Parametricportfolio
Operations Analyst
Parametricportfolio, Seattle, Washington, us, 98127
About Morgan StanleyMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit
www.morganstanley.com .About ParametricParametric 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.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. Office locations include Alpharetta, Boston, Minneapolis, and Seattle.ABOUT THE TEAMThe operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm.ABOUT THE OPPORTUNITYAs part of a Global team, Operations Analysts are responsible for ensuring the timely and accurate completion of responsibilities set out below. Our Operations team works across several different functional areas including Onboarding, Oversight, Billing, and Activities.PRIMARY RESPONSIBILITIESWork 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 them 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, review monthly NAV packets and billing calculations in an accurate, timely, and comprehensive manner.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 needs arise.JOB REQUIREMENTSRequired Experience: 1-3 years.Bachelor's Degree (4-year degree), preferably in a related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered.Familiarity with MS Office and the ability to learn additional internal/external software programs.Relationship-building skills and ability to thrive in a team environment.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.Excellent written and verbal communication skills.Good to Have SkillsPrior proven experience working in financial services.Parametric believes each member of our organization makes a significant contribution to our success. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment.The salary range for the position is $60,000 - $90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability.
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www.morganstanley.com .About ParametricParametric 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.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. Office locations include Alpharetta, Boston, Minneapolis, and Seattle.ABOUT THE TEAMThe operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm.ABOUT THE OPPORTUNITYAs part of a Global team, Operations Analysts are responsible for ensuring the timely and accurate completion of responsibilities set out below. Our Operations team works across several different functional areas including Onboarding, Oversight, Billing, and Activities.PRIMARY RESPONSIBILITIESWork 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 them 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, review monthly NAV packets and billing calculations in an accurate, timely, and comprehensive manner.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 needs arise.JOB REQUIREMENTSRequired Experience: 1-3 years.Bachelor's Degree (4-year degree), preferably in a related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered.Familiarity with MS Office and the ability to learn additional internal/external software programs.Relationship-building skills and ability to thrive in a team environment.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.Excellent written and verbal communication skills.Good to Have SkillsPrior proven experience working in financial services.Parametric believes each member of our organization makes a significant contribution to our success. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment.The salary range for the position is $60,000 - $90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability.
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