Operations Analyst - Parametric

474 MS Services Group, Inc.; Seattle (WA); Hybrid; USD 54,000 - 66,000; Full time

Job summary

Morgan Stanley Parametric is seeking an Operations Analyst to support end-to-end operational processes across onboarding, billing, account activity, trade settlement, and reconciliations. You will work with Client Relations and Market Operations to ensure accuracy, timely reporting, and efficient client service in a hybrid office environment.

The role emphasizes attention to detail, data-driven decision-making, and the ability to handle high volumes with deadlines, while collaborating with

Qualifications

• Associate or bachelor's degree preferred, related data/finance field.
• Strong Excel and MS Office skills; ability to manage large data volumes under deadlines.
• Detail-oriented and process-driven with strong analytical capabilities.
• Excellent written and verbal communication; able to work independently and with a team.

Responsibilities

• Process daily operations transactions including cash or position activity and account events.
• Post trades, reconcile data, and monitor market events.
• Maintain client records and operational reporting; support onboarding and corporate actions.
• Collaborate with Client Relations, Market Operations, and other teams to resolve issues.

Skills

Data management

Analytical skills

Attention to detail

Office software

Communication

Independent work

Team collaboration

Education

Associate or Bachelor's degree preferred

Tools

Excel

Microsoft Office

Job description

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

THE TEAM

The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives.

THE ROLE

The Operations Analyst role is an excellent opportunity for individuals interested in building a career in investment management and financial operations. This position offers broad exposure to the operational side of the business and provides a solid foundation for future growth within financial services. As an Operations Analyst, you may work within teams across the Client Relations Group, Market Operations, and related Operations functions. These teams support key client and operational processes, including onboarding, oversight, billing, new account activities, client service, trade settlement, portfolio reconciliation, and corporate actions. This role is well-suited for someone who is detail-oriented, eager to learn, analytical, process-driven, and comfortable working with high volumes of data under deadlines.

PRIMARY RESPONSIBILITIES

• Work with internal and external stakeholders and other key points of contact in a professional and responsive manner.
• Research and resolve issues quickly, accurately, and with appropriate urgency.
• Communicate regularly with internal and external contacts to resolve issues, confirm information, and provide status updates.
• Collect observations and help translate them into actionable insights and recommendations for improvement.
• Complete daily assigned operations transactions, which may include 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 help ensure accuracy and completeness.
• Ensure thorough and accurate 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.

Salary: $28.85 per hour ($60,000 annualized), with eligibility for overtime.

JOB QUALIFICATIONS

Associate degree or bachelor's degree preferred, with a concentration in Data Management, Finance, Accounting, Economics, or a related area of study; relevant work experience may be considered in lieu of a degree. Strong proficiency with Microsoft Office Suite, particularly 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 collaborate within a team environment. Strong interest in starting a career in the investment management industry.

OUR VALUES AND CULTURE

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.

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.