Investment Operations Analyst — Hybrid

Morgan Stanley; Seattle (WA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Discretionary incentive

Paid time off

401(k)

Comprehensive benefits

Job summary

Morgan Stanley's Parametric team is hiring an Operations Analyst to support client activities, onboarding, billing, trade settlement, and portfolio reconciliation across multiple operations functions. The role offers exposure to investment management operations with growth opportunities and a hybrid work model (three days in the office, remaining days remote).

Ideal candidates have an associate or bachelor's degree, strong Excel skills, and the ability to handle high volumes of data under tight

Qualifications

• Associate or bachelor's degree preferred; relevant work experience may be considered in lieu of a degree.
• Strong proficiency with Microsoft 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 collaboratively.

Responsibilities

• Work with internal and external stakeholders in a professional and responsive manner.
• Research and resolve issues quickly, accurately, and with urgency.
• Communicate regularly with internal and external contacts to resolve issues, confirm information, and provide status updates.
• Collect observations and translate them into actionable insights and recommendations for improvement.
• Complete daily operations transactions, including 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 ensure accuracy and completeness.
• Ensure thorough 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.

Skills

Detail-oriented

Analytical thinking

Problem-solving

Written and verbal communication

Self-motivated

Team collaboration

Interest in investment management

Education

Associate degree or bachelor's degree preferred

Tools

Excel

Job description

Morgan Stanley's Parametric team is hiring an Operations Analyst to support client activities, onboarding, billing, trade settlement, and portfolio reconciliation across multiple operations functions. The role offers exposure to investment management operations with growth opportunities and a hybrid work model (three days in the office, remaining days remote).

Ideal candidates have an associate or bachelor's degree, strong Excel skills, and the ability to handle high volumes of data under tight