Morgan Stanley
Operations Associate - Parametric
$70K–$140K
Boston, Massachusetts +1 · On-site · Full-time · Posted Aug 19, 2026
- Location
- Boston, Massachusetts
Seattle, Washington - Experience
- 4+ years of work experience in Financial Services.
- Education
- Bachelor's (4yr) degree with a concentration in Finance, Accounting, or a related area of study.
About the job
Reconcile client portfolios against custody records, resolve discrepancies, and support reporting and process documentation for Parametric’s SMA operations.
What you'll do
- Reconcile portfolios and resolve trade, currency, and corporate action variances with custodians; escalate risks as appropriate.
- Analyze corporate actions, maintain client records, and prepare internal and external reporting.
- Document procedures, identify process improvements, and lead innovation projects while meeting deadlines.
What they ask for
- Bachelor's (4yr) degree with a concentration in Finance, Accounting, or a related area of study.
- 4+ years of work experience in Financial Services.
- Competency in Microsoft Office programs (Outlook, Word, Excel), including handling large datasets in MS Excel.
- Strong communication and interpersonal skills, attention to detail, organization, and ability to work independently and meet deadlines.
Nice to have
- Experience with VBA and Excel macros or other technology; working knowledge of account reconciliation processes.
- Advent APX, SQL, or Alteryx experience/certification.
Pay
$70,000 and $140,000 per year (base salary); $70,000 - 140,000/Yr (base salary)
Tools
MS Excel, Microsoft Office, Outlook, Word, VBA, Excel macros, Advent APX, SQL
Model-written summary · the original posting is authoritative