Operations Analyst - Parametric

Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner Establish new client accounts in our internal systems Work with Financial Advisors, broker-dealers, and custodian banks to resolve onboarding issues Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines Facilitate the accurate and timely delivery of critical business information among all necessary parties Act as business owner of data, demographic and activity reports, operations requirements and daily account processing Collaborate with fellow colleagues to ensure all daily equity functions are completed concisely each business day Work with internal and external partners on the delivery and implementation of SMA retail business Work in a firm wide cross functional capacity to meet Operational business needs Collaborate with department management on re-engineering projects that will improve operational efficiency and enhance the client experience Bachelor's degree Operations and/or related experience Working knowledge of the financial services industry, investment products such as equities and Separately Managed Accounts (SMA) Strong analytical, organizational, and communication skills Strong problem-solving skills and ability to work with others implementing solutions Meticulous attention to detail and highly process oriented Professional tact with excellent written and verbal skills

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.