Operations Analyst - Parametric
About The Position
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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 homed 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
