Associate - Performance, Investment Operations - Parametric

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 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.

ABOUT THE ROLE
The Performance Team serves as the firm's expert for calculating performance for all accounts and a select set of composites. The performance data the team generates and disseminates to both internal and external clients is an integral piece of the investment reporting engine. The team is responsible for all asset class performance, spanning equity, fixed income, derivatives, overlay and multi-asset. They calculate, gross-of-fee, net-of-fee and pre-tax performance in addition to after-tax performance on many of the firm's tax managed strategies. The position requires collaboration with multiple teams and a high level of initiative, in addition to the ability to work collaboratively in a team environment. The candidate must be detail oriented, have excellent communication and organizational skills.

PRIMARY RESPONSIBILITIES

• Assist in the entire life cycle of the firm's performance process, including data cleansing, working with cross-functional teams on data exceptions, and processing data through completion to support client reporting for over 100,000+ accounts and other performance related deliverables, primarily within the equity asset class.
• Assist in the calculation of performance and maintenance of non-GIPS composites.
• Assist with portfolio manager analysis requests.
• Assist in the distribution of monthly/quarterly/annual performance-related deliverables.
• Respond to ad-hoc requests from internal and external entities.
• Perform daily and monthly audits as needed.
• Own and escalate urgent issues, reconciliation discrepancies, and breakdowns in operational controls.
• Evaluate and improve existing operational processes and procedures to reduce risk and increase efficiency.
• Create and maintain written procedures.

JOB REQUIREMENTS

• Bachelor's (4yr) degree w/concentration in Business, Finance, Math, Accounting or related field.
• 1 - 5 years investment management industry performance experience preferred.
• Excellent written and verbal communication skills.
• Ability to interact effectively with individuals\departments across the businesses, as well as external relationships at all levels.
• Strong attention to detail.
• Ability to work independently under tight deadlines and effectively manage multiple tasks.
• Strong professional demeanor, proven leadership skills.
• Working knowledge of corporate actions, cash flows & dividends desired.
• CIPM designation or progress towards CIPM highly desirable.
• Knowledge of Advent APX, FactSet, APL, Bloomberg, or other relevant portfolio accounting, trade, and reporting systems.
• Strong mathematical, analytical, and Excel skills
• Experience with VBA, R, Python, or SQL a plus.
  
  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.
  
  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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

We're committed to bringing passion and customer focus to the business.

Salary range for the position: $70,000 - 150,000/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).