Operations Analyst - Parametric

Morgan Stanley • Boston, MA

3d • $60,000 - $90,000 • Hybrid

About The Position

The Operations Analyst will provide critical business support for operational activities of Parametric's Investment Operations Team. Primary responsibility is to maintain high service levels while improving the operational infrastructure.

Requirements

• Bachelor's degree or comparable work experience
• Operations and/or related experience
• Working knowledge of the financial services industry, investment products, and services
• Strong analytical, organizational, and communication skills
• Strong problem solving skills and ability to work with others implementing solutions
• Strong attention to detail with positive, enthusiastic attitude

Nice To Haves

• Knowledge of Invest Cloud APL a plus
• Knowledge of CTM a plus

Responsibilities

• Provide functional support to SMA equity portfolio managers and portfolio administrators for Eaton Vance's portfolios and management systems.
• Responsible for ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner
• Work with external partners across SMA sponsors on all client inquiries that impact workflows and investment process
• Facilitate the accurate and timely delivery of critical business information between all necessary parties
• Provide daily review of SMA equity portfolios to ensure accuracy
• Acts as Business Owner of investment related data, cash activity reports, and daily account processing

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees