Operations Senior Analyst - Parametric @ Morgan Stanley
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About Morgan Stanley
Morgan Stanley is a leading global financial services firm offering investment banking, securities, wealth management, and investment management services across more than 41 countries.
About Parametric
Parametric, part of Morgan Stanley Investment Management, builds custom portfolio solutions for advisors, institutions, and consultants. With over 30 years of expertise, they specialize in market exposures, implementation solutions, and multi-asset portfolio design including systematic alpha and alternative strategies.
The Role
The Operations Senior Analyst - Parametric is responsible for maintaining excellent client relationships during onboarding and servicing existing relationships. This role is part of the Institutional Onboarding Team under the Client Relations Group (CRG) within Operations.
Primary Responsibilities
- Maintain current knowledge of client statuses and needs.
- Deliver excellent, customized customer service through effective internal coordination.
- Serve as the lead contact for new onboarding clients and manage parts of existing relationships.
- Assist team members with inquiries, onboarding guidance, and escalation of complex issues.
- Monitor and verify adherence to Private Placement Procedures and support cross-functional operations.
Job Requirements
- Bachelor's degree or equivalent experience.
- 1-3 years in operations, project management, or client services.
- Working knowledge of financial services and investment products.
- Excellent written and verbal communication with strong organizational skills.
- Ability to embrace technology and enhance processes.
Work Arrangement & Benefits
This role follows a hybrid working model with in-office attendance 3 days a week and remote flexibility on remaining days. Morgan Stanley offers competitive benefits including health plans, 401(k), paid time off, and more.
Equal Opportunity Employer
Morgan Stanley is committed to diversity and equal employment opportunities for all applicants.
Global Presence
Learn more about Morgan Stanley's global offices at this link.
Compensation
The salary range for this position is $60,000 to $90,000 per year, with eligibility for an annual discretionary incentive compensation award and participation in incentive plans.
Key skills/competency
- Client Onboarding
- Operational Support
- Project Management
- Customer Service
- Relationship Management
- Attention to Detail
- Financial Services
- Hybrid Work
- Communication
- Regulatory Compliance
How to Get Hired at Morgan Stanley
🎯 Tips for Getting Hired
- Customize your resume: Highlight operations and client service experience.
- Research Morgan Stanley: Understand company culture and values.
- Prepare examples: Demonstrate onboarding and team coordination skills.
- Practice scenarios: Prepare responses for client service inquiries.