Morgan Stanley 2022 Parametric Investment Operations Associate, July cohort (Seattle)

2022-03-07 Morgan Stanley Morgan Stanley

Seattle
Bachelor's Degree
Finance

Parametric is part of Morgan Stanley Investment Management, the asset management division. 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.

 Investment Operations Positions - College grads: Jump-start your career! Read more to see if you fit the criteria.

Parametric has several Associate level roles within Investment Operations in our Seattle office.  These Associates partake in the Class Hires Program that begins on July 18th, 2022. Departments include Portfolio Reconciliation, Trade Operations, Corporate Actions, and Operations Oversight. The program targets recent or soon to be college graduates seeking opportunities within the financial services industry. (Applicants must have degree by start date.) The job is not remote and will be located in the office advertised. Parametric follows a hybrid work schedule. Note: This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

 These are regular full time positions that offer a comprehensive training program that builds a relevant foundation of knowledge and skills in the financial services industry—and sets you up for success in entry-level positions at Parametric. If you are seeking a collaborative and innovative culture please apply. Parametric values and celebrates inclusion and diversity, women, minorities and all protected classes are encouraged to apply!

 Primary Responsibilities may include:

 Reconciling internal cash, position, and tax lot data to external parties to mitigate risk and allow for portfolio optimization and trading.

  • Trade posting processes transmission of trades to counterparties, matching/confirmation/affirmation of trades, and resolution of exceptions.
  • Processing voluntary and mandatory market events for both domestic and international market securities each day (i.e. dividends, splits, mergers, rights offerings, tender offers, and other events), ensuring events are elected on, processed and posted to the accounting system in a timely and accurate manner.
  • Create and implement new audits and reports as needed, review outputs and department work to ensure that exceptions are addressed timely and accurately.
  • Communicate with internal and external contacts to resolve any issues.
  • Record keeping/maintenance of client records and files.
  • Custodian data feed and interface management for all live and future accounts.

   Job Requirements:

  • Graduating seniors earning a Bachelor’s (4yr) degree w/ concentration in Business, Data Management, Finance, Accounting, Economics or related area of study.
  • Competent in Microsoft Office programs.
  • Ability to work independently and self-manage high volumes of data with tight deadlines.
  • Experience with VBA and macros a plus.
  • Familiarity with portfolio accounting systems like Advent, or Bloomberg, a plus.
  • Strong attention to detail.
  • Ability to work independently under tight deadlines.
  • Leadership skills are encouraged. 
  • Strong communication skills.
Full Time Analyst
Full Time Analyst

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