Operations Analyst- Parametric

474 MS Services Group, Inc.; Alpharetta (GA); Híbrido; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

Morgan Stanley Parametric is seeking an Operations Analyst to support the maintenance of client accounts and relationships within the firm. You will work with Operations Associates and Senior Operations Associates to respond to client requests and coordinate with internal teams.

Gain familiarity with internal systems, assist with portfolio analyses and account transitions, and help maintain accurate client information in a fast-paced environment, with long hours when needed.

Formación

• 4-year degree in economics, finance, marketing, or hospitality.
• 0-2+ years proven experience in financial services.
• Introductory experience with RIAs, Family Office, UMAs, tax-efficient products, or indexes is a plus.
• Relationship-building skills and ability to thrive in a team environment.
• Strong interest in investment products and financial instruments.
• Excellent written/oral communication skills.
• Familiarity with MS Office and ability to learn internal software.
• Resourcefulness, problem solving, and organization.
• Willingness to work in a fast-paced environment with deadlines and attention to detail.
• Flexible and able to work long hours as needed.

Responsabilidades

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Respond to client requests regarding asset values, status updates, tax efficiency, and account performance.
• Coordinate responses by liaising with internal teams and using internal resources.
• Assist with termination of client accounts as requested.
• Build relationships with Distribution and other internal teams for existing relationships.
• Develop relationships with external contacts for new accounts and activity.
• Learn channel guides and team policies to mitigate risk.
• Cross-train to ensure coverage when team members are out.
• Assist with provisioning/refreshing portfolio analyses for existing clients.

Conocimientos

Relationship-building

Communication

Teamwork

Attention to detail

Problem solving

Educación

4-year degree in economics/finance/marketing/hospitality

Herramientas

MS Office

Descripción del empleo

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 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).

ABOUT THE ROLE

The Operations Analyst is responsible for working closely with Operations Associates and Senior Operations Associates in order to support the maintenance of client accounts and relationships within the firm.

Primary Responsibilities

Support the maintenance of existing client accounts. Assist with team projects and initiatives. Establish familiarity with internal systems to respond to client requests – asset values, status updates, tax efficiency, account performance, etc. Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc. Support the termination of client accounts as requested. Establish working relationships with Distribution and other internal teams on existing client relationships. Establish working relationships with external contacts for new accounts and activity for existing clients. Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage. Support the provision/refreshing of portfolio analyses with existing clients.

Job Requirements

4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered. 0-2+ years proven experience working with financial services advisors / money managers. Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus. Relationship-building skills and ability to thrive in a team environment. Keen interest in and understanding of investment products and financial instruments such as equities and fixed income. Established communication skills - both internally/externally in written/oral/auditory essential. Familiarity with MS Office and the ability to learn additional internal/ external software programs. Resourcefulness, problem solving, and organization (ability to prioritize effectively) Willingness to work in fast-paced environment with hourly deadlines with attention to detail. Flexible, willing, and able to work long hours as needed.

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 service.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do