Payden & Rygel jobs - 76 jobs

We're seeking someone to join our team as an Associate in WM Operations to manage internal and external client relationships. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. 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: Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution What you'll bring to the role: Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests Culture carrier across Operations, embracing the Firm's core values At least 2 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 $48,000 and $78,000 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).

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 ********************** 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 ensures all onboarding and lifecycle processes of our clients' accounts are well managed, resulting in an excellent experience with the Parametric product line. The team provides contract, regulatory and operational support during the onboarding and life of institutional derivatives clients, along with other services to ensure the client experience is as smooth and effective as possible. ABOUT THE ROLE This position is on the Documentation Team, and will support client and third-party contracts primarily for institutional derivatives clients, client onboarding and new account setup. The role will work closely with legal, portfolio management and operations teams to onboard and maintain client accounts and documentation across the life of a client, and facilitate necessary setups and documentation to trade derivative products, including investment management agreements, broker agreements, ISDAs and trade confirmations. This role requires strong time management skills, excellent communication, the ability to work in a fast-paced environment, and a focus on process improvement and risk analysis. PRIMARY RESPONSIBILITES * 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. JOB REQUIREMENTS * Bachelor's (4yr) degree; JD or Paralegal with relevant financial services experience preferred * 5+ years' experience in financial services * Well organized, self-starter with the ability to analyze information and take a risk mindset * Exceptional written and verbal communication skills * Document management experience * Prior experience with contracts, derivatives including uncleared products, and financial services regulations 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 ***************************************************** 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 mybenefits.morganstanley.com 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).

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 ********************** 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 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: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. 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 mybenefits.morganstanley.com 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).

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Department Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high-quality technology solutions and support functions to our internal end users as well as external clients. Our goal is to ensure all users across the firm can perform their job efficiently with minimal to no interruption. Position Description WS is seeking a technical team leader to help the lead and shape the service desk while adhering to the firm's core values. The ideal candidate will be a leader and functional owner, motivating and coaching their team with the goal of providing world class customer service. Job Description: * Responsible for overseeing a team of service desk professionals supporting the internal and external Morgan Stanley population * Serve as the functional owner of a technical client-facing service desk, overseeing data transfer protocols including login credential rotations, PGP key management, FTP/SFTP configuration, and ongoing system maintenance and administration * Responsible for SLAs across multiple inventory streams, including call management, email correspondence, ticket aging and resolution, and real-time 24x7 system health monitoring * Provide timely feedback, training, and coaching 50% of the time with a focus on driving efficiency of work execution while providing a world-class service experience * Support interviewing and onboarding of top talent * Conduct performance management to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates * Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements * Drive growth and development of team members Qualifications: * 3-5 years previous technical or customer service leadership experience * Previous service desk experience * Excellent problem-solving skills with passion for process improvement * Passion for providing feedback & coaching * Excellent written and oral communication skills * Experience with financial service firms * College degree or equivalent experience 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. 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).

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Role Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service. What you'll do in the role: * Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population * Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience * Responsible for interviewing and onboarding top talent * Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates * Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements * Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population What you'll bring to the role: * 4+ years previous call-center experience or equivalent required in a technical or customer service field * Previous Service Desk Experience * Experience with Microsoft Office products, Windows 10, and general office computing tools required * Passion for providing feedback & coaching * Excellent written and oral communication skills * Excellent time management skills * Excellent Problem-Solving Skills * Experience with Microsoft Office Products, Windows 10, and general office computing tools 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 $70,000 and $105,000 per [hour/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).

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 ********************** 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'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 Managing Director, Technology Solution and Risk Management is responsible for the teams that design effective technology-centric solutions and manage technology risks in the organization. The Managing Director is responsible for designing effective, technology-centric processes and solutions that span across the platform that are efficient and support multiple asset classes and investment styles. The role will work with investors across asset classes as well as technology leaders to identify business priorities and design technology flows that improve business processes while increasing consistency across the technology platform. In this role, the Managing Director will develop the appropriate software strategy, striking a balance between: (1) Alignment with the growth objectives of the business; (2) Integrating Parametric disparate investment system processes; and (3) Designing strategic efficient and scalable solutions. Additionally, the Managing Director is responsible for working with Morgan Stanley integration, risk and audit partners on processes that identify, assess and mitigate potential risks associated with the use of technology in the organization. This role encompasses several key teams in Parametric technology, including the Platform Solution Management (PSM) team, Technology Risk and Audit Support, Application Support and Automation Engineering, and Business Continuity and Disaster Recovery team. Each of the teams under the Managing Director's purview is led by an Executive Director who reports directly to the Managing Director. These Executive Directors are responsible for the day-to-day operations and strategic direction of their respective teams, ensuring alignment with the overall objectives set by the Managing Director. This structure allows the Managing Director to focus on overarching strategic initiatives and cross-functional integration, while the Executive Directors manage the execution of specific projects and initiatives within their domains. This leadership model fosters a collaborative environment where each team can leverage its expertise to contribute to the organization's success. Below is an overview of each team, highlighting their specific roles and contributions to the organization's technology and risk management strategy. The Platform Solution Management (PSM) team at Parametric: * Is 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, the team collaborate with multiple departments 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 * The Technology PMO sits within this team and is responsible for technology execution and delivery Members of the PSM team are 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 * Align technology design with target operating model (business, operations) that complement evolution in systems * Execution planning, dependency tracking and risk mitigation for development The Technology Risk Management and Technical Integration teams at Parametric encompass the following functions and teams: * Technology Risk and Audit Support * Application Support and Automation Engineering * Business Continuity and Disaster Recovery Members of the Technology Integration, Risk and Audit Support team drive the following activities: * Risk Identification: work with Morgan Stanley partners to recognize potential threats and vulnerabilities within the technology infrastructure, including hardware, software, networks, and data. * Risk Assessment: work with Morgan Stanley partners in evaluating the likelihood and potential impact of identified risks, often using a framework to prioritize which risks require the most immediate attention. * Risk Mitigation: Develop and implement strategies to reduce or eliminate the identified risks, such as implementing security controls, updating systems, and training staff. * Monitoring and Review: work with Morgan Stanley partners to continuously monitor the effectiveness of risk management strategies and make adjustments as needed, ensuring ongoing protection against evolving threats. * Ensure alignment with the parent company's technology and operational governance framework, policies, and standards. Members of the Application Support and Automation Engineering team drive the following activities: * Application Support and Incident Response: Facilitate application releases and monitor production performance of applications. Function as an L1/L2 point of escalation for all systems related questions. Manage established procedures for responding to production incidents, minimizing damage, and restoring normal operations. This team is global in nature with time zone coverage spanning N. America, Europe and Asia * Automation Engineering: is responsible for identifying and responding to process improvement, development, enhancements and support of automation processes across Parametric. Member of the Business Continuity and Disaster Recovery team drive the following activities: * Develop, implement, and maintain the organization's Business Continuity, Disaster Recovery (BC/DR), ensuring alignment to broader parent policy and governance, alignment to industry best practices and regulatory requirements. * Creates and modifies guidelines, planning documents, budgetary requirements, risk assessments and incident metrics and risk matrices. * Assess and monitor the resilience of third-party vendors and service providers critical to business operations. * Develop and enforce vendor management frameworks, ensuring alignment with contractual obligations, performance metrics, resilience standards corporate policies, regulatory requirements and standards. * Oversee the incident management framework, ensuring rapid identification, escalation, and resolution of all S3+ incidents - to include physical life safety, cyber, and technology. * Collaborates with Morgan Stanley business continuity resilience Fusion partners. * Acts as the senior leader during major incidents, driving effective communication and resolution to minimize business disruption. * Perform root-cause analysis (RCAs) post-incident to identify trends and implement preventative measures. PRIMARY RESPONSIBILITES * Engage with stakeholders at affiliated companies on strategic technology integrations, risk and audit efforts. * Engage with external clients on technology collaboration and integration efforts. * Map out overall business process flows for technology platform across Core Services, Investments and Digital. * Work with Portfolio Managers and Traders internally to identify ways to streamline their current investment process. * Help development teams like Digital or Core-platform accelerate projects including specifying data flows for data related to risk and analytics. * Participate in the leadership of the Technology & Operations team as we aim to increase employee engagement, enablement, diversity and inclusion. * Work closely with Parametric's technology team to ensure that the investment team's technology initiatives are closely aligned with the firm's broader strategic technology initiatives. * Ensures that software solutions remain integrated, efficient, and appropriate for a highly regulated industry. * Understand and guide effective implementation and adherence to SOX controls, legal regulations, and compliance requirements; seeks input and guidance when needed * Ensure all areas of direct responsibility operate consistently within the context of the corporate mission and strategic plan. * Ensure Parametric technology teams are operating within policy * Ensure Parametric has a robust and risk controlled operating environment as it applies to continuity of operations * Ensure Parametric provides 24X7 support for Parametric's technical environment including all custom built and third party tools in use JOB REQUIREMENTS * Bachelor's degree in Computer Science * 15+ years of experience, preferably within the asset management industry, with a strong understanding of Fixed Income, Derivative, and Equity assets, along with a deep understanding of related risk and analytics. * 10+ years engaging with compliance, controls and or regulatory bodies to manage the risk broadly for a technology organization * 10+ years of experience working closely with technology teams to deliver, scalable enterprise solutions for the Asset Management Industry. * 10+ years of experience engaging with senior leadership internally as well as at external clients to understand client needs, define solutions and manage ongoing strategic relationships. * Experience supervising and guiding teams in technology product management and/or business analysis to define technology solutions. * Proven track record of becoming a subject matter expert in areas related to current assignments. * Strong leadership skills including: * Vision and strategy * Influencing and consensus building * Communication * Total quality commitment * Ownership and accountability * Project management * Successful track record of development and implementation of an innovative strategic vision and plans, and competence in building strategies to deliver technology to meet business goals and objectives. Ability to transform strategy into 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. * Ability to collaborate and partner as a business professional. The ability to facilitate, gain compromise and/or consensus within diverse teams. * Assertiveness balanced with a sensitivity toward and concern for people. The ability to create strong work ethics and committed teams, foster open dialogue, and promote individual and team success. * Superior written and verbal communication skills in customer and internal 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: $300,000 - $400,000/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 30 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 mybenefits.morganstanley.com 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).

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 ********************** 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'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 Client Relations Group (CRG) at Parametric is within Operations and is tasked with processing all client related activities while delivering a first in class experience. CRG consists of several organizations: 1) Client Experience: advocates for our clients in onboarding and daily servicing 2) Client Operations: Systems experts in activities and account management 3) Client Contract and Control: Contract experts and quality assurance experts and 4) Business Enablement: Product experts for new business and strategic initiatives. ABOUT THE ROLE The Operations Analyst is responsible for providing critical business and operational support to Parametric investment and trading personnel. Their primary responsibility is to ensure the timely and accurate execution of all client account onboarding activities and is within the Client Experience organization within CRG. The Analyst will also be expected to maintain high service levels while improving and strengthening operational infrastructure. PRIMARY RESPONSIBILITIES 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 Establish new client accounts in our internal systems Work with Financial Advisors, broker-dealers, and custodian banks to resolve onboarding issues Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines Facilitate the accurate and timely delivery of critical business information among all necessary parties Act as business owner of data, demographic and activity reports, operations requirements and daily account processing Collaborate with fellow colleagues to ensure all daily equity functions are completed concisely each business day Work with internal and external partners on the delivery and implementation of SMA retail business Work in a firm wide cross functional capacity to meet Operational business needs Collaborate with department management on re-engineering projects that will improve operational efficiency and enhance the client experience JOB REQUIREMENTS Bachelor's degree Operations and/or related experience Working knowledge of the financial services industry, investment products such as equities and Separately Managed Accounts (SMA) Strong analytical, organizational, and communication skills Strong problem-solving skills and ability to work with others implementing solutions Meticulous attention to detail and highly process oriented Professional tact with excellent written and verbal skills 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 mybenefits.morganstanley.com 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).

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 ********************** 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'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 mybenefits.morganstanley.com 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).

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: * Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists * Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience * In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens * Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans * Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens * Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * 4-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Complete and maintain internal Financial Planning Specialist designation requirements * Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills * Knowledge of financial planning * Excellent listening skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to * Business Service Officer 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. 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).

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 ********************** 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'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: 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 mybenefits.morganstanley.com 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).

We are seeking dedicated and detail-oriented Accounts Team Specialists to join our team. This role involves working closely with all levels of field management to ensure smooth and compliant processing of New Accounts and Account Modifications. The Accounts Team Specialists will report directly to the Regional Accounts Team Manager. Key Responsibilities: Review and approve New Accounts and Account Modification requests. Provide exceptional customer service to internal partners. Research and resolve issues and deficiencies efficiently. Ensure timely follow-up and resolution of inquiries. Manage a high volume of requests in a fast-paced environment. Apply firm policies and procedures on account opening and maintenance, including KYC and CIP standards. Stay updated on SEC/FINRA, Compliance, and firm guidelines to ensure risk mitigation. Participate in projects and remediation efforts as needed. Qualifications: FINRA Series 9/10 or Series 4 and 24 required. Excellent interpersonal and client service skills. Strong written and verbal communication skills. Ability to thrive in a dynamic and fast-paced environment. Why Join Us? Opportunity to work with a leading firm Supportive and inclusive work culture. Opportunities for professional development and growth. Competitive salary and benefits package. 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. 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).

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 ********************** 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'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 Bank Relations and Market Infrastructure team is dedicated to optimizing the firm's vendor and banking partnerships through strategic oversight and operational excellence. The team ensures that vendors deliver high-quality data, superior service, and competitive pricing, while also maintaining robust relationships with banking partners. ABOUT THE ROLE The Manager, Bank Relations and Market Infrastructure is responsible for being the central liaison for all vendor, banking and custodian relationships. This role is responsible for developing and implementing frameworks to measure and monitor performance and ensure seamless coordination across contract negotiation, onboarding, integration and ongoing relationship management. PRIMARY RESPONSIBILITIES * Central liaison for all vendors, bank and custodian relationships, facilitating effective communication and collaboration. * Lead contract negotiations and ongoing review of pricing to ensure it's consistent with the market. * Coordinate the onboarding and integration of new vendors and banking partners to ensure a smooth transition and alignment with firm standards. * Monitor and evaluate the performance and service levels of all vendors, banking and custodial partners and drive improvement as needed. * Maintain centralized documentation and access protocols for custodian portals. * Collaborate with operational teams on service and data issues requiring remediation. * Monitor and control access to data products. * Implement access controls aligned with governance policy, audit and compliance standards. * Conduct periodic reviews and audits of access permissions. JOB REQUIREMENTS * Bachelor's degree required * A minimum of 7+ years of experience in vendor management, banking operations or financial services operations * Experience working with custodians, banks and financial data vendors * Experience working with pricing and market data vendors * Proficiency in contract negotiations and pricing analysis * Knowledge of audit standards, compliance requirements, and data access protocols * Strong analytical skills to identify service gaps and drive remediation efforts * Excellent verbal and written communication skills 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: $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 mybenefits.morganstanley.com 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).

Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business. Overview This position provides loan business, prepares loan analysis and loan recommendation to meet objectives set by the Branch Manager. Responsibilities Business Development: Originate and underwrite residential mortgage loans and maintain relationship with customers. Meet business objectives in the loan operation set by the department head and Branch Manager. Assist customer service representatives to originate new residential loan, Refinance and Modification Program. Credit Control: Handle loan business according to all bank policies and procedures, KYC Due Diligence requirements. Monitoring KRI and reporting criticized loan if applicable. Compliance: Update Residential Mortgage Lending Procedure as needed. Work on CFPB Consumer Metrics impacted by COVID-19 on monthly basis. Work on Compliance and Regulatory reports as needed to LCD periodically. Consumer Compliance Risk Assessment. Work and coordinate with BSA on Monthly Compliance Reporting. Inform customers of regulatory compliance requirement. Coordinate with external and internal examination to ensure business safety and soundness. Operation and Post-Lending Customer Service: Communicate with OSD and follow up with customers on tax, insurance, annual escrow disclosure statement, year-end escrow statement, escrow account or other post lending questions or issues due to Work from Home impacted by COVID-19. Report necessary documents or reports to Head Office. Work with ORD and QCU on third party vendor review and attend ORC meeting. Work with vendors of Ellie Mae and Equifax to meet Bank's operational risk requirement. Participate in loan business activities to ensure the loan operation is safety and soundness. Help to answer and resolve customer complaints and inquires. Seek unusual and irregular activities and, if any, reports to supervisor, BSA Officer and Branch Manager. Assist to complete distribution of all consumer lending disclosures, review completeness of loan application, arrange appraiser to appraise the value of properties and order credit report, review of appraisal report and credit report, prepare Credit Recommendation Report and commitment letter after loan approval. Arrangement of closing and the preparation of closing documents. Scan loan documentation to Laserfiche. Attend necessary business related trainings. Strictly comply with the BOC Global customer service standard & BOCNY performance evaluation. Qualifications Bachelor's degree required; major in Accounting, Finance, Economics or equivalent fields preferred Minumum 2 years of Residential lending experience required NMLS Certification is required Demonstrate knowledge in Credit Underwriting, Personal loan process, and Consumer compliance Bilingual ability in English and Mandarin required Pay Range Actual salary is commensurate with candidate's relevant years of experience, skillset, education and other qualifications. USD $42,000.00 - USD $90,000.00 /Yr.

As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions. Our Team The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters. Mainframe CICS Engineer The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues. Skills Required: Knowledge of SMP/E, software upgrades and maintenance Knowledge of all CICS parameters that control performance in a CICSPlex environment. Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc. Knowledge of the CICS resource definitions, including those that pertain to CICS region performance Experienced with the CICS monitoring tools such as Sysview for CICS. Ability to perform problem determination, dump analysis and performance tuning Knowledge of Cobol to support application developers Experience with Mainframe Websphere MQ Excellent oral/written communication skills Skills desired: Assembler, COBOL and REXX coding and knowledge of CICS Exits Web application support in a CICS TS V6.x environment Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility Utilization of CICS Configuration Manager Working knowledge of zOS & CICS Explorer Understanding of CICS REST Services Prior Application programming experience a plus. 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 $150,000 and $210,000 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).

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory. Primary Responsibilities: Develop and maintain sales programs with assigned intermediaries. Identify client needs and coordinate efforts to service assigned intermediaries. Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients. Work in conjunction with an Internal Consultant to fulfill the business plan for the territory. Submit call and expense reports in a timely manner Participate in conference calls. Qualifications: Bachelor's degree or equivalent. Minimum 8-10 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience. FINRA Series 7, 79, 63 or 66 required. Strong communication and presentation skills. Must be extremely motivated and have demonstrated sales success. Must be comfortable with technology. 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 $100,000 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).

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Senior Regional Consultant will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels within Missouri. WHAT YOU WILL DO Conducts sales meetings with financial intermediaries to promote MFS sales and services. Works closely with Managing Director developing appropriate business plan to maximize territorial sales. Builds strong sales skills and stays abreast of industry trends through interaction with corporate team, training, continuing ed. requirements, and sales meetings. Ensures compliance with internal and external rules, policies and procedures as well as all regulatory requirements. Provides top quality service to accounts to ensure growth and retention of assets and clients. Builds sales by identifying and prospecting new producers. Coordinates sales efforts with home office sales representatives. Attends conferences as needed and communicates information back to home office personnel. Performs additional duties as required. WHAT WE ARE LOOKING FOR Bachelor's degree preferred. Minimum of two years of direct field sales or related experience required, five years preferred. Strong interpersonal, communication, analytical, organizational and selling skills. Strong presentation skills. In depth product and industry knowledge. Ability to meet extensive travel requirements. Position requires FINRA series 7 and 63 registrations in accordance with MFS' licensing policy. #LI-JN1 Base Salary: $75,000.00 This position is eligible for competitive commission pay. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

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 ********************** 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'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 asp.net 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).

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provide reports and other information to FA(s), as requested. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent Minimum Required: 2 years clerical/related industry Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Since 1935, Morgan Stanley is known as a global leader in financial services, continuously 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: Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training Convey vision, goals and direction for the team Define overall strategy and direction Lead decisively and empower the team Promote innovation and process improvement Responsible for overseeing recruitment processes and managing employee performance Anticipate change impact and implement solutions to reduce its effects Identify opportunities for efficiency improvement and automation Drive Service Desk KPI's and metrics Compile and provide reporting to Senior Management What you'll bring to the role: Excellent written and oral communication skills required Experience with Microsoft Office products, Windows 10, and general office computing tools required 6+ years call-center management experience or equivalent required in a technical or customer service field Previous Service Desk experience expected College degree or equivalent experience required Excellent problem-solving skills required Experience with financial service firms a plus, but not required 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. 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).