Operations Analyst/Associate - Parametric

at  Morgan Stanley

Operations Analyst/Associate - Parametric
Job Number:

3251323
POSTING DATE: Apr 26, 2024
PRIMARY LOCATION: Americas-United States of America-Massachusetts-Boston
OTHER LOCATIONS: Americas-United States of America-Minnesota-Minneapolis, Americas-United States of America-Georgia-Alpharetta
EDUCATION LEVEL: Bachelor’s Degree
JOB: Asset/Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Analyst

ABOUT THE OPPORTUNITY

As part of a Global team, Operations Analysts and Associates 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 and we are looking for talented individuals who bring experience in one of more of these functional areas. This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified.

JOB REQUIREMENTS

Required Experience for our Analyst roles: 1-3 years
Required Experience for our Associate roles: 3-6 years

Primary Skills

• Bachelor’s Degree (4-year degree), preferably in 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 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
• Ability to work independently under tight deadlines
• Excellent written and verbal communication skills

Good to Have Skills

• Prior proven experience working in financial services

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. 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. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

• 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, review monthly NAV packets and billing calculations Do so 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