Operations Senior Associate - Parametric

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.

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. The Contracts Management Team is responsible for contract generation and amendments, template maintenance, and documentation tracking and management.

ABOUT THE ROLE
This role will be part of Parametric's Contracts Management Team, with a focus on the retail Separately Managed Account (SMA) business, including investment management and subadvisory agreements. This role is primarily responsible for creating standard contracts from templates with minimal customization, following contracting policies and procedures and maintaining contract repositories. This role will utilize knowledge of technology and Parametric's contract management (CLM) tool to work with teams to develop additional contract management workflows and improve optimization. This role will engage with the internal legal team and a variety of business partners across Parametric.

PRIMARY RESPONSIBILITIES
- Assume primary day to day responsibility for client contracts, including drafting and reviewing standard investment management agreements with non-standard guidelines and/or fees, amendments, and other documents for the SMA business
- Partner with legal, product and other internal teams to manage contracts, facilitate negotiations, resolve questions and obtain appropriate signatures
- Track and manage the end-to-end process from kickoff to full execution and digital storage of all client agreements and related documents
- Ensure all contract data and information is appropriately entered into CLM tool
- Develop, maintain and document team data analysis
- Maintain and update team procedures
- Support metadata extraction from CLM tool, including mass upload/download
- Manage projects, including trackers, meetings, and email communications to various stakeholders

JOB REQUIREMENTS
- Bachelor's degree
- 5+ years' experience in contract management, with prior experience in financial services preferred
- Proficiency with MS Office, with demonstrated success and ability to leverage complex-to-advanced tools such as pivot tables, macros and scripts
- Excellent ability to work well in a fast-paced, dynamic environment, which may involve handling many tasks simultaneously, while maintaining accuracy
- Highly motivated and hardworking, with a passion for excellence
- Strong organizational, writing and editing skills
- Ability to aptly summarize key contractual concerns to, and on behalf of, business units
- Strong communicator and team player, with ability to collaborate with colleagues across the firm
- Prior experience and familiarity with Agiloft CLM tool preferred

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.

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).