Operations Analyst, Billing Solutions - Parametric

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 Billing Solutions team, the Operations Analyst 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

- Understand billing attributes and client relationships that drive revenue accrual and client invoicing

- Review of new accounts, changed accounts, and terminated accounts

- Audit changes to pricing agreements by clients when revenue accrual and invoicing is impacted

- Ensure thorough and accurate record keeping/maintenance of client records and files.

- Maintain metrics and data

- Ad-hoc and project work as needs arise

- 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
 

JOB QUALIFICATIONS

PRIMARY SKILLS
- Bachelor's Degree (4-year degree) w/ concentration in Finance or Accounting or related area of study

- Prior work experience preferred, but not required

- 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
- Experience working in financial services or billing 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:

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, communiti