What are the responsibilities and job description for the Operations Senior Analyst - Parametric position at TalentAlly?
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's 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 is within Operations and is tasked with processing all client related activities while delivering a first in class experience. CRG consists of several organizations: 1) Client Experience: advocates for our clients in onboarding and daily servicing 2) Client Operations: Systems experts in activities and account management 3) Client Contract and Control: Contract experts and quality assurance experts and 4) Business Enablement: Product experts for new business and strategic initiatives.
About The Role
The Operations Senior Analyst on the Institutional Onboarding Team is responsible for maintaining excellent client relationships and ensures a positive experience for clients as they proceed with onboarding a new relationship, or expanding an existing relationship. The Analyst will also be responsible for a subset of ongoing client service tasks for existing relationships.
Primary Responsibilities
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
PDN-9fe372dc-23d0-439c-ab00-af8e15b4e8a3
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's 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 is within Operations and is tasked with processing all client related activities while delivering a first in class experience. CRG consists of several organizations: 1) Client Experience: advocates for our clients in onboarding and daily servicing 2) Client Operations: Systems experts in activities and account management 3) Client Contract and Control: Contract experts and quality assurance experts and 4) Business Enablement: Product experts for new business and strategic initiatives.
About The Role
The Operations Senior Analyst on the Institutional Onboarding Team is responsible for maintaining excellent client relationships and ensures a positive experience for clients as they proceed with onboarding a new relationship, or expanding an existing relationship. The Analyst will also be responsible for a subset of ongoing client service tasks for existing relationships.
Primary Responsibilities
- Maintain knowledge related to the status and needs of each client and their existing relationship in order to properly execute the client's mandate.
- Provide excellent customer service, which may require customized support and coordination with various internal departments.
- Act as the lead contact for assigned new onboarding clients and Oversee activity management for a subset of existing clients
- Assist team members with responding to questions, and provide onboarding guidance to clients. This includes participation in calls with consultants and clients, responses to client inquiries (phone and email), and the escalation of complex inquiries to the Manager or Supervisor.
- Communicate account changes and understand departmental implications
- Attend to the requests of existing commingled fund investors, to provide appropriate and timely responses utilizing department and regulatory procedures; escalate to Manager as needed.
- Assist in monitoring and verifying that Private Placement Procedures are being followed and adhered to by all individuals involved in the sales process.
- Work in a firm wide cross functional capacity to meet Operational business needs
- Bachelor's degree or equivalent work experience
- 1-3 Years Operations, Project Management, or Client Service related experience preferred
- Working knowledge of the financial services industry and investment products a plus
- Professional tact with excellent written and verbal skills
- Strong relationship-building skills and ability to thrive in team environment crucial.
- Strong organizational skills and meticulous attention to detail, with emphasis on accuracy and quality
- Ability to embrace technology solutions to enhance processes and service
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
PDN-9fe372dc-23d0-439c-ab00-af8e15b4e8a3
Salary : $60,000 - $90,000
