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 www.morganstanley.com.

About 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

As part of the Global Contract Management Team, the Operations Senior Manager is responsible for ensuring the timely and accurate completion of responsibilities set out below. Creating a Follow the Sun model between locations will require close collaboration and clear hand-offs to ensure service and operations excellence. Work closely on a set list of standard and ad hoc tasks that need to be performed during non-US market hours, and then provide a status report at local end of day. This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified.

Primary 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.
Communicate with internal and external contacts regularly to resolve issues, confirm information, provide status updates or information, among others
Partner with legal, product and other internal teams to manage contracts, facilitate negotiations, resolve questions and obtain appropriate signatures.
Collect observations and turn into actionable insights and recommendations for improvement.
Ensure completion of daily assigned operations transactions by the team, which may include primary day to day responsibility for client contracts, including drafting and reviewing standard investment management agreements with non-standard guidelines and/or fees, amendments, and other documents for the SMA business.
Perform verification checks on similar work done by others on the team, to ensure accuracy of information
Ensure thorough and accurate record keeping/maintenance of client records and files, track and manage the end-to-end process from kickoff to full execution and digital storage of all client agreements and related documents.
Maintain metrics and data
Ad-hoc and project work as needs arise
Manage daily task assignment and be the escalation point in the operations supervisor's absence
Create dashboards/status update PPTs for senior leadership
Manage projects, including trackers, meetings, and email communications to various stakeholders.

Job Qualifications

SKILL SET

Required Experience: 7-11 years, with at least 2-3 years of people management experience.

Primary Skills

Bachelor's Degree (3-year degree), preferably in related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered.
Familiarity with MS Office and the ability to learn additional internal/ external software programs.
Relationship-building skills and ability to thrive in team environment.
Ability to work independently and self-manage high volumes of data with tight deadlines.
Strong attention to detail & highly process oriented.
Strong problem solving and analytical skills.
Ability to work independently under tight deadlines.
Excellent written and verbal communication skills.

Good to Have Skills

Prior proven experience working in financial services.
5+ year's experience in contract management, with prior experience in financial services preferred.
Prior experience and familiarity with Agiloft CLM tool preferred.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

What You Can Expect From Morgan Stanley

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 https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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