Morgan Stanley
Operations Analyst (Market Operations) - Parametric
Morgan Stanley, Alpharetta, Georgia, United States, 30239
Overview
Operations Analyst (Market Operations) - Parametric. Join to apply for the Operations Analyst (Market Operations) - 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 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. 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. The Team
The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm’s end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives. Core responsibilities include post trade operational activities subject to proper controls and procedures to deliver service that results in scale, efficiency, accuracy, and operational excellence across the firm. The Role
The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. This position is a part of our Market Operations team supporting key operational processes such as trade settlement of multiple asset types and the reconciliation of many aspects of client portfolios including cost basis, impact of corporate actions, margin and collateral management. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It’s well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved. Opportunities in multiple locations - Seattle, Boston, and Alpharetta - across various teams, including: Trade Settlement: Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counterparties and custodians. Portfolio Reconciliation: Perform problem solving activities via daily cash and position reconciliations between internal systems and various forms of custodians including banks, clearing brokers and counterparties. Corporate Actions: Work with corporate action vendors and custodians to monitor the impact of corporate actions on client accounts. This includes dividends, mergers, stock splits and spin-offs; The timely and accurate capture of corporate actions is critical to successful portfolio management. Responsibilities
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, escalating to team leaders when appropriate Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement Complete assigned activities, cross-train when time allows, become a subject matter expert in your area Ensure accurate documentation that demonstrates adherence to policies and procedures Participate in opportunities for Ad-hoc project work to further learning, competency and career Job Qualifications
PRIMARY SKILLS Bachelor’s degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree. Experience working with Microsoft Office Suite, with strong proficiency in Excel. Ability to manage high volumes of data under tight deadlines. Strong organizational and time management skills Detail-oriented and process driven with a strong focus on accuracy Critical thinking, analytical, and problem-solving skills Effective verbal and written communication skills Self-motivated with the ability to work independently and collaborate within a team environment. Parametric believes each member of our organization makes a significant contribution to our success. This job description outlines 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. 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 — guide the decisions we make every day. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks. There’s also ample opportunity to move within the business for those who show passion and grit in their work. Salary range for the position: $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, Life Insurance, Disability and other plans, Paid Time Off, holidays, 401(k), and more. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer. 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, gender identity or expression, 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).
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Operations Analyst (Market Operations) - Parametric. Join to apply for the Operations Analyst (Market Operations) - 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 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. 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. The Team
The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm’s end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives. Core responsibilities include post trade operational activities subject to proper controls and procedures to deliver service that results in scale, efficiency, accuracy, and operational excellence across the firm. The Role
The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. This position is a part of our Market Operations team supporting key operational processes such as trade settlement of multiple asset types and the reconciliation of many aspects of client portfolios including cost basis, impact of corporate actions, margin and collateral management. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It’s well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved. Opportunities in multiple locations - Seattle, Boston, and Alpharetta - across various teams, including: Trade Settlement: Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counterparties and custodians. Portfolio Reconciliation: Perform problem solving activities via daily cash and position reconciliations between internal systems and various forms of custodians including banks, clearing brokers and counterparties. Corporate Actions: Work with corporate action vendors and custodians to monitor the impact of corporate actions on client accounts. This includes dividends, mergers, stock splits and spin-offs; The timely and accurate capture of corporate actions is critical to successful portfolio management. Responsibilities
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, escalating to team leaders when appropriate Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement Complete assigned activities, cross-train when time allows, become a subject matter expert in your area Ensure accurate documentation that demonstrates adherence to policies and procedures Participate in opportunities for Ad-hoc project work to further learning, competency and career Job Qualifications
PRIMARY SKILLS Bachelor’s degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree. Experience working with Microsoft Office Suite, with strong proficiency in Excel. Ability to manage high volumes of data under tight deadlines. Strong organizational and time management skills Detail-oriented and process driven with a strong focus on accuracy Critical thinking, analytical, and problem-solving skills Effective verbal and written communication skills Self-motivated with the ability to work independently and collaborate within a team environment. Parametric believes each member of our organization makes a significant contribution to our success. This job description outlines 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. 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 — guide the decisions we make every day. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks. There’s also ample opportunity to move within the business for those who show passion and grit in their work. Salary range for the position: $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, Life Insurance, Disability and other plans, Paid Time Off, holidays, 401(k), and more. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer. 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, gender identity or expression, 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).
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