Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

About the role

Morgan Stanley is a leading global financial services firm offering a wide range of investment banking, securities, wealth management, and investment management services. Parametric, part of Morgan Stanley Investment Management, partners with advisors, institutions, and consultants to build portfolios focused on clients' needs. This role is part of Parametric's hybrid working model, combining remote and office-based work.

Responsibilities

• Support the maintenance of existing client accounts.
• Aid in team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests, such as asset values, status updates, tax efficiency, account performance, etc.
• Coordinate responses to client requests by liaising with internal teams and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Build and maintain working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures to mitigate risk.
• Assist with coverage when team members are out and cross-train to ensure coverage.
• Provide/refresh portfolio analyses with existing clients.

Requirements

• 4-year degree, preferably in related disciplines such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• Proven experience working with financial services advisors/money managers, especially with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes.
• Relationship-building skills and ability to thrive in a team environment.
• Interest and understanding of investment products and financial instruments like equities and fixed income.
• Established communication skills - both internally/externally in written/oral/auditory.
• Familiarity with MS Office and the ability to learn additional internal/external software programs.
• Resourcefulness, problem-solving, and organizational skills (ability to prioritize effectively).
• Flexibility, willingness to work in a fast-paced environment with hourly deadlines, and attention to detail.