Operations Analyst - Parametric

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 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.

About The Team

The Operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm. Examples include supervising, organizing, and completing daily production, measuring and evaluating daily workload, and providing services to ensure the business runs as smoothly and effectively as possible.

About The Role

As part of the Global Operations Team, the Operations Analyst is responsible for ensuring the timely and accurate completion of responsibilities set out below.

Creating a Follow the Sun model between locations will require close collaboration and clear hand-offs to ensure service and operations excellence. Work closely on a set list of standard and ad hoc tasks that need to be performed during non-US market hours, and then provide a status report at local end of day. This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified.

Primary 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.
• 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
  
  

Skillset

JOB REQUIREMENTS

Required Experience: 1-3 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 com
  
  

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 is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.

Posting Date

May 6, 2024

Primary Location

Non-Japan Asia-India-Maharashtra-Mumbai (MSA)

Job

Asset/Investment Management

Employment Type

Full Time

Job Level

Analyst