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    Operations Analyst/Associate - Boston, MA, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Boston, MA, United States

    4 hours ago

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    Full time
    Description
    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

    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
    Office locations include Alpharetta, Boston, Minneapolis and Seattle


    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 OPPORTUNITY
    As part of a Global t eam, Operations Analyst s and Associates are responsible for ensuring the timely and accurate completion of responsibilities set out below
    Our Operations team works across several different functional areas including, Onboarding, Oversight, Billing and Activities and we are looking for talented individuals who bring experience in one of more of these functional areas
    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
    • Adhoc and project work as needs arise

    JOB REQUIREMENTS
    Required Experience for our Analyst roles: 1-3 years
    Required Experience for our Associate roles: 3-6 years

    Primary Skills

    • Bachelor's Degree (4year 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
    • Relationshipbuilding skills and ability to thrive in team environment
    • Ability to work independently and selfmanage 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 communication skills
    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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence
    Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools
    We want to be the first choice for prospective employees
    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, sex stereotype, gender, gender identity or expression, transgender, 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)

    Salary range for the Analyst position is $60,000 - $90,000/Yr and the Associate position is $70,000 - $150,000/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 to learn more about our benefit offerings

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