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Operations Analyst - Parametric
Operations Analyst - ParametricMorgan Stanley • Boston, MA, US
Operations Analyst - Parametric

Operations Analyst - Parametric

Morgan Stanley • Boston, MA, US
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  • [job_card.full_time]
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Operations Analyst

The Operations Analyst will provide critical business support for operational activities of Parametric's Investment Operations Team. Primary responsibility is to maintain high service levels while improving the operational infrastructure.

Primary Responsibilities :

  • Provide functional support to SMA equity portfolio managers and portfolio administrators for Eaton Vance's portfolios and management systems.
  • Responsible for ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner
  • Work with external partners across SMA sponsors on all client inquiries that impact workflows and investment process
  • Facilitate the accurate and timely delivery of critical business information between all necessary parties
  • Provide daily review of SMA equity portfolios to ensure accuracy
  • Acts as Business Owner of investment related data, cash activity reports, and daily account processing

Job Requirements :

  • Bachelor's degree or comparable work experience
  • Operations and / or related experience
  • Working knowledge of the financial services industry, investment products, and services
  • Strong analytical, organizational, and communication skills
  • Strong problem solving skills and ability to work with others implementing solutions
  • Strong attention to detail with positive, enthusiastic attitude
  • Knowledge of Invest Cloud APL a plus
  • Knowledge of CTM a plus
  • 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.

    What You Can Expect From Morgan Stanley :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

    Expected base pay rates for the role will be between $60,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    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).

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