Operations Analyst - Parametric

About Morgan Stanley and Parametric

Workplace

• The role follows a hybrid working model with three days in the office each week and the remaining days chosen remotely or in the office.

Role Overview

Primary Responsibilities

• Work with internal and external stakeholders professionally and resolve issues with urgency and accuracy.
• Communicate regularly to resolve issues, confirm information, and provide status updates.
• Collect observations and develop actionable recommendations for improvement.
• Complete daily operations transactions, including reconciliations, trade posting, market events, new account setup, and account activity recording.
• Review monthly NAV packets and billing calculations accurately and comprehensively.
• Verify similar work completed by other team members to ensure information accuracy.
• Maintain client records, files, operational metrics, and data.

Job Qualifications

• Required experience is 1–3 years.
• A bachelor’s degree in Finance, Economics, Business, Accounting, or a related discipline is preferred; equivalent experience will be considered.
• Familiarity with MS Office and the ability to learn internal and external systems are required.
• Knowledge of financial services, investment products, and operations processes is required.
• Strong attention to detail, problem-solving, analytical, independent working, deadline management, and communication skills are required.

Additional Preferred Skills

• Prior financial services experience is preferred.
• Experience in investment operations, reconciliations, trade support, portfolio administration, account administration, or related operational functions is preferred.
• InvestCloud APL, CTM, or similar investment operations platform knowledge is a plus.