partners on the delivery and implementation of SMA retail business
Work in a firm wide cross functional capacity to meet Operational business needs
Collaborate with department management on re-engineering projects that will improve operational efficiency and enhance the client experience

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