Operations Analyst - Parametric

$60,000 - $90,000/Yr

Morgan Stanley - Seattle, WA

Full-time - Entry Level

Hybrid - Seattle, WA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Operations Analyst role at Parametric, part of Morgan Stanley Investment Management, involves ensuring the timely and accurate completion of operational responsibilities across various functional areas such as Onboarding, Oversight, Billing, and Activities. This position is integral to the operations department, which focuses on the overall production process and collaboration with internal and external stakeholders. The role is designed to evolve over time, allowing for additional responsibilities as opportunities arise.

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
• Collect observations and turn into actionable insights and recommendations for improvement
• Complete daily assigned operations transactions, including cash or position reconciliation, trade posting, processing market events, new account setup, account activity recording, review monthly NAV packets and billing calculations
• 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
• Ad-hoc and project work as needs arise

Requirements

• 1-3 years of relevant experience
• Bachelor's Degree (4-year 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
• Relationship-building skills and ability to thrive in a team environment
• Ability to work independently and self-manage high volumes of data with tight deadlines
• Strong attention to detail & highly process-oriented
• Strong problem-solving and analytical skills
• Excellent written and verbal communication skills

Nice-to-haves

• Prior proven experience working in financial services

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