Morgan Stanley
Operations Senior Analyst - Parametric
Morgan Stanley, Minneapolis, Minnesota, United States, 55400
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Operations Senior Analyst - Parametric
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Morgan Stanley About Morgan Stanley Morgan 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 Parametric Parametric 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's 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. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. About The Team The Client Relations Group (CRG) at Parametric is within Operations and is tasked with processing all client related activities while delivering a first in class experience. CRG consists of several organizations: Client Experience, Client Operations, Client Contract and Control, and Business Enablement. About The Role The Operations Senior Analyst on the Institutional Onboarding Team is responsible for maintaining excellent client relationships and ensures a positive experience for clients as they proceed with onboarding a new relationship, or expanding an existing relationship. The Analyst will also be responsible for a subset of ongoing client service tasks for existing relationships. Primary Responsibilities
Maintain knowledge related to the status and needs of each client and their existing relationship in order to properly execute the client's mandate. Provide excellent customer service, which may require customized support and coordination with various internal departments. Act as the lead contact for assigned new onboarding clients and Oversee activity management for a subset of existing clients Assist team members with responding to questions, and provide onboarding guidance to clients. Communicate account changes and understand departmental implications Attend to the requests of existing commingled fund investors, to provide appropriate and timely responses utilizing department and regulatory procedures. Assist in monitoring and verifying that Private Placement Procedures are being followed and adhered to by all individuals involved in the sales process. Work in a firm wide cross functional capacity to meet Operational business needs Job Requirements
Bachelor's degree or equivalent work experience 1-3 Years Operations, Project Management, or Client Service related experience preferred Working knowledge of the financial services industry and investment products a plus Professional tact with excellent written and verbal skills Strong relationship-building skills and ability to thrive in team environment crucial. Strong organizational skills and meticulous attention to detail, with emphasis on accuracy and quality Ability to embrace technology solutions to enhance processes and service 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. What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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.
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Operations Senior Analyst - Parametric
role at
Morgan Stanley About Morgan Stanley Morgan 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 Parametric Parametric 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's 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. We also offer systematic alpha and alternative strategies to complement clients' core holdings. 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. About The Team The Client Relations Group (CRG) at Parametric is within Operations and is tasked with processing all client related activities while delivering a first in class experience. CRG consists of several organizations: Client Experience, Client Operations, Client Contract and Control, and Business Enablement. About The Role The Operations Senior Analyst on the Institutional Onboarding Team is responsible for maintaining excellent client relationships and ensures a positive experience for clients as they proceed with onboarding a new relationship, or expanding an existing relationship. The Analyst will also be responsible for a subset of ongoing client service tasks for existing relationships. Primary Responsibilities
Maintain knowledge related to the status and needs of each client and their existing relationship in order to properly execute the client's mandate. Provide excellent customer service, which may require customized support and coordination with various internal departments. Act as the lead contact for assigned new onboarding clients and Oversee activity management for a subset of existing clients Assist team members with responding to questions, and provide onboarding guidance to clients. Communicate account changes and understand departmental implications Attend to the requests of existing commingled fund investors, to provide appropriate and timely responses utilizing department and regulatory procedures. Assist in monitoring and verifying that Private Placement Procedures are being followed and adhered to by all individuals involved in the sales process. Work in a firm wide cross functional capacity to meet Operational business needs Job Requirements
Bachelor's degree or equivalent work experience 1-3 Years Operations, Project Management, or Client Service related experience preferred Working knowledge of the financial services industry and investment products a plus Professional tact with excellent written and verbal skills Strong relationship-building skills and ability to thrive in team environment crucial. Strong organizational skills and meticulous attention to detail, with emphasis on accuracy and quality Ability to embrace technology solutions to enhance processes and service 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. What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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.
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