Operations Analyst- Parametric

Morgan Stanley is a global financial services firm, with Parametric serving as its investment management and custom portfolio solutions business. The Operations Analyst supports the maintenance of client accounts and relationships by responding to client requests, coordinating with internal and external teams, supporting account activities, and providing portfolio analyses.

What you'll do:

• Support the maintenance of existing client accounts
• Assist with team projects and initiatives
• Establish familiarity with internal systems to respond to client requests – asset values, status updates, tax efficiency, account performance, etc
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc
• Support the termination of client accounts as requested
• Establish working relationships with Distribution and other internal teams on existing client relationships
• Establish working relationships with external contacts for new accounts and activity for existing clients
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage
• Support the provision/refreshing of portfolio analyses with existing clients

What they're looking for:

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered
• 0-2+ years proven experience working with financial services advisors / money managers
• Relationship-building skills and ability to thrive in a team environment
• Keen interest in and understanding of investment products and financial instruments such as equities and fixed income
• Established communication skills - both internally/externally in written/oral/auditory essential
• Familiarity with MS Office and the ability to learn additional internal/ external software programs
• Resourcefulness, problem solving, and organization (ability to prioritize effectively)
• Willingness to work in fast-paced environment with hourly deadlines with attention to detail
• Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus

Benefits:

• Hybrid working model, including working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.