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 ROLE
The Operations Analyst role is responsible for supporting the Australian and APAC activity related to Parametric\'s growing equity, separately managed account (SMA) and institutional business. Responsibilities for this position will be cross-functional, including trade settlements, corporate actions, and operational support.The candidate should be a dedicated, self-motivated, detail-oriented individual, with a thirst to learn. They will develop a passion for the asset management industry and its role in delivering appropriate outcomes to investors. The candidate will be one who seeks a long-term career based around forming genuine, respectful relationships, internally and externally.Also note, that overtime may be required depending on market and coverage needs within the APAC region. This role may also be responsible for non-operational tasks to support other areas due to time zone needs. The ideal applicant will be able to thrive in an independent setting, where reporting line and colleagues are located in the United States, physically distant and in a different time zone. The ability to prioritize work, hit deadlines, and clearly escalate when issues arise is paramount.PRIMARY RESPONSIBILITIES
- Provide operational support for Australian placements, entitlements, and initial public offerings. This includes receiving notices about eligibility, coordinating communication and workflow across portfolio managers, traders, and brokers, and ultimately submitting documentation to receive shares of securities in client portfolios.
- Responsible for the entire post trade execution process for the APAC region, including transmission of trades to counterparties, matching/confirmation/affirmation of trades, resolution of exceptions. Focus will be on sensitive or short settlement cycle markets including China-A and India.
- Work with Morgan Stanley compliance and risk based out of the APAC region when questions arise on positions and transactions at Parametric. Have a broad understanding of transactions, new accounts, position transfers, and other entries that impact portfolio holdings and compliance related questions.
- Act as the primary point of contact for the Operations department in the APAC region for other functions, to include compliance, risk, and operational oversight. This responsibility includes recurring tasks, as well as ad hoc escalation.JOB REQUIREMENTS- 3+ years direct applicable work experience- Bachelor\'s degree in relevant discipline (e.g. Finance, Economics, Engineering, Business, Mathematics).- Experience working with Corporate Actions, Trade Settlements, and other back office operational roles.- Ability to work independently under tight deadlines and effectively manage multiple tasks.- Strong written and verbal communication skills; ability to deliver clear, effective communication and takes responsibility for understanding others.- Displays high attention to detail, accuracy, thoroughness and thoughtfulness. Commitment to meeting identified quality and efficiency standards.- Knowledge of APX, Omgeo Alert, Omgeo CTM, and / or SWIFT messaging preferredParametric 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.Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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