Operations Associate - Parametric

About the 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 www.morganstanley.com.

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.

Responsibilities

• Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines
• New accounts
• Changes to existing accounts
• Closed accounts
• Cash activities
• Ensure all account documentation is received and properly submitted for archiving
• Create and maintain daily risk and control reports to ensure all activities are processed timely
• Create and maintain weekly quality metrics to help improve long term performance
• Update account parameters in proprietary system
• Process bulk change requests from a multitude of teams: finance, sales, billing and management
• Contribute to Oversight Management team projects & initiatives
• Partner with the Ops supervisor in work allocation and/or highlight must-go/escalated accounts

Requirements

• Bachelor's (4yr) degree w/ concentration in Finance, Economics or related area of study
• 4+ years of work experience in Financial Services, wealth/investment management preferred
• Strong Proficiency in Microsoft Office programs
• Professional tact with excellent written and verbal skills
• Strong problem solving and analytical skills
• Meticulous attention to detail and highly process oriented
• Able to multi-task under tight deadlines
• Able to work in tightly knit team environment
• Strong interest in starting a career in the investment management industry

Qualifications

• Technical and Professional skills honed in a dynamic work environment
• Opportunities to expand responsibilities and gain visibility

Skills

• Ability to take initiative on a variety of projects and utilize problem solving skills to complete them effectively and efficiently

Benefits

Salary range for the position: $70,000 - 140,000/Yr.

The successful candidate may be eligible for an annual discretionary incentive compensation award.

The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.

Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.