Return To Work - Operations Analyst, Parametric | Seattle, WA

Morgan Stanley is a global financial services company with Parametric as part of its investment management division. The Operations Analyst will support investment management and financial operations across client relations, market operations, onboarding, billing, trade settlement, portfolio reconciliation, and corporate actions. The role involves resolving operational issues, processing transactions, maintaining accurate records, and supporting reporting and process improvements.

What you'll do:

• Work with internal and external stakeholders and other key points of contact in a professional and responsive manner
• Research and resolve issues quickly, accurately, and with appropriate urgency
• Communicate regularly with internal and external contacts to resolve issues, confirm information, and provide status updates
• Collect observations and help translate them into actionable insights and recommendations for improvement
• Complete daily assigned operations transactions, which may include cash or position reconciliation, trade posting, processing market events, new account setup, and account activity recording
• Perform verification checks on similar work completed by others to help ensure accuracy and completeness
• Ensure thorough and accurate record keeping and maintenance of client records and files
• Maintain metrics, data, and related operational reporting as needed
• Support ad hoc work, projects, and team priorities as needed
• Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counterparties and custodians
• Perform problem solving activities via daily cash and position reconciliations between internal systems and various forms of custodians including banks, clearing brokers and counterparties
• Work with corporate action vendors and custodians to monitor the impact of corporate actions on client accounts. This includes dividends, mergers, stock splits and spin-offs; The timely and accurate capture of corporate actions is critical to successful portfolio management

What they're looking for:

• Strong proficiency with Microsoft Office Suite, particularly Excel
• Ability to manage high volumes of data under tight deadlines
• Strong organizational and time management skills
• Detail-oriented and process driven, with a strong focus on accuracy
• Critical thinking, analytical, and problem-solving skills
• Effective written and verbal communication skills
• Self-motivated with the ability to work independently and collaborate within a team environment
• Strong interest in starting a career in the investment management industry
• This program is designed for individuals who have been out of the workforce for two or more years. The two-year eligibility requirement will be calculated as of the January 2027 program start date
• Associate degree or bachelor's degree preferred, with a concentration in Data Management, Finance, Accounting, Economics, or a related area of study; relevant work experience may be considered in lieu of a degree

Benefits:

• This 16-week paid program
• Comprehensive training
• Mentorship
• Professional development
• Hybrid working model, which includes working in the office three days a week and choosing to work remotely or in the office the remaining days of the week.
• The successful candidate may be eligible for an annual discretionary incentive compensation award.
• The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
• Medical
• Prescription Drug
• Dental