Operations Analyst - Parametric

Morgan Stanley • Seattle, WA

6d • $60,000 - $90,000 • Hybrid

About The Position

The Operations Analyst provides critical business support for operational activities of Parametric's Fixed Income Client Activities Team. Primary responsibility is to maintain high service levels while improving the operational infrastructure.

Requirements

• Bachelor's degree
• 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

Responsibilities

• Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order 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.
• Provide reconciliation support.
• 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.
• Collaborate with fellow colleagues to ensure all daily SMA Muni fixed income functions are completed concisely each business day.
• Act as Business Owner of investment related data, cash activity reports, and daily account processing.
• Work closely with IT to improve on automation and efficiency.
• Gain proficiency and understanding of task allocations and team policies and procedure to mitigate risk.
• Assist with coverage when team members are out and cross train to ensure coverage.

Benefits

• 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)
• Short/Long Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees