ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 2-3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm. Examples include supervising, organizing, and completing daily production, measuring and evaluating daily workload, and providing services to ensure the business runs as smoothly and effectively as possible. ABOUT THE ROLE As part of the Global Operations Team, the Operations Analyst is responsible for ensuring the timely and accurate completion of responsibilities set out below. Creating a Follow the Sun model between locations will require close collaboration and clear hand-offs to ensure service and operations excellence. Work closely on a set list of standard and ad hoc tasks that need to be performed during non-US market hours, and then provide a status report at local end of day. This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified. PRIMARY 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, among others - Collect observations and turn 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, account activity recording, review monthly NAV packets and billing calculations Do so in an accurate, timely, and comprehensive manner - 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
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