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E*TRADE from Morgan Stanley · 1 day ago

Operations Senior Associate - Parametric

Seattle, Washington, United States of America

Full-time

Hybrid

Senior Level

$78K/yr - $140K/yr

5+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. The Operations Senior Associate will support client and third-party contracts for institutional derivatives clients, manage onboarding processes, and collaborate with various teams to ensure smooth client account management.

BankingFinanceFinancial Services

Responsibilities

Prepare draft agreements and other client documentation for institutional derivatives investors. Coordinate efforts with Parametric’s internal legal counsel, understand and resolve complex issues and present final documents. Specific documentation may include investment management agreements, derivative trading agreements (including ISDAs, futures and options agreements, and repurchase/reverse repurchase agreements), limited partnership agreements and other fund offering documents, non-disclosure agreements, and ISDA trade confirmations

Review and update client specific documentation during the client onboarding process and throughout the life of the client; understand client-specific contract terms and requirements

Communicate directly with brokers and trading counterparties to facilitate opening of new client accounts; complete internal setup of client and trading accounts

Work closely with Parametric’s trading, operations, compliance and business development professionals across multiple office locations; expedite outstanding issues with a sense of urgency, and provide regular status updates and prioritization to meet client and/or internal deadlines

Review complex regulations and updates, research client-specific legal issues required for servicing the relationship, participate in firm-wide working groups and industry calls, and communicate results clearly to the business

Review ISDAs, ISDA amendments and master confirmation agreements; assist clients with regulatory requirements during ISDA onboarding, work with trade counterparties and review trade confirmations

Have primary responsibility for the maintenance of client files and the retention of documents, making use of technology to ensure access to current documents is efficient and secure

Review and update team policies and procedures

Qualification

Financial services experienceContract managementDerivatives knowledgeDocument managementRisk analysisProcess improvementTime managementCommunication skills