Operations Analyst (Fixed Income Reconciliation) - Boston

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's 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 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

The Operations Analyst will provide critical business support for operational activities of Parametric’s Account Administration Team.  Primary responsibility is to maintain high service levels while improving the administrative infrastructure.

Primary Responsibilities

• Responsible for ensuring daily activities, including client transitions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner
• Ensure compliance with regulatory requirements associated with client portfolio transitions, including OFAC list comparisons and applicable AML and Red Flags responsibilities
• Facilitate the accurate and timely delivery of critical business information between all necessary parties
• Collaborate with Supervisor on re-engineering projects that will improve the efficiency of workflows and enhance client experience with account transitions
• Acts as “Business Owner” of investment related data, sales activity reports, and daily account processing

Job Requirements

• Bachelor’s degree w/ concentration in Finance or Accounting or related area of study
• Competent in Microsoft Office programs (Outlook, Word, Excel)
• Working knowledge of the financial services industry, investment products, and services is a plus
• Strong analytical, organizational, and communication skills
• Strong problem solving skills and ability to work with others implementing solutions
• Strong attention to detail with positive, enthusiastic attitude

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.