Operations Analyst Program

Job Description

Parametric – Operations Analyst Cohort, Summer 2027 Grads | Morgan Stanley

The Tone:
This is an early-career development opportunity within Morgan Stanley Investment Management, Parametric, located in Seattle, Boston, Minneapolis, or Alpharetta, GA, with a hybrid working model. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services. Parametric partners with advisors, institutions, and consultants to build custom portfolios, offering efficient market exposures, solutions for implementation challenges, and multi-asset portfolios. This role is crucial for delivering operational excellence, solving business challenges, and improving client outcomes at the intersection of investment management, operations, data, and technology.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid Seattle, Boston, Minneapolis, or Alpharetta, GA
• Pay: $60000–$90000 yearly
• Team: Operations Analyst Program, supporting Market, Client, or Control functions
• Mission: Deliver operational excellence, solve business challenges, and improve outcomes for clients by optimizing investment processes.
• Tech Stack: Excel, Alteryx, Tableau, Power BI, SQL, Python, workflow automation platforms, process-modeling tools, approved AI solutions

What You’ll Actually Do
• Learn: Understand Parametric’s investment strategies, operating model, and business-critical Operations workflows to grasp how Market, Client, and Control functions support clients, portfolios, risk management, and business growth.
• Execute: Accurately perform and learn business-critical investment operations workflows, including activities such as cash and position reconciliation, trade lifecycle support, and client servicing based on team assignment.
• Investigate: Examine exceptions, operational issues, and client-impacting events using structured problem-solving and data analysis to identify root causes, assess impacts, and recommend sustainable solutions.
• Analyze: Interpret operational and investment data to detect patterns, anomalies, trends, and risks, and develop reports, dashboards, or analytical tools that translate data into actionable insights for improvements.
• Improve: Identify and contribute to opportunities for simplifying, standardizing, automating, or redesigning workflows through process mapping, requirements gathering, testing, implementation, and adoption activities.

The Must-Haves
• Background: Associate or bachelor’s degree completed by program start date (July 2027) in a relevant analytical, business, or technical field such as industrial, process, or systems engineering, data science, finance, or economics.
• Experience: No prior professional experience required; ability to use spreadsheets to organize and analyze information or learn quickly, coupled with a strong interest in a career at the intersection of investment management, operations, process improvement, data, and technology.
• Skills: Strong analytical and problem-solving abilities, a systems-thinking and continuous-improvement mindset, high attention to detail, clear written and verbal communication, and the capacity for ownership, learning agility, and adaptability.
• Bonus: Coursework, internships, or project experience in process mapping, continuous improvement, business analysis, data analysis, automation, or programming, and exposure to tools like Alteryx, Tableau, Power BI, SQL, or Python.