Operations Analyst - Parametric at Morgan Stanley

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

90000.0

Posted On

10 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Organizational Skills, Communication Skills, Problem Solving, Attention to Detail, Financial Services Knowledge, Investment Products Knowledge, Portfolio Management, Data Reconciliation, Client Transactions, Account Maintenance, Cash Activity Reporting, Team Collaboration, Invest Cloud APL Knowledge, CTM Knowledge

Industry

Financial Services

Description

Provide functional support to SMA equity portfolio managers and portfolio administrators for Eaton Vance's portfolios and management systems. Responsible for ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner Work with external partners across SMA sponsors on all client inquiries that impact workflows and investment process Facilitate the accurate and timely delivery of critical business information between all necessary parties Provide daily review of SMA equity portfolios to ensure accuracy Acts as Business Owner of investment related data, cash activity reports, and daily account processing Bachelor's degree or comparable work experience Operations and/or related experience Working knowledge of the financial services industry, investment products, and services Strong analytical, organizational, and communication skills Strong problem solving skills and ability to work with others implementing solutions Strong attention to detail with positive, enthusiastic attitude Knowledge of Invest Cloud APL a plus Knowledge of CTM a plus Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $60,000 and $90,000 per year at the commencement of employment. 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.

Responsibilities

Provide functional support to SMA equity portfolio managers and portfolio administrators. Ensure daily activities such as client transactions, account maintenance, and portfolio data reconciliation are completed efficiently.