Operations Analyst – Parametric

Morgan Stanley

. Work with internal and external stakeholders and other key points of contact professionally and responsively .

Posted 10/12/2026full-timeUnited StatesMid-LevelSenior💰 $60,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and problem-solving skills while managing high volumes of data with accuracy and attention to detail. Proficient in Microsoft Office Suite, particularly Excel, and capable of supporting investment management operations through effective communication and collaboration.

Highest-signal resume keywords

Data ManagementCash ReconciliationTrade PostingMicrosoft Excel ProficiencyAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementCash ReconciliationTrade PostingMarket Event ProcessingAccount SetupData-Entry VerificationOperational ReportingAudit ControlsPortfolio Accounting SystemsBilling Attributes Review

Soft Skills

Organizational SkillsTime ManagementDetail-OrientedCritical ThinkingEffective Communication

Tools & Technologies

Microsoft Office SuitePortfolio Accounting System (APX)

Industry Keywords

Investment ManagementClient Records ManagementTrade SettlementCorporate Actions MonitoringAccount Onboarding

About the role

Key responsibilities & impact

Work with internal and external stakeholders and other key points of contact professionally and responsively
Research and resolve issues quickly, accurately, and with appropriate urgency
Communicate with internal and external contacts to resolve issues, confirm information, and provide status updates
Collect observations and translate them into actionable insights and recommendations for improvement
Complete daily operations transactions, including cash or position reconciliation, trade posting, market event processing, new account setup, and account activity recording
Perform verification checks on work completed by others to ensure accuracy and completeness
Maintain thorough and accurate client records and files
Maintain metrics, data, and operational reporting
Support ad hoc work, projects, and team priorities
Identify problems that could delay trade settlement through trade confirmation review and failed trade reports
Perform daily cash and position reconciliations between internal systems and custodians
Monitor corporate actions and their impact on client accounts
Conduct reviews, oversight, and audit controls targeting high-risk matters
Provide functional support for portfolio managers, traders, and portfolio administrators
Establish prospect accounts in Parametric’s portfolio accounting system (APX)
Verify account documentation and support new account onboarding and funding activities
Perform data-entry verification checks before daily trading deadlines
Review billing attributes, client relationships, and account changes driving revenue accrual and invoicing

Requirements

What you’ll need

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

Benefits

Comp & perks

Eligibility for overtime
Annual discretionary incentive compensation award may be available
Relevant business unit incentive compensation plan, potentially including a discretionary bonus
Medical insurance
Prescription drug coverage
Dental insurance
Vision coverage
Health Savings Account
Dependent Day Care Savings Account
Life insurance
Disability insurance
Other insurance plans
Paid time off, including sick leave consistent with state and local law
Parental leave
20 vacation days annually
10 paid holidays
401(k)
Short-term disability
Long-term disability
Other special employee perks
Hybrid working model with remote or in-office flexibility on remaining days after working in the office three days per week
Opportunities for career growth within financial services
Opportunities to move within the business
Supportive and empowered work environment
Diversity and inclusion initiatives