Operations Analyst - Parametric

Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner Establish new client accounts in our internal systems Work with Financial Advisors, broker-dealers, and custodian banks to resolve onboarding issues Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines Facilitate the accurate and timely delivery of critical business information among all necessary parties Act as business owner of data, demographic and activity reports, operations requirements and daily account processing Collaborate with fellow colleagues to ensure all daily equity functions are completed concisely each business day Work with internal and external partners on the delivery and implementation of SMA retail business Work in a firm wide cross functional capacity to meet Operational business needs Collaborate with department management on re-engineering projects that will improve operational efficiency and enhance the client experience Bachelor's degree Operations and/or related experience Working knowledge of the financial services industry, investment products such as equities and Separately Managed Accounts (SMA) Strong analytical, organizational, and communication skills Strong problem-solving skills and ability to work with others implementing solutions Meticulous attention to detail and highly process oriented Professional tact with excellent written and verbal skills 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. 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. Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.