Operations Analyst - Parametric

Morgan Stanley•Edison, NJ

1d•Hybrid

About The Position

The Operations Analyst will be responsible for setting up new client portfolios within Parametric's accounting system. Assets could include cash, equity securities, fixed income securities. Daily volume is high, and the analyst will interact with client service, trading, portfolio management, and other teams at Parametric. 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.

Requirements

4-year degree, preferably in related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered
Experienced in Microsoft Office especially excel
Ability to work independently and self-manage high volumes of data with tight deadlines
Strong attention to detail
Strong time management skills
Strong communication skills

Responsibilities

Establish prospect accounts in Parametric's portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash
Resolve exceptions in a timely manner
Research and troubleshoot any issues with a existing and prospect client's portfolio
Work with internal teams to resolve issues that are found during the prospect account set-up process
Gain proficiency and understanding of task allocations and team policies and procedure in order to mitigate risk.
Assist with coverage when team members are out and cross train to ensure coverage
Various daily, weekly, and monthly checks

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
annual discretionary incentive compensation award
discretionary bonus component