Operations Analyst; Client Relations Group - Parametric

Overview

Operations Analyst (Client Relations Group) - Parametric at Morgan Stanley. Join to apply for this role.

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

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 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 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. These positions are a part of our Client Relations Group (CRG) teams supporting key client operational processes such as Onboarding, Oversight, Billing, New Account and Client Activities.

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, & Alpharetta - across various teams, including Client Activities, New Account Activities, Onboarding, Oversight, and Billing.

• Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensure daily activities such as client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner.
• Establish prospect accounts in Parametric’s portfolio accounting system (APX) for portfolio managers to run optimizations on client securities and cash.
• Ensure daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, coordinating with activity management on funding, setting up account feeds, and other client activities.
• Perform verification checks on the team s data entries to ensure accurate processing prior to daily trading deadlines; ensure all account documentation is received and properly submitted for archiving.
• Understand billing attributes and client relationships that drive revenue accrual and client invoicing; review of new, changed, and terminated accounts.
• Work with internal and external stakeholders in a professional manner; research and resolve issues quickly and with urgency and accuracy; escalate 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 continuous improvement.
• Complete assigned activities, cross-train when possible, and become a subject matter expert in your area.
• Ensure accurate documentation that demonstrates adherence to policies and procedures.
• Participate in ad-hoc project work to further learning, competency and career growth.

• Bachelor’s degree in…