Operations Associate - 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 Oversight Management team is responsible for verifying client-directed activity, reviewing activities before trading, providing management reporting, and ensuring external requests are completed correctly. The Operations Associate will provide oversight management to Client Service, Onboarding, and Transaction Activity Teams, and partner with Portfolio Managers to enable accounts for trading. This role offers opportunities to hone technical and professional skills in a dynamic environment, with potential to expand responsibilities and gain visibility.
Requirements
- Bachelor's (4yr) degree w/ concentration in Finance, Economics or related area of study.
- 4+ years of work experience in Financial Services, wealth/investment management preferrable
- 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
- 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.
- Partner with the Ops supervisor in work allocation and/or highlight must – go/escalated accounts
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
Mid Level
Number of Employees
5,001-10,000 employees
