Associate, Onboarding - Parametric

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 2-3 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 builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).

GENERAL DESCRIPTION

The Associate, Onboarding is responsible for providing critical business and operational support to Parametric and Eaton Vance's investment and trading personnel. Their primary responsibility is to ensure the timely and accurate execution of all onboarding activities. The Associate will also be expected to maintain high service levels while improving and strengthening operational infrastructure.

PRIMARY RESPONSIBILITIES

- Responsible for ensuring daily onboarding activities, including portfolio implementations, portfolio data reconciliation, review of investment related data and client transactions are completed in a timely and efficient manner

- Establish new client accounts in the order management system

- Work with Financial Advisors, broker-dealers, and custodian banks to resolve onboarding issue

- Identify and resolve problems related to transactions or investment data in a timely fashion following established guideline

- Facilitate the accurate and timely delivery of critical business information among all necessary partie

- Act as business owner of data, demographic and activity reports, operations requirements and daily account processing

- Collaborate with fellow colleagues to ensure all daily SMA fixed income and equity functions are completed concisely each business day

- Work with internal and external partners on the delivery and implementation of SMA retail busine

- 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

Qualifications:

JOB REQUIREMENTS

- Bachelor's degree

- 1 to 3 years of operations and/or related experience

- Working knowledge of the financial services industry, investment products, and service

- Knowledge of Bloomberg a plu

- Knowledge of Fiserv APL a plu

- Strong analytical, organizational, and communication skill

- Strong problem-solving skills and ability to work with others implementing solution

- Meticulous attention to detail and highly process oriented

- Professional tact with excellent written and verbal skill

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

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).