- Assume primary day to day responsibility for client contracts in the retail Separately Managed Account (SMA) business, including drafting and reviewing standard investment management agreements with nonstandard guidelines and/or fees, amendments, and other documents for the SMA business
- Partner with legal, product and other internal teams to manage contracts and obtain appropriate signatures
- Track and manage the end to end process from kickoff to full execution and digital storage of all client agreements and related documents
- Ensure all contract data and information is appropriately entered into CLM tool
- Develop, maintain and document team data analysis (Excel skills include: power queries, pivot tables, vlookup, etc.)
- Support metadata extraction from CLM tool, including mass upload/download
- Manage projects, including project trackers, meetings, and email communications to various stakeholders
- Other tasks, as required
- Bachelor's degree
- Prior experience in financial services preferred
- Proficiency with MS Office, with demonstrated success and ability to leverage complextoadvanced tools from pivot tables to macros and scripts, among others, for project/analysis efficiency
- Excellent ability to work well in a fastpaced, dynamic environment, which may involve handling many tasks simultaneously, while maintaining accuracy
- Highly motivated and hardworking, with a passion for excellence
- Strong organizational, writing and editing skills
- Ability to aptly summarize key contractual concerns to and on behalf of business units
- Strong communicator and team player, with ability to collaborate with colleagues across the firm regardless of function or level
- Prior experience and familiarity with Agiloft CLM tool preferred
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Associate Contract Manager - Seattle, WA, United States - Morgan Stanley
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's 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
A
BOUT THE TEAM
The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities
CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight)
A
BOUT THE ROLE
This role will have a focus on Parametric's contracts management process, including investment management and subadvisory agreements
This role provides minimal negotiation of contract terms and conditions, and is primarily responsible for creating standard contracts (which may have non-standard fees), following contracting policies and procedures and maintaining contract repositories
This role will utilize knowledge of technology and Parametric's contract management (CLM) tool to work with teams to develop additional contract management workflows and improve optimization
This role will engage with a variety of internal business partners across Parametric
PRIMARY RESPONSIBILITIES
JOB REQUIREMENTS
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
Salary range for the position:
$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
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)