Morgan Stanley Operations Analyst – Summer 2027

Pomona College; Alpharetta (GA); On-site; USD 39,000 - 50,000; Full time

Job summary

Morgan Stanley is seeking talented individuals for the Operations Analyst Program in Alpharetta, GA. You will learn investment operations, support reconciliation, trade lifecycle processes, client servicing, and process improvements while collaborating with diverse teams.

This program emphasizes problem solving, data analysis, and exposure to tools such as Excel, Alteryx, Tableau, Power BI, SQL, Python, and automation platforms to drive efficiency and control.

Qualifications

• Associate or bachelor’s degree completed by program start date.
• Strong analytical and problem-solving skills with data
• Systems-thinking and continuous-improvement mindset
• High attention to detail and a commitment to quality
• Clear written and verbal communication; collaboration skills
• Ownership, learning agility, and ability to prioritize in a deadline-driven environment
• Experience using spreadsheets to organize and analyze information

Responsibilities

• Learn Parametric's investment operations workflows and support cash and position reconciliation, trade lifecycle support, and client servicing.
• Develop end-to-end understanding of processes, data flows, controls, and handoffs.
• Investigate exceptions and root causes; recommend sustainable solutions.
• Collaborate with Operations, portfolio managers, traders, and technology teams to resolve issues.
• Analyze data to identify patterns, trends, and risks; build dashboards and reports.

Skills

Analytical thinking

Problem solving

Attention to detail

Communication

Team collaboration

Learning agility

Education

Bachelor's degree

Tools

Alteryx

Tableau

Power BI

SQL

Python

Workflow automation tools

Job description

Morgan Stanley

ABOUT PARAMETRIC

Office Locations:

SUMMER COHORT STARTS - July 2027

ABOUT THE OPERATIONS ANALYST PROGRAM

WHAT YOU'LL DO AND LEARN

• Learn Parametric's investment strategies, operating model, and business-critical Operations workflows, and understand how Market, Client, and Control functions support clients, portfolios, risk management, and business growth.
• Learn and execute business-critical investment operations workflows accurately and on time. Responsibilities may include activities such as cash and position reconciliation, trade lifecycle support, client servicing, corporate actions, account onboarding and maintenance, contracts, oversight activities, and billing, depending on team assignment.
• Develop an end-to-end understanding of assigned processes, including activities, decisions, systems, data flows, controls, handoffs, and upstream and downstream dependencies.
• Investigate exceptions, breaks, recurring operational issues, and client-impacting events using structured problem-solving and data analysis. Identify root causes, assess impacts, and recommend sustainable solutions.
• Partner with Operations teams, portfolio managers, traders, sales, product management, technology teams, external providers, and other stakeholders to resolve issues, improve handoffs, and support business priorities.
• Perform quality control and verification activities, maintain accurate records and documentation, and help ensure operational processes meet established policies, procedures, and control standards.
• Analyze operational and investment data to identify patterns, anomalies, trends, bottlenecks, and emerging risks. Build reports, dashboards, or analytical tools that turn data into actionable insights and improvement opportunities.
• Identify opportunities to simplify, standardize, automate, or redesign workflows and contribute to process mapping, requirements gathering, testing, implementation, and adoption activities.
• Collaborate with Automation, Reinvention & Collaboration (ARC) and other partners on process-improvement initiatives, workflow modernization efforts, analytics projects, automation solutions, and AI-enabled capabilities.
• Use or learn tools such as Excel, Alteryx, Tableau, Power BI, SQL, Python, workflow automation platforms, process-modeling tools, and approved AI solutions, as appropriate to the assignment.
• Contribute to operational excellence, analytics, automation, or process-improvement initiatives and present findings, recommendations, and outcomes to team members and business partners.

WHAT YOU'LL BRING

• Associate or bachelor's degree completed by the program start date. Relevant fields may include industrial, process, or systems engineering; operations research; supply chain; data science or analytics; computer science; information systems; mathematics; statistics; finance; accounting; economics; or a related analytical, business, or technical field. Candidates from other majors with relevant quantitative, technical, or process-improvement experience are also encouraged to apply.
• Strong analytical and problem-solving skills, including the ability to break down ambiguous issues, work with data, identify root causes, and form well-supported conclusions.
• A systems-thinking and continuous-improvement mindset, including curiosity about how people, processes, data, controls, and technology interact end to end and a desire to make work simpler, more accurate, efficient, scalable, and controlled.
• High attention to detail and a commitment to quality, sound judgment, risk awareness, responsible use of data and technology, and positive client outcomes.
• Clear written and verbal communication skills, with the ability to collaborate effectively with teammates and stakeholders and communicate complex ideas in a clear and organized manner.
• Ownership, learning agility, adaptability, and the ability to prioritize effectively in a collaborative, deadline-driven environment.
• Experience using spreadsheets to organize and analyze information and communicate findings, or the ability to learn quickly.
• Strong interest in building a career at the intersection of investment management, operations, process improvement, data, and technology.
• Ability to work full-time (40 hours per week) by the program start date.

Preferred Qualifications

• Coursework, internships, or project experience involving process mapping, continuous improvement, business analysis, data analysis, automation, workflow design, programming, analytics, or AI.
• Exposure to one or more tools such as Alteryx, Tableau, Power BI, SQL, Python, workflow automation platforms, process-modeling tools, version control platforms, or similar technologies.
• Familiarity with financial markets, investment management, or business operations. Prior investment operations experience is not required.
• Experience contributing to a cross-functional project, presenting recommendations, developing a prototype, or helping others adopt a new process, workflow, or technology solution.

Salary & Benefits

Office Locations

• Alpharetta Office: 1 Edison Drive Alpharetta, GA 30005
• Boston Office: One Post Office Square, Floor 21 Boston, MA 02109
• Seattle Office: 800 Fifth Avenue, Suite 2800 Seattle, WA 98104
• Minneapolis Office: 3600 Minnesota Drive, Suite 200 Minneapolis, MN 55435

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

Salary Range

Equal Employment Opportunity

About Morgan Stanley