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, requiring 3 days a week in the office. The Operations Analyst program is designed for recent college graduates to build a foundation in investment operations. New hires participate in a three-week comprehensive overview of the firm and financial services industry, followed by alignment to a specific Operations team such as Portfolio Administration, Corporate Actions, Trade Settlements, Account Onboarding, Account Activity Management, Account Oversight, and Billing Solutions.
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.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
