Operations Associate - 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 is 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.

The operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm. Examples include supervising, organizing and completing daily production, measuring and evaluating daily workload, and providing services to ensure the business runs as smoothly and effectively as possible.

The Investment Operations Associate with 3-6 years of experience is responsible for supporting day-to-day operational activities related to equity portfolios, including portfolio reconciliations, transactions oversight, account maintenance and portfolio implementation activities. The role works closely with Portfolio Managers, Client Administration, and Technology teams to ensure portfolios are accurately maintained and aligned with investment models, client objectives, and operational requirements. We are looking for a self-starter with strong analytical and problem-solving skills, keen attention to detail, and the ability to work independently under tight deadlines. The ideal candidate will possess a strong understanding of investment operations and portfolio management concepts, demonstrate ownership of assigned processes, and continuously identify opportunities to improve operational efficiency, controls, and service quality. PRIMARY RESPONSIBILITES Responsible for ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliations, and portfolio implementation activities, are completed accurately, efficiently, and within established deadlines. Perform daily review of equity portfolios to ensure accuracy and alignment with model weights and investment strategies as per Portfolio managers. Monitor and support model implementation activities, ensuring portfolio holdings reflect approved investment decisions and objectives. Research and resolve portfolio exceptions, reconciliation breaks, cash discrepancies, and implementation variances. Review and validate portfolio holdings, cash balances, security positions, and transaction data across multiple systems. Monitor portfolio restrictions and investment guidelines to ensure compliance during implementation activities. Produce, review, and distribute daily, weekly, and monthly operational reports and control reviews. Support account onboarding, portfolio transitions, strategy changes, and special client requests. Investigate and resolve data quality issues impacting portfolio management and operational processes. Identify process improvement opportunities and support automation initiatives to enhance efficiency and scalability. Develop and maintain standard operating procedures,