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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 PARAMTERIC
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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
Parametric's Strategic Project Management Office (SPMO) is a varied group of Program and Project Managers at multiple levels. Our primary purpose is to drive the delivery of critical programs and projects that are structured to achieve our corporate strategy. We also serve as the central point of coordination for stakeholders, ensuring scope, timelines, blockers, and dependencies are effectively managed.
While we are focused on alignment of programs with corporate objectives and successful delivery, we place equal emphasis on individual career growth and continued improvement of SPMO capabilities. This focus on individual growth paired with continuous SPMO improvement helps ensure the team remains adaptable, high-performing, and positioned to support evolving business needs.
ABOUT THE ROLE
The Principal Program Manager will be a key member of Parametric's growing and dynamic Project Management Office. This role will work across multiple business teams and interface with technology while being chiefly responsible for structuring, planning, and executing high visibility and high priority strategic enterprise initiatives. This person will manage both programs and individual projects to drive the delivery of our corporate strategy.
As Principal Program Manager, you will play a critical role in leading large complex programs to deliver firm-wide strategic objectives by implementing business and technology solutions along with measuring the impact of these solutions. You will be responsible for overseeing and coordinating multiple projects within the program, ensuring they align with the overall strategic objectives by developing implementation plans, tracking progress and risks, clearing roadblocks, and collaborating with cross-functional teams to achieve desired business outcomes; essentially acting as a bridge between strategic planning and project execution. This role is highly cross-functional and will require a strategic thinker comfortable with ensuring cross-departmental alignment, building tools, processes, and capacity to achieve the organization's goals. The position will report to the Director, Project Management Office but will be closely partnered with Senior Business Stakeholders and IT Leaders across the organization.
In this role, you will leverage your experience, knowledge, and skills to grow the PMO and you will be an active participant in establishing and maintaining an agile, innovative, creative, service and leadership-oriented team of project and program managers. You will be key to developing relationships across the organization and in driving toward critical business strategies and objectives. Although the Principal Program Manager will have no direct reports initially, you will be an integral part of team member development and will act as a mentor to one or more project/program managers.
ABOUT YOU
- You can affect change at Parametric.
- You are highly organized and accountable and can lead others through complex programs/projects and strategic deliveries.
- You want to be a key part in enhancing client engagement and experience while interfacing with technology delivery.
- You seek a collaborative relationship with your business partners and multiple IT delivery teams.
- You are an active learner, open-minded and innovative.
- You work well in a fast-paced constantly changing environment.
- You are interested in high-velocity software delivery with quality and customer experience in mind.
PRIMARY RESPONSIBILITIES
- Partner with senior leaders in delivering key results to meet strategic objectives.
- Manage implementation activities for high profile, high visibility, concurrent work-streams.
- Lead program steering committee meetings to provide program updates and clear blockers.
- Develop and deliver program communications and roadmaps.
- Lead the team through translating business use cases into functional specifications and work with team leaders on work-breakdown.
- Drive issue resolution.
- Track OKRs and program success metrics.
- Bring together cross-functional business and technology teams to deliver connected, enterprise strategies, solutions, capabilities, and execution roadmaps.
- Participate in building and maintaining PMO standards, processes, and controls across the enterprise portfolio.
- Act as a mentor for other PMO resources.
JOB REQUIREMENTS
- Bachelor's degree preferred, Master's degree is a plus.
- 10+ years of Program Management experience required, with proven ability to manage multiple related and concurrent workstreams.
- Financial Investment Management experience is a strong plus.
- PMP, PgMP, PMI-ACP, and/or CSM certification strongly preferred.
- Proven ability as liaison between technical teams and business visionaries - not a "go between" but rather facilitator and someone who can capture the vision from both points of view into a cohesive roadmap and implementation plan.
- Lead and facilitate executive level communications, presentations, and meetings.
- Proven ability to write well-formed, clear communications and documentation.
- Excellent communication and presentation skills.
- Absolute passion for enhancing the client experience through operations and technology.
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $115,000 - $225,000/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 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).
PDN-a12d5bf1-f445-4d9f-8b86-8c1d49faee63ABOUT 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 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
Office locations: Seattle, WA; Boston, MA; Alpharetta, GA; Edina, MN
ABOUT THE ROLE
Assist the trading desk with daily trading department functions.
PRIMARY RESPONSIBILITIES
- Execute equity trades across various trading systems/platforms (Common Stock, ADRs, ETFs, Mutual Funds)
- Assist with reporting requirements internally and externally
- Maintain day-to-day relationships with a wide range of brokers, custodians, and vendors
- Additional operational responsibilities as required
JOB REQUIREMENTS
- Bachelor's Degree preferred
- 1-2 years of experience in the financial services industry
- Knowledge of capital markets
- Knowledge of APL Fiserv, VESTMARK, and Bloomberg systems a plus
- Derivatives and/or Fixed Income experience/knowledge a plus
- Proficient with Excel and VBA
- Python, SQL familiarity desired
- Ability to use ChatGPT or Co-pilot to create efficiency in your work a plus
- Strong Initiative, desire for self-improvement and continued learning
- Excellent communication, teamwork, interpersonal and conflict resolution skills
IMPORTANT NOTES ABOUT THE JOB
- Consistent with SEC regulations Parametric has a code of ethics that limits personal trading. If you actively trade your personal account, friends and family accounts you will be prohibited from doing so as an employee of Parametric.
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $70,000 - 140,000/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 to learn more about our benefit offerings.
Expected base pay rates for the role will be between $78,000 - $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
PDN-a12f5f06-80b7-4862-91b1-a1cf243eeceaABOUT 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 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 is 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 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 at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives.
ABOUT THE ROLE
The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. These positions are a part of our Client Relations Group (CRG) teams supporting key Client operational processes such as, Onboarding, Oversight, Billing, New Account and Client Activities. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved.
Opportunities in multiple locations - Seattle, Boston, & Alpharetta - across various teams, including:
Client Activities
- Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner.
New Account Activities
- Establish prospect accounts in Parametric's portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash.
Onboarding
- Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner.
Oversight
- Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines, ensuring all account documentation is received and properly submitted for archiving
Billing
- Understand billing attributes and client relationships that drive revenue accrual and client invoicing and review of new accounts, changed accounts, and terminated accounts
Responsibilities:
- Work with internal and external stakeholders and other key points of contact in a professional manner
- Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate
- Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
- Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
- Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
- Ensure accurate documentation that demonstrates adherence to policies and procedures
- Participate in opportunities for Ad-hoc project work to further learning, competency and career
JOB REQUIREMENTS
Primary Skills
- Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree.
- Experience working with Microsoft Office Suite, with strong proficiency in Excel.
- Ability to manage high volumes of data under tight deadlines.
- Strong organizational and time management skills
- Detail-oriented and process driven with a strong focus on accuracy
- Critical thinking, analytical, and problem-solving skills
- Effective verbal and written communication skills
- Self-motivated with the ability to work independently and collaborate within a team environment.
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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $60,000-$90,000/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 to learn more about our benefit offerings.
MA:
Expected base pay rates for the role will be between $60,000 ] and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
PDN-9f4c929b-0aa1-4544-a2c6-e7c182572266ABOUT 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 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 is 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 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 Operations Associate, Post Trade Derivatives will be responsible for processing and understanding the end-to-end trade settlement life cycle for derivative transactions and includes the opportunity to gain experience in fixed income and equity life cycles. The role emphasizes trade matching, confirmation of both cleared and bilateral derivative instruments, trade settlement, collateral management, and security life cycle events. The associate will review and communicate details to multiple stakeholders, collaborating closely with traders, portfolio managers, portfolio administration, custodians, and brokers on trade issues. Additionally, the Associate will assess and mitigate settlement risks across derivatives, equities, and fixed income markets, while continuously seeking opportunities to enhance operational efficiency.
The ideal candidate will have experience managing the daily settlement and collateral processes for derivative trades in a challenging environment. They should be adept at collaborating across teams to ensure timely trade settlement, accurate reporting, and fulfillment of additional responsibilities as needed. We seek a proactive individual with strong leadership abilities, exceptional attention to detail and the capability to work independently while meeting tight deadlines.
PRIMARY RESPONSIBILITIES
- Confirm trades and other transactions against various resources such as brokers and custodians
- Instruct, monitor and verify the settlement of trades and the transfers of positions and cash
- Research and resolve trade and account discrepancies in a timely manner to minimize fails and claims
- Assist in the automation of operational processes; propose solutions, liaise with developers and test enhancements
- Actively participate in projects to drive automation an enhancement efforts
- Maintain and drive efficiencies with numerous custodial and clearing broker relationships
- Work with Reconciliation department to diagnose breaks and resolve accordingly
- Analyze daily collateral needs. Monitor counterparty exposure and transfer collateral to minimize credit risk
- Escalation of urgent issues, aged reconciliation discrepancies and breakdowns in operations controls
- Consistently prioritize daily and longer-term tasks in high paced work environment with diligence
- Process ad-hoc request from trading, accounting and clients
- Cross-train on all team responsibilities
- Create, update and maintain procedures
- Maintains an excellent knowledge of industry practices and controls
- Effectively escalate issues to senior management and other impacted teams
JOB REQUIREMENTS
- Associates (2yr) or Bachelor's (4yr) degree in Finance, Accounting or Economics preferred
- 4+ years experience in confirmation, settlement and asset servicing of futures, options, OTC derivatives, stocks, bonds and/or Asset Backed Securities in financial operations
- Strong attention to detail and ability to work independently under tight deadlines
- Trade settlement, collateral management and middle office experience is preferred
- Competent in Microsoft Office programs, familiarity with the following is a plus: SWIFT, Bloomberg, DTCC CTM, DTCC Alert, DTCC TradeSuite, TradeNexus, FIA Tech, IceLink, MarkitWire, Markit Trade Manager, CloudMargin and triOptima's suite of products
- Must have strong professionalism, verbal and written communication skills
- Displays excellent organization, time management and planning skills
- Displays high attention to detail, accuracy, thoroughness, and thoughtfulness. Commitment to meeting identified quality and efficiency standards
- Commitment to satisfying internal and external customers and continuous improvement
- Ability to work with a level of ambiguity
- Ability to plan and prioritize multiple responsibilities
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $70,000 - 140,000/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 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).
PDN-a0f103e5-f742-48ac-adbd-e34b03ef0ffbABOUT 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 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Data Engineering team ensures that data pipelines are scalable, repeatable, secure, and can serve multiple users. We help facilitate getting data from a variety of different sources, getting it in the right formats, assuring that it adheres to data quality standards, and assuring that downstream users can get that data quickly.
ABOUT THE ROLE
The Principal Data Engineer will serve as a technical lead on new and ongoing development projects, designing, developing, and maintaining services to support various business needs. In this role you will be responsible for guiding and mentoring a team of data engineers helping them to achieve their highest potential while collectively advancing the goals and projects of the engineering team.
The Principal Data Engineer is responsible for the design, structure, and maintenance of data projects ensuring the accuracy and accessibility of data relevant to an organization or a project. In this role the Principal Data Engineer needs to be able to take business requirements and design and architecture end to end that fully supports the business needs. The PrincipLData engineer needs to be an expert in writing and optimizing SQL queries. They need to be able to document ideas and proposals which will include creating ER diagrams and architectural documents that document the transformation of data throughout its lifecycle.
A successful Principal Data Engineer must possess superior analytical skills and be detail-oriented. This role requires the ability to communicate effectively as part of a larger team within the information technology department. Additionally, you will need to explain complex technical concepts to non-technical staff. Since development of data models and logical workflows is common, a Principal Data Engineer must also exhibit advanced visualization skills, as well as creative problem-solving.
PRIMARY RESPONISBILITES
- AI & Automation Integration: Design and implement data pipelines optimized for machine learning, generative AI, and real-time analytics.
- Modern Data Architecture: Build scalable, cloud-native architectures leveraging Data Mesh, Lakehouse, and streaming technologies.
- Data Governance & Ethics: Enforce responsible AI practices, data privacy, and compliance with evolving regulations.
- Performance Optimization: Apply advanced techniques for query optimization, distributed computing, and cost-efficient cloud operations.
- Legacy Modernization: Reimagine legacy systems using containerization, serverless computing, and AI-driven orchestration.
- Collaboration & Leadership: Partner with business and technical stakeholders to align solutions with strategic objectives.
- Documentation & Standards: Maintain technical specifications, runbooks, and architectural diagrams.
- Security & Resilience: Implement zero-trust security models, disaster recovery, and automated failover strategies.
- Continuous Innovation: Evaluate emerging technologies (e.g., AI agents, quantum-ready data frameworks) and integrate where applicable.
- Evaluates and provides feedback on future technologies and new releases/upgrades.
- Contributes to the establishment of business continuity & disaster recovery requirements, methods and procedures for data systems and databases.
JOB REQUIREMENTS
- Bachelor's in Computer Science, Mathematics, or Engineering or equivalent work experience
- 10+ years of data engineering, data science, or software engineering experience
- 3+ years of experience with Snowflake
- 4+ years of experience in AWS (or similar cloud technologies) cloud stack including S3, IAM, Athena, SNS, SQS, and EMR.
- 6+ years of SQL Server and experience with tools such as SSIS and SSRS
- Demonstrated success providing both expert technical guidance and team leadership
- Capability of architecting highly scalable distributed systems, using different open-source tools
- Highly skilled in leading teams using Agile development process such as Kanban or Scrum
- Demonstrated experience with object-oriented design, coding and testing patterns as well as experience in engineering (commercial or open source) software platforms and data infrastructures
- Expert knowledge of data modeling and understanding of different data structures and their benefits and limitations under particular use cases
- Ability to collaborate and partner across a diverse team
- Ability to create strong work ethics and committed teams, foster open dialogue, and promote individual and team success
- Financial industry data fluency is preferred but not required
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 service
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $115,000 - $225,000/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 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).
PDN-a0e8f7d8-b61b-4233-b62c-cf86840af0ffABOUT 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 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.
JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability
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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $78,000 - 140,000/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 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).
PDN-9eb0c7f5-83a2-4fac-987f-7ca021e5da83ABOUT 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 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Automation team at Parametric:
- The automation team is responsible for supporting, developing and maintaining all inbound and outbound file transmissions and internal automations.
- The team utilizes multiple proprietary and off the shelf applications both on-prem and in the cloud in their role.
ABOUT THE ROLE
Our Production Automation team acts as the front line for issues involving all business critical automations/batch/etl jobs while also playing the development/maintenance role for the same jobs. This includes interfacing with internal custom developed, off the shelf, cloud and 3rd party systems. Qualified senior level candidates will have a passion for IT, with excellent communication and organization skills, and be capable of working in a highly collaborative and fast paced environment. Financial services background is strongly encouraged. High energy, a can do attitude, and intense curiosity is required.
As a senior member of the team you'll have an opportunity to craft new processes and revise existing documented workflows and aligning daily tasks to your personal efficiencies
PRIMARY RESPONSIBILITIES
- This role fulfills issue triage for production IT operations/sysops/devops,
- Automates repetitive tasks for end users while working with development, 3rd party and internal teams
- Constant exploration of new technologies and solutions
- Deploy automation as part of the change and release management process
- Educate end users regarding new or misunderstood features
- Participate in the continuous improvement process by highlighting new issues to development
- Investigate logs and correlate failures between applications and databases
- Understand and demonstrate mastery of internal applications used for the daily business cycles (research, analysis, trading, accounting)
JOB QUALIFICATIONS
PRIMARY SKILLS
- 5+ years of relevant professional experience.
- Experience with SQL including writing and understanding queries
- Experience supporting a 24/7 environment.
- Experience with DevOps tooling including Octopus, JIRA, Confluence or equivalent platforms.
- Scripting/automation and continuous improvement experience
- Experience with Python, and Powershell
- Strong verbal and written communication skills targeted to a variety of audiences including technical and non-technical users
- Experience supporting a Windows based environment including basic server administration
- Experience working with API's
- Experience in a fast paced environment
- Patience and attention to detail is essential
- Experience interfacing with cloud based platforms (AWS, SnowFlake, and/or Azure) is a plus
- Experience with JavaScritp a plus
- Experience with Linux/UNIX based platforms is a plus
- Financial industry experience is a plus
- Experience with monitoring platforms such as DataDog is 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $70,000 - 140,000/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 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).
PDN-9ee7fd64-3b66-405f-b160-e3772c796ce1ABOUT 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 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
The Principal, ITSO Enablement will own the strategy, execution, and governance of ITSO enablement, including application integration across Parametric, Investment Management technology landscape. This role has end-to-end accountability for integration outcomes supporting critical business platforms, onboarding initiatives, and modernization programs, ensuring scalable resilient, and compliant connectivity across the enterprise. This role operates with delegate decision authority for enablement standards, onboarding readiness, and integration risk acceptance.
In addition, this role serves as the primary shared services enablement partner for Parametric, owning senior-level relationships with Morgan Stanley enterprise teams that support business, including Network, Infrastructure, Risk, Cyber, Cloud and other shared service functions. The role provides a single point of coordination and escalation, enabling partnership while ensuring Parametric priorities are represented and issues are resolved at the appropriate level.
The successful candidate will operate as a senior technology partner to business, architecture, risk, and engineering landscape, driving integration standards, onboarding frameworks, and execution outcomes across multiple initiatives and teams. This role supports multiple critical platforms and onboarding programs, operating across business units and regions with direct impact to delivery timelines, resiliency, and risk posture.
PRIMARY RESPONSIBILITIES
- Own the application integration strategy for Parametric, aligning integration patterns and tooling to enterprise architecture standards, security requirements, and long-term modernization goals.
- Lead cross-functional delivery of complex integration initiatives, partnering with product engineering, architecture, data, security, and operations teams to ensure timely and high-quality outcomes.
- Serve as the senior integration point of accountability for application onboarding, data movement, and system connectivity, including TAI onboarding (technology data asset) of onboarding and large-scale platform integrations.
- Own and govern integration standards, patterns, and onboarding frameworks with accountability for delivery outcomes, security architecture, and risk posture.
- Serve as the primary enablement and relationship owner between Parametric technology teams and Morgan Stanley technology partners, ensuring effective collaboration and clear accountability.
- This role acts as the executive decision and escalation point for shared services engagement models impacting Parametric delivery, risk posture, or operational stability.
- Delegate operational coordination to team members and partners while remaining accountable for executive-level decisions, escalations, and cross-functional issue resolution
- Provide executive-level oversight for complex onboarding and transformation initiatives, proactively identifying, escalating, and resolving risks impacting delivery, resilience, or timelines
- Influence technology roadmaps and investment decisions related to integration tooling, platforms, and modernization priorities in partnership with senior leadership.
- Establish and govern operational, support, and escalation models for integrated applications to ensure stable transition to BAU.
- Serve as the senior escalation and decision point for the integration-related issues impacting business delivery or operational stability.
- Provide leadership and direction to internal resources and delivery partners, setting priorities and ensuring alignment to enterprise objectives and delivery commitments.
Job Requirements
- Bachelor's degree in Computer Science, Engineering, or a related field; advanced degree preferred.
- 10+ years of experience in application integration, platform integration, or enterprise technology delivery within a complex environment.
- Demonstration experience leading large-scale integration initiatives with accountability for standards, onboarding frameworks, and cross-team delivery outcomes.
- Proficiency in integration tools and technologies such as APIs, middleware, and ETL processes.
- Strong problem-solving skills and the ability to work effectively in a fast-paced environment.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with both technical and non-technical stakeholders.
- Experience in the financial services industry, particularly in investment management, is 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $115,000 - $225,000/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 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).
PDN-a1052006-0dc8-4278-80cd-1f955d8aa44aWe're seeking someone to join our team as a Vice President in Investment Management Legal to advise Parametric and other Investment Management businesses on derivatives-related trading agreements and related regulatory obligations.
In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Vice President level position within the Investment Management Legal team.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
You will be part of the MSIM legal team, reporting to the Head of Solutions and Multi-Assets Legal and working under the supervision of senior attorneys. You will advise MSIM's Parametric business, which partners with advisors, institutions and consultants to build customized client portfolios across asset classes including equity, derivatives, fixed income, and options. You will also advise other MSIM Public Side businesses on derivatives-related trading agreements and related regulatory obligations. This position offers a unique opportunity to bridge sales and trading expertise with a funds and asset management product advisory role. MSIM's business is constantly evolving and as a global firm Morgan Stanley continues to focus on delivering investment products and solutions to our clients, so you will have opportunities to collaborate with legal teams covering MSIM's Public and Private Side businesses and Morgan Stanley's other divisions, such as wealth management and institutional securities. As such, you must be interested in and able to develop an expertise in new coverage areas. Specific responsibilities include:
- Working closely with business partners to support Parametric products, clients, and initiatives
- Drafting and negotiating a wide range of contracts, including investment management agreements and derivatives-related trading agreements (e.g. ISDAs, FCM agreements, repo agreements)
- Advising on MSIM's regulatory obligations under the Commodity Exchange Act, Investment Advisers Act, National Futures Association regulations, and other relevant laws governing the investment management industry
- Collaborating with other attorneys within Morgan Stanley's Legal and Compliance Division on a wide range of legal matters related to the investment management industry
- Assisting other legal team members and the Parametric business team with matters relating to private investment funds
What you'll bring to the role:?
- A J.D. from a nationally-recognized law school with bar admission
- Professional working experience at a reputable law firm or asset-manager
- Significant experience with swaps, futures, options and/or OTC derivative transactions, and associated legal agreements and regulatory obligations.
- Demonstrated experience drafting and reviewing a range of complex agreements, including derivatives trading agreements, investment management agreements and private funds documents.
- Deep understanding of external regulatory environments and trends relevant to asset management, including matters arising under the Commodity Exchange Act, National Futures Association rules, relevant exchange and clearinghouse rules and procedures, Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Act of 1933, Dodd-Frank Act, and Employee Retirement Income Security Act of 1974.
- Experience engaging and overseeing external counsel as necessary
At least 6 years' relevant experience would generally be expected to find the skills required for this role
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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Expected base pay rates for the role will be between $120,000 and $205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
PDN-9f970069-9bda-413a-b52b-829a33d2b42dABOUT 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 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 is 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 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 at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives. Core responsibilities include post trade operational activities subject to proper controls and procedures to deliver service that results in scale, efficiency, accuracy, and operational excellence across the firm.
ABOUT THE ROLE
The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. This position is a part of our Market Operations team supporting key operational processes such as trade settlement of multiple asset types and the reconciliation of many aspects of client portfolios including cost basis, impact of corporate actions, margin and collateral management. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved.
Opportunities in multiple locations - Seattle, Boston, and Alpharetta - across various teams, including:
Trade Settlement
- Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counterparties and custodians.
Portfolio Reconciliation
- Perform problem solving activities via daily cash and position reconciliations between internal systems and various forms of custodians including banks, clearing brokers and counterparties.
Corporate Actions
- Work with corporate action vendors and custodians to monitor the impact of corporate actions on client accounts. This includes dividends, mergers, stock splits and spin-offs; The timely and accurate capture of corporate actions is critical to successful portfolio management.
Oversights
- Conduct reviews, oversight, and audit controls targeting high-risk matters that affect portfolio management, compliance, market operations, and client reporting teams.
RESPONSIBILITIES
- Work with internal and external stakeholders and other key points of contact in a professional manner
- Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate
- Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
- Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
- Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
- Ensure accurate documentation that demonstrates adherence to policies and procedures
- Participate in opportunities for Ad-hoc project work to further learning, competency and career
JOB QUALIFICATIONS
PRIMARY SKILLS
- Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree.
- Experience working with Microsoft Office Suite, with strong proficiency in Excel.
- Ability to manage high volumes of data under tight deadlines.
- Strong organizational and time management skills
- Detail-oriented and process driven with a strong focus on accuracy
- Critical thinking, analytical, and problem-solving skills
- Effective verbal and written communication skills
- Self-motivated with the ability to work independently and collaborate within a team environment.
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $60,000-$90,000/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 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).
PDN-9ed1dc0f-0275-4f1b-bd2e-d9ddc1b9bf3fABOUT 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 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 is 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
Market Operations is a global team, providing strategic oversight, ongoing risk assessment, and operational excellence to support Parametric's products offerings. The Strategic Partner and Vendor Management role is responsible for ensuring Parametric has external market connectivity, clearing and custody support, and vendor coverage required to deliver customized portfolios at scale.
This team's work directly impacts:
- Trading and implementation quality of all single and multi-asset products.
- Timeliness and accuracy of data utilized throughout Parametric.
- Operational resilience, controls, and audit readiness.
- Client and employee experience.
ABOUT THE ROLE
The Director, Operations (Strategic Partner and Vendor Management) role is the central relationship owner and operational lead for Parametric's key external partners, including clearing and custody providers, broker-dealers, and core market and reference data providers. This role ensures these partnerships consistently support Parametric's ability to deliver excellent product offerings by improving service reliability, strengthening controls, and identifying and reducing operational risk. As a Director, this role is expected to provide visible, day-to-day leadership and influence across Market Operations in the region. While the role may not initially have direct people management responsibilities, it is intentionally flexible and may evolve into a management position.
The role will design and operate a performance and risk framework, coordinate integration and change activity, and act as a cross-functional connector of Operations, Trading, Technology, Product, Risk, Compliance, Legal, and Client Service. The scope of this role spans multiple products and workflows, and the decisions made in this role can affect trading outcomes, reporting accuracy, and the day-to-day ability of teams to deliver for clients.
PRIMARY RESPONSIBILITIES
- Build and maintain an operational and risk framework to measure key external partner performance, including service level standards, incident tracking, root-cause analysis, and remediation plans.
- Manage the full relationship lifecycle for key external partners, including due diligence support, onboarding, integration planning, service, invoice approvals and general oversight.
- Engage with Corporate Services to navigate contract negotiations, renewals, and commercial reviews, including pricing analysis and benchmarking to maintain competitive terms and strong service expectations aligned to Parametric's scale and growth.
- Monitor and evaluate the performance and service levels and drive continuous improvement through structured review meetings and agreed corrective actions.
- Support initiatives including new product capabilities, workflow enhancements, and key external partner migrations, with an emphasis on minimizing disruption and user and client experience.
- Serve as the central liaison for key external partners, enabling clear communication, timely escalation, and coordinated improvements throughout Parametric.
- Provide leadership and mentorship to Operations colleagues by setting clear expectations for partner management, documentation, escalation discipline, and risk-aware execution.
- Implement and manage access controls aligned with governance policy, audit expectations, and compliance standards, including periodic review, recertification, and evidence collection.
- Partner with operational teams and internal stakeholders to resolve service and data issues requiring remediation, including issues impacting trading support, reconciliations, corporate actions support, cash movements, settlement support, and client reporting dependencies.
JOB REQUIREMENTS
- Bachelor's degree required, advanced degree preferred.
- Minimum of 10 years of experience in financial services, preferably supporting investment management, trading operations, or post trade operations.
- Multi-asset experience preferred, including familiarity with equity, corporate and municipal bonds, futures, options, swaps, and related market infrastructure considerations.
- Direct experience working with custodians, broker-dealers, and market and reference data vendors in relationship management, service management, or operational oversight capacity.
- Demonstrated strength in contract management.
- Working knowledge of audit standards, compliance requirements, third-party risk concepts, and data access protocols, with ability to maintain evidence and support reviews.
- Strong analytical and problem-solving skills to identify service gaps, quantify impact, drive remediation, and prevent recurrence.
- Excellent verbal and written communication skills, with the ability to translate complex issues for internal stakeholders.
- Ability to influence across the organization to lead changes affecting internal teams and workflows.
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $150,000 - $300,000/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 25 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 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).
PDN-a12d5bf2-d70b-404c-bf52-491536fa33e1ABOUT 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 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Digital team at Parametric:
- We are responsible for the development of Parametric's client and partner web portals which support and enhance our client experience.
- We are building a robust Api platform to support client and partner integration and straight-through-processing of client servicing requests
- We have an extensive product roadmap to deliver innovative investment tools, client servicing and rich portfolio/account level reporting through an online experience.
ABOUT THE ROLE
We are looking for individuals that have are passionate about agile software development and designing and delivering high quality, client facing systems of engagement. The Software Engineer for this position will collaborate with global development teams and contribute directly to the design, development, delivery, and support of various new and existing technology solutions that supports all aspects of our client experience.
PRIMARY RESPONSIBILITIES
- Owner of one or more major sub-systems in our Digital Platform
- Own the frontend development of complex, userfacing features using Angular
- Translate product and UX requirements into scalable, maintainable Angular components
- Partner with backend engineers (.NET) to define APIs, but drive frontend design, performance, and usability
- Collaborate with business partners to understand strategic objectives and acceptance criteria.
- Design and development of custom product features on our Digital roadmap.
- Enhance the client experience through engaging, performant, and resilient applications and apis.
- Design and/or redesign solution architecture to meet and/or improve system performance and resiliency.
- Contribute to automated testing via unit/integration/functional test suites.
- Conduct code reviews of other developers.
- Contribute to evolution of our architecture to make it more flexible, testable, and easy to use.
- Keep learning and innovating while meeting product delivery targets.
JOB REQUIREMENTS
- 5+ years of full-stack web application development experience managing all aspects of technical projects with a proven track record of delivering well architected and well written software solutions.
- 3+ years of experience in web and REST API development using core.
- 3+ years of experience in creating modern web frameworks using Angular.
- 2+ years of Azure cloud-native development experience - PaaS Preferred
- OIDC and Oauth2 experience for implementing web authentication and authorization.
- Experience with SQL and NoSQL (MongoDB preferred) database platforms
- Experience configuring CI/CD pipelines (Azure DevOps preferred)
- Experience with building event-based and micro-service style architecture.
- Experienced with git source control and gitflow fundamentals.
- Experienced with contributing to automated test suites with unit and integration tests.
- Highly skilled in leading teams using Agile development process such as Kanban or Scrum
- Strong communication skills and ability to demonstrate understanding of business goals.
- Proven experience leading the design and delivery of product features on a public web application.
- Proven track record of becoming a subject matter expert in areas related to current assignments.
- Strong Technical leadership skills including: Solution architecture using cloud native services, Consensus building and mentorship, Communication, Total quality commitment, and Ownership and accountability.
- Successful track record of development, implementation and delivery of applications and services to meet business goals and technology objectives; ability to transform strategy into tactical plans and delivery
- A creative, self-confident self-motivator with a "can do" orientation, along with the ability to function both independently and as a member of a team. Can work well in a fast-paced entrepreneurial environment.
- Passionate, forward thinking and creative individual with high ethical standards and integrity
- Bachelor's degree in Computer Science or related area of study preferred.
- Financial services and technology (FinTech) experience is 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $78,000 - 185,000/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 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).
PDN-a0fd1631-629d-4c08-9c5f-b8e8c7c8ab90ABOUT 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 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 is 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
We are seeking a dedicated and detail-oriented Digital Reporting Analyst to join our team. This role will play a critical part in coordinating and supporting the monthly and quarterly processes for publishing client reporting data on our digital platform. The successful candidate will work closely with product and technology teams to improve the digital reporting platform by supporting the build outs of new strategies and enhancements.
PRIMARY RESPONSIBILITIES
- Coordinate and support the monthly and quarterly processes for publishing client reporting data on the digital platform. This includes reviewing data, making decisions related to timing of critical steps, and managing email notifications to external users.
- Report and track bugs and enhancement requests for the digital reporting platform, including testing in UAT and providing business approval.
- Collaborate with product managers to determine requirements for new strategies requiring reporting on the digital platform.
- Review requirements to identify existing reporting elements and new components.
- Define necessary steps and assign responsibilities to support new reporting initiatives.
- Identify and evaluate new data sources in collaboration with subject matter experts.
- Coordinate with the digital team to create mock-ups.
- Work with PSM to prioritize projects on the roadmap.
- Support tactical client reporting projects as needed outside of the digital reporting platform.
JOB REQUIREMENTS
- 4-year degree or equivalent, preferably in a related discipline such as Business, Finance, or Economics.
- 1-3 years of related industry/work (inclusive of internships) experience required.
- Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, equities, mutual funds, hedge funds, private equity).
- Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions.
- Asset management performance calculation knowledge.
- Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
- Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts.
- High attention to detail and strong sense of urgency.
- Must possess a high level of initiative.
- Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus.
- Interest in leveraging technology in the reporting process: prior experience or exposure to technology tools such as Python, Alteryx, SQL is beneficial but not required.
- Ability to think strategically and build on system capabilities.
- Able to maintain a high level of confidentiality.
- Ability to excel independently and in ambiguous situations.
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $70,000 - 140,000/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 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).
PDN-a1214aa3-fb9b-40ac-a28c-dfa24459ad68ABOUT 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 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 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
This position will lead, manage and coordinate the daily operations processing of corporate action activity by the corporate actions team. This team is responsible for the managing both mandatory and voluntary corporate actions functions, processing corporate actions in appropriate systems, and being a subject matter expert on corporate actions for other teams at Parametric. This position requires a hands-on leader with the ability to manage multiple deadlines, provide excellent customer service, motivate the team and develop individual talent.
The ideal candidate will have strong attention to detail and sense of urgency. This is a volume-intensive, data-driven role overseeing the administration and daily processing of corporate actions related to over 200,000 client portfolios, both domestic and global. Portfolio strategies are typically a single asset class, of which a majority are equity and additional focus on fixed income, derivatives and multi-asset portfolios continuing to grow in importance. The person in this role must feel comfortable with demonstrating best-practices in work at all times, managing expectations and accountability, and work closely with other department heads to ensure that deliverables are met. This position will work closely with vendors, technology, and portfolio management departments to build out a scalable operating model while reducing risk.
PRIMARY RESPONSIBILITIES
- Supervise the day-to-day functions of all corporate action processing
- Review of corporate action related control processes
- Maintains an excellent knowledge of firm and industry best practices and controls
- Hold team accountable to best practices and controls even in high-pressure situations
- Proactively challenging the team's output to identify opportunities for improvement and feedback
- Maintain strong understanding of internal and external processes upstream & downstream
- Step in and perform daily responsibilities as needed with consideration for control processes to which that may preclude the supervisor performing
- Collaborate with internal and external teams to develop and implement tactical and strategic solutions to support business objectives
- Train, coach and mentor staff while maintaining a positive motivational emphasis
- Ensure the team is adequately staffed on a day-to-day basis, and that all employees are trained, and cross-trained to maintain coverage depth required to meet business needs
- Review and recommend new methods and procedures to make daily operations in the department more efficient, effective and controlled
- Performing a wide array of developmental functions, including interviewing, performance appraisals, development planning, and corrective action/termination
- Driving execution of large and small scale department projects and initiatives including technology components
- Point of escalation for direct reports, colleagues, internal clients & external clients
- Effectively escalate issues to senior management and other impacted teams
- Understanding of key department processes around corporate actions, restriction management, and security maintenance
- Working with large datasets in MS Excel and other technical applications. Must be able to manage and organize datasets of 100,000+ rows of data
- Responsible for managing small and large scale projects within the department
- Understand multiple processes and systems capabilities
- Perform analysis of data, metrics and processes to support advocacy for process improvements
- Host relationship review meetings with vendors and custodians to identify opportunities to leverage their external resources to increase scale and reduce risks
- Represent team in internal and external meetings and cover manager's responsibilities as needed
Job Requirements
- Demonstrated leadership, management and supervisory skills
- Extensive knowledge of corporate actions
- Bachelor's (4yr) degree w/ concentration in finance or accounting
- Five or more years' experience in the financial services industry
- Proven experience as a leader and developing staff
- Provide feedback and accountability while motivating in a positive manner
- Well organized self-starter with the ability to analyze information and support the staff
- Strong professionalism, communication and project management skills
- Excellent organization, time management and planning skills
- Ability to plan, prioritize, and meet tight deadlines
- Excellent technical and documentation skills
- APX, Bloomberg, and Markit CA SaaS, MCA experience a plus
- Must be proficient in Microsoft Office programs and handle large volumes of email correspondence
- Experience with multicurrency investment accounting preferred
- Ability to successfully thrive in ambiguous conditions
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $78,000 - 140,000/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 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).
PDN-a0c6c61b-23a8-4cb4-9112-c870b29cebdaABOUT 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 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 is 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Platform Solution Management team at Parametric:
- We are responsible for defining and enabling cross-platform business solutions that meet the needs of clients over time. Solutions are products, services, or systems that provide value to the client, whether internal or external to the PPA enterprise.
- Sitting at the intersection of business, clients and technology, we collaborate with multiple teams to understand solution context and define the solution vision, intent, roadmap and capability set.
- This team manages changes to the solution vision or roadmap based on enterprise objectives and strategy
ABOUT THE ROLE
The Lead Solution Manager is responsible for working skillfully across the organization to produce
- Solution Vision, which entails defining:
- what we are solving for
- end-to-end user/customer journey or lifecycle
- personas, their skills and needs
- high level outline of a solution that addresses their needs
- Solution Intent (in collaboration with Business Architecture function), which entails defining:
- nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology
- capability roadmap as well as migration paths and milestones when going from current state to future state
- overall non-functional requirements that are key metrics required for new system to capture and track
- target operating model (business, operations) that complement evolution in systems
This position will play a pivotal role in shaping the future of the market data solutions at Parametric in collaboration with business and technology stakeholders and partners.
PRIMARY RESPONSIBILITIES
- Communicate effectively - both verbally and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
- Creatively design workshops and user sessions by identifying suitable participants, being clear about outcomes and approaches (interviews, online whiteboarding, surveys, card sorting, etc.)
- Ability to empathically understand and articulate user needs
- Analyze data gathered through user/stakeholder interactions and apply design thinking to draw out goals/business needs/problem statement/opportunity to be addressed, workflows/user journeys, personas and high-level solution outline
- Work collaboratively with the business and development team to draw out solution intent with capability roadmap and milestones.
- Facilitate solution architecture with development leads, influence technical design to ensure it aligns with business objectives. Socialize decisions with senior executives to ensure alignment on design
- Clearly understand and articulate dependencies that will influence sequencing of development
- Collaborate in running Program Increments with Technology project managers in facilitating quarterly planning across teams. Collaborate closely with project managers, QAs and development teams on execution.
- Work collaboratively with business and operations stakeholders to draw out target operating model as systems evolve
- Work collaboratively with business analysts in user research, operating model and architecture session facilitation and requirements definition for successful execution
- Own and deliver requirements on canonical data definitions, API contracts, event-based integrations, and measurable non-functional requirements including but not limited to latency, resiliency, lineage, auditability, explainability
- Effectively manage stakeholder relationships through polished communication and follow-through
- Effective written communication through solution inception, vision and intent documents
- Lead and influence cross-functional teams.
- Provide consultation and ensure continuity with product and development teams on solution.
JOB REQUIREMENTS
- Bachelor's degree required/Master's degree preferred
- A minimum of 8 years of experience in Finance/Asset Management, Strategy, Product management
- A minimum of 8 years of experience in financial data products/investment platforms/wealth tech/portfolio construction/trading
- Excellent verbal and written communication skills
- Experience leading and directing others to achieve measurable results.
- Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
- Advanced experience working with Scaled Agile software development processes
- Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Miro/Lucid, Excel, SQL, Visio/Lucid/Figma, PowerPoint, Confluence, Jira
- Understanding of analysis and artifact goals throughout the solution lifecycle
- Ability to learn quickly and work in a highly dynamic and changing environment, under tight deadlines
- Ability to independently manage personal timelines and meet tight deadlines
- Ability to successfully manage and coordinate multiple simultaneous project deliverables across groups and teams
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $115,000 - $225,000/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 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).
PDN-a1376b44-d243-4733-a0af-7e6fce3a0a86ABOUT 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 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 is 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).
ABOUT THE ROLE
The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.
Primary Responsibilities
- Support the maintenance of existing client accounts.
- Assist with team projects and initiatives.
- Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
- Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
- Support the termination of client accounts as requested.
- Establish working relationships with Distribution and other internal teams on existing client relationships.
- Establish working relationships with external contacts for new accounts and activity for existing clients.
- Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
- Support the provision/refreshing of portfolio analyses with existing clients.
Job Requirements
- 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
- 0-4+ years proven experience working with financial services advisors / money managers.
- Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
- Relationship-building skills and ability to thrive in a team environment.
- Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
- Established communication skills - both internally/externally in written/oral/auditory essential.
- Familiarity with MS Office and the ability to learn additional internal/ external software programs.
- Resourcefulness, problem solving, and organization (ability to prioritize effectively)
- Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
- Flexible, willing, and able to work long hours as needed.
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Expected base pay rates for the role will be between $60,000 and $90,000 per year at
the commencement of employment. However, base pay if hired will be determined on an individualized
basis and is only part of the total compensation package, which, depending on the position, may also
include commission earnings, incentive compensation, discretionary bonuses, other short and long-term
incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
PDN-9eb0c7a9-d3d2-4769-a34e-274d01e2312fABOUT 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 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT PARAMETRIC TECHNOLOGY
We design and build financial software for Parametric' s proprietary investment systems technologies for the entire account lifecycle across Equities, Fixed Income and Derivatives. We are technology-driven and building for scale and resilience, enabling our business to support clients with improved efficiency and reduced operational risk.
ABOUT THE TEAM
Parametric' s Investment Systems Team designs and builds the proprietary technology platforms that support our strategies.
We are hiring Senior Software Engineers to join two core teams in our Minneapolis (Edina) offce:
- Derivatives Team: Develops and supports technology solutions for derivatives-based strategies across multiple asset classes for institutional and retail clients.
- Operations Technology Team: Builds proprietary software for middle and back-office operations, including reconciliation, accounting, and settlements systems, focusing on scalable, resilient solutions that reduce operational risk.
ABOUT THE ROLE
The Senior Software Engineer will be responsible for design, development, and integration of various technology solutions, including the development of our proprietary investment systems. Parametric provides a mature working environment for software professionals who excel when working collaboratively with other talented individuals. We pride ourselves on our modern development practices and constantly strive to improve them. Custom software solutions are a key element of our success and, as such, we consider software engineering a tier-one competency.
What You'll Do
- Design and implement robust, scalable, and maintainable software solutions across the full technology stack.
- Build and integrate application components, including APIs, data persistence layers, and event-driven systems.
- Collaborate with business stakeholders to understand requirements and deliver flexible, business-oriented solutions.
- Develop reusable code libraries, shared architectural patterns, and automation frameworks to accelerate development across teams.
- Contribute to the modernization of legacy systems, including migrations to new persistence engines, cloud platforms, and architectures.
- Write unit, integration, and functional tests to ensure software quality.
- Support CI/CD practices and infrastructure-as-code (IaC) using tools like GitLab, Terraform, and Docker.
- Participate in design reviews, pair programming, and mentorship of junior team members.
- Stay current with relevant technologies and contribute to team discussions on architectural decisions and tooling.
What You Bring
- 5+ years of hands-on professional software development experience using Java.
- Strong understanding of language features (interfaces, generics, annotations, reflection, closures, etc.).
- Practical knowledge of major open-source projects (Spring, Spring Boot, Hibernate).
- Familiarity with containers (Docker)
- Experience with message-driven and event-driven architectures using ActiveMQ and Kafka.
- Proven experience with AWS services such as EC2, ECS, S3, Fargate, Aurora, and Lambda.
- Experience building highly interactive web UIs (HTML, CSS, JavaScript, REST, JSON; ExtJS a plus).
- Test-driven development experience (JUnit, test mocking).
- Strong knowledge of RDBMS and SQL.
- Familiarity with version control (Git), CI/CD tools (Gradle, GitLab), and agile methodologies.
- Deep understanding of SOA, AOP, and design patterns (MVC, DAO, Observer).
- Experience with major application servers (Tomcat).
- Effective communication skills with both technical and business stakeholders.
- Financial services industry experience is 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Job Posting Pay RangeSalary range for the position: $78,000 - 185,000/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 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).
PDN-a0e4f06b-c0a0-4f6e-b026-b65a1d50e7bcABOUT 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 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 is 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success.
Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.
PRIMARY RESPONSIBILITIES
- Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
- Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
- Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
- Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
- Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
- Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
- Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
- Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
- Undertake additional professional development such as the CFA program.
- Assume other responsibilities as required.
JOB REQUIREMENTS
- Bachelor's Degree in finance, accounting, or a related field
- Strong interest building a career in Investment Management, working with institutional investment portfolios
- Demonstrated ability to solve problems using logic, creativity, and enthusiasm
- Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
- Must be a self-starter with excellent quantitative and communication skills
- High attention to detail and time management
- Initiative and demonstrated ability to work in an inclusive and collaborative team environment
- Investment management or related industry experience 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $60,000 - 90,000/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 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).
PDN-a0ff1a97-79f0-40c2-bdbc-fe63dd7d93fdABOUT 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 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 is 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Platform Implementation team is responsible for leading the design and deployment of solutions using internal and third-party vendor systems for our business. Implementations can be high profile initiatives which require team members to have senior level exposure and play an active role in transforming the organization. A typical implementation is at least as much about implementing business transformation strategies as it is about technology. This means that we develop a true partnership with our clients, i.e., our business teams, in realizing their strategic objectives
ABOUT THE ROLE
The Platform Implementation Systems Analyst will optimize and support SaaS platforms across our technology stack. This role will drive operational efficiency, ensure strong governance and compliance, and deliver data-driven insights and solutions that enhance business intelligence and overall platform health.
PRIMARY RESPONSIBILITIES
- Manage and resolve user requests for SaaS applications (e.g., Salesforce, Tableau).
- Collaborate with team members and stakeholders to gather reporting requirements.
- Analyze data from multiple sources, ensuring accuracy and integrity.
- Support ETL processes to optimize data pipelines and workflows.
- Document system configurations, workflows, and integration patterns.
- Participate in Agile ceremonies and contribute to platform operations support.
- Handle intake and triage for platform-related requests, ensuring timely resolution.
- Provide internal reporting, statistics, and meeting notes for team projects
JOB REQUIREMENTS
- 3+ years of experience as a Systems Analyst with a bachelor's degree, or 1-2 years of experience with a master's degree, including hands-on experience with Salesforce and Tableau.
- Proficiency in Microsoft Office applications, especially Excel and PowerPoint.
- Strong working knowledge of BI software, SQL, and data structures.
- Analytical and problem-solving skills, with attention to detail and strong written and oral communication.
- Ability to manage multiple projects independently and adapt to changing priorities.
- Initiative and ability to work effectively in a team environment.
- Salesforce Administrator or Tableau Desktop Specialist certification is preferred
- Advanced proficiency in SQL, data visualization, and reporting best practices
- Familiarity with Seismic, Fusion, and other enterprise enablement tools.
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $70,000 - 140,000/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 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).
PDN-a1011bc8-cdfd-488c-a6db-eb27b2785c2bABOUT 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 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 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Digital team at Parametric:
- We are responsible for the development of Parametric's client and partner web portals which support and enhance our client experience.
- We are building a robust Api platform to support client and partner integration and straight-through-processing of client servicing requests
- We have an extensive product roadmap to deliver innovative investment tools, client servicing and rich portfolio/account level reporting through an online experience.
ABOUT THE ROLE
We are looking for individuals that have are passionate about agile software development and designing and delivering high quality, client facing systems of engagement. The Software Engineer for this position will collaborate with global development teams and contribute directly to the design, development, delivery, and support of various new and existing technology solutions that supports all aspects of our client experience.
PRIMARY RESPONSIBILITIES
- Owner of one or more major sub-systems in our Digital Platform
- Collaborate with business partners to understand strategic objectives and acceptance criteria.
- Design and development of custom product features on our Digital roadmap.
- Enhance the client experience through engaging, performant, and resilient applications and apis.
- Design and/or redesign solution architecture to meet and/or improve system performance and resiliency.
- Contribute to automated testing via unit/integration/functional test suites.
- Conduct code reviews of other developers.
- Contribute to evolution of our architecture to make it more flexible, testable, and easy to use.
- Keep learning and innovating while meeting product delivery targets.
JOB REQUIREMENTS
- 2+ years of full-stack web application development (C# .Net Framework) experience managing all aspects of technical projects with a proven track record of delivering well architected and well written software solutions.
- 2+ years of Azure cloud-native development experience - PaaS Preferred
- 2+ years of experience in web and REST API development using core.
- OIDC and Oauth2 experience for implementing web authentication and authorization.
- Experience with SQL and NoSQL (MongoDB preferred) database platforms.
- Experience configuring CI/CD pipelines (Azure DevOps preferred)
- Experience with building event-based and mirco-service style architecture.
- Experience with git source control and giflow fundamentals.
- Experience with contributing to automated test suites with unit and integration tests.
- Experience with Agile development processes such as Kanban or Scrum
- Strong communication skills and ability to demonstrate understanding of business goals.
- Experience with design and delivery of product features on a public web application.
- Proven track record of becoming a subject matter expert in areas related to current assignments.
- Successful track record of development, implementation and delivery of applications and services to meet business goals and technology objectives; ability to transform business requirements into actionable plans and delivery.
- A creative, self-confident self-motivator with a "can do" orientation, along with the ability to function both independently and as a member of a team. Can work well in a fast-paced entrepreneurial environment.
- Passionate, forward thinking, and creative individual with high ethical standards and integrity
- Bachelor's degree in computer science or related area of study preferred.
- FinTech (Financial services technology) experience is 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
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).
PDN-a0d2d6aa-e0be-4448-ae10-c89ea3de7a3d