Operations Analyst - Parametric

Morgan Stanley • Boston, MA

4d • $60,000 - $90,000 • Hybrid

About The Position

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

Requirements

• Bachelor’s degree w/ concentration in Finance or Accounting or related area of study
• Competent in Microsoft Office programs (Outlook, Word, Exce)
• Working knowledge of the financial services industry, investment products, and services is a plus
• 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

Nice To Haves

• Working knowledge of the financial services industry, investment products, and services is a plus

Responsibilities

• Responsible for ensuring daily activities, including client transitions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner
• Ensure compliance with regulatory requirements associated with client portfolio transitions, including OFAC list comparisons and applicable AML and Red Flags responsibilities
• Facilitate the accurate and timely delivery of critical business information between all necessary parties
• Collaborate with Supervisor on re-engineering projects that will improve the efficiency of workflows and enhance client experience with account transitions
• Acts as “Business Owner” of investment related data, sales activity reports, and daily account processing

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level