Morgan Stanley
Operations Associate - Parametric
$70K–$140K
Seattle, Washington · On-site · Full-time · Posted Sep 1, 2026
- Experience
- 4+ years proven experience working with financial services advisors / money managers.
- Education
- 4-year degree, preferably in a related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
About the job
Supports the maintenance and servicing of Parametric client accounts by coordinating client requests, account activities, and portfolio analyses with internal and external partners.
What you'll do
- Maintain existing client accounts, support account terminations, and assist with team projects.
- Coordinate responses to client requests by working with internal teams and gathering information, paperwork, and transition analyses.
- Support portfolio analyses and build working relationships with internal teams and external contacts.
What they ask for
- 4+ years proven experience working with financial services advisors / money managers.
- Relationship-building, communication, problem-solving, organization, and teamwork skills.
- Interest in investment products and financial instruments such as equities and fixed income.
- Familiarity with MS Office and ability to learn additional software; attention to detail in a fast-paced environment.
Nice to have
- Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes.
- Degree in a related discipline such as economics, finance, marketing, or hospitality.
Pay
$70,000 - 140,000/Yr. (USD, base salary)
Tools
MS Office
Model-written summary · the original posting is authoritative