Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

Morgan Stanley; Boston (MA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Incentive compensation

Discretionary bonuses

Morgan Stanley-sponsored benefits

Job summary

Morgan Stanley, part of Investment Management, seeks an Analyst to support the Client Relations Group in Boston. The role involves maintaining client accounts, managing responses to client requests, and providing analyses while collaborating with internal and external teams.

With a degree in finance or related fields and up to 4 years of experience, the ideal candidate demonstrates strong communication, relationship-building, and problem-solving skills, all within a hybrid working model offering a competitive salary between $60,000 to $90,000.

Qualifications

• 0-4+ years of experience with financial services advisors or money managers.
• Introductory experience with RIAs or family office community is a plus.
• Keen interest in investment products and financial instruments.

Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Coordinate responses to client requests.
• Gain proficiency in channel guides and team policies.

Skills

Relationship-building skills

Strong communication skills

Resourcefulness

Problem-solving

Education

4-year degree in economics, finance, marketing, or related discipline

Tools

MS Office

Job description

About the Role

Parametric, part of Morgan Stanley Investment Management, is seeking an Analyst to support the Client Relations Group (CRG). The role operates in a hybrid working model, working in the office three days a week with the option to work remotely the remaining days. Responsibilities include maintaining client accounts, coordinating responses to client requests, and providing portfolio analyses, while also collaborating with team members and external contacts.

Primary Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Become familiar with internal systems to respond to client requests (asset values, status updates, tax efficiency, account performance, etc.).
• Coordinate 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 in channel guides, team policies, and procedures to mitigate risk; assist with coverage when team members are out and cross‑train to ensure coverage.
• Support the provision or refreshing of portfolio analyses with existing clients.

Job Requirements

• 4‑year degree, preferably in economics, finance, marketing, or a related discipline; work experience in lieu of a degree will be considered.
• 0–4+ years of proven experience working with financial services advisors or 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 is 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.
• Strong communication skills—both written and oral—internally and externally.
• Familiarity with MS Office and a willingness to learn additional internal or external software programs.
• Resourcefulness, problem‑solving, and organization (ability to prioritize effectively).
• Willingness to work in a fast‑paced environment with hourly deadlines and a high degree of attention to detail.
• Flexible, willing, and able to work long hours as needed.

Benefits

Competitive base pay ranging from $60,000 to $90,000 per year, with potential for additional incentive compensation. The total compensation package may include commissions, discretionary bonuses, and other short‑ and long‑term incentive packages, along with Morgan Stanley-sponsored benefit programs. Morgan Stanley supports employee growth and offers a range of benefits and perks.

Equal Employment Opportunity

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).