Job Description
Analyst - Institutional Operations Analyst- Investment Management (Parametric)
Job Number:
323+382
POSTING DATE: Jul 26, 2026
PRIMARY LOCATION: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
JOB: Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Analyst
DESCRIPTION
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what’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 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
Parametric Institutional Operations is responsible for onboarding new clients, maintaining documentation and accounts necessary to successfully implement and execute client mandates, and for the execution of operational and accounting activities related to customized portfolio mandates for Institutional Clients. The team is comprised of five teams, Onboarding, Documentation, Operations, Middle Office, and Accounting, which include several resources dedicated to project management, automation, and vendor projects.
GENERAL DESCRIPTION
As part of the Global Operations Team, the Institutional Operations Analyst is responsible for ensuring the timely and accurate completion of responsibilities set out below.
PRIMARY RESPONSIBILITIES
– Ensure timeliness, completeness, and accuracy of reconciliations between Custodian, IBOR, and proprietary system.
– Ensure accuracy of the impact of corporate actions on portfolios.
– Work with both internal and external stakeholders to research and resolve discrepancies quickly with a sense of urgency that arises during the reconciliation process to minimize the impact to the Client.
– Escalate reconciliation issues and situations that may indicate a lapse in controls, missing controls, or data integrity issues to support teams.
– Accurate and timely posting of contributions, distributions, income, and expenses into to proprietary system to ensure the integrity of the economics of each portfolio.
– Monitor overdrawn accounts and inform Teams to ensure a quick resolution to minimize cost to the client and the firm.
– Assist in the improvement of operational processes; propose solutions, liaise with developers, and test enhancements.
– Communicate frequently and openly with Institutional Operations colleagues, solidifying a positive working relationship and prompt resolution of all situations that require attention.
– Bilateral Over the counter (OTC) support: Initial Margin, Variation Margin, reconciliation, and collateral management activities to support the OTC Operations and Middle Office Teams.
– Cleared Derivatives (Futures, Options, Cleared OTC) support; Initial Margin, Variation Margin, reconciliation, and collateral management activities to support the Cleared Derivatives Operations Team.
– Support client activities for non-US Institutional Clients. This includes trade settlement, trade confirmation, and problem resolution activities.
– Support business activities related to Institutional Client management fee calculations and revenue collection.
– Process ad-hoc requests from Clients, and internal stakeholders.
– Cross-train on multiple responsibilities, to ensure the successful convergence of effort in multiple time zones. Maintain procedures over time, ensuring their accuracy for use in both cross-training and audit situations.
– Other duties as assigned.
QUALIFICATIONS
JOB QUALIFICATIONS
SKILL SET
Required Experience: 3+ years
PRIMARY SKILLS
– Bachelor’s degree with a concentration in Finance or Accounting or related area of study OR an equivalent combination of education and work experience
Three or more years relevant industry experience with and knowledge/understanding of the characteristics of Derivatives and Investment Accounting strongly preferred.
Excellent Communication (written and oral), Interpersonal Skills and be an Effective Team Player
Ability to independently assess and prioritize work and ongoing initiatives during times of peak activity and to meet tight deadlines.
Experience with the implementation of controls and maintenance of the highest of standards in terms of accuracy and risk reduction.
– Well organized, self-starter with the ability to analyze information.
– Ability to plan, prioritize, and meet tight deadlines.
– Competent in Microsoft Office with strong skills in Excel, VBA/Macros a plus
– Ability to Maximize effectiveness of cross time-zone operations through effective hand-off of work.
“Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.”
Job Number:
323+382
POSTING DATE: Jul 26, 2026
PRIMARY LOCATION: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
JOB: Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Analyst
DESCRIPTION
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what’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 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
Parametric Institutional Operations is responsible for onboarding new clients, maintaining documentation and accounts necessary to successfully implement and execute client mandates, and for the execution of operational and accounting activities related to customized portfolio mandates for Institutional Clients. The team is comprised of five teams, Onboarding, Documentation, Operations, Middle Office, and Accounting, which include several resources dedicated to project management, automation, and vendor projects.
GENERAL DESCRIPTION
As part of the Global Operations Team, the Institutional Operations Analyst is responsible for ensuring the timely and accurate completion of responsibilities set out below.
PRIMARY RESPONSIBILITIES
– Ensure timeliness, completeness, and accuracy of reconciliations between Custodian, IBOR, and proprietary system.
– Ensure accuracy of the impact of corporate actions on portfolios.
– Work with both internal and external stakeholders to research and resolve discrepancies quickly with a sense of urgency that arises during the reconciliation process to minimize the impact to the Client.
– Escalate reconciliation issues and situations that may indicate a lapse in controls, missing controls, or data integrity issues to support teams.
– Accurate and timely posting of contributions, distributions, income, and expenses into to proprietary system to ensure the integrity of the economics of each portfolio.
– Monitor overdrawn accounts and inform Teams to ensure a quick resolution to minimize cost to the client and the firm.
– Assist in the improvement of operational processes; propose solutions, liaise with developers, and test enhancements.
– Communicate frequently and openly with Institutional Operations colleagues, solidifying a positive working relationship and prompt resolution of all situations that require attention.
– Bilateral Over the counter (OTC) support: Initial Margin, Variation Margin, reconciliation, and collateral management activities to support the OTC Operations and Middle Office Teams.
– Cleared Derivatives (Futures, Options, Cleared OTC) support; Initial Margin, Variation Margin, reconciliation, and collateral management activities to support the Cleared Derivatives Operations Team.
– Support client activities for non-US Institutional Clients. This includes trade settlement, trade confirmation, and problem resolution activities.
– Support business activities related to Institutional Client management fee calculations and revenue collection.
– Process ad-hoc requests from Clients, and internal stakeholders.
– Cross-train on multiple responsibilities, to ensure the successful convergence of effort in multiple time zones. Maintain procedures over time, ensuring their accuracy for use in both cross-training and audit situations.
– Other duties as assigned.
QUALIFICATIONS
JOB QUALIFICATIONS
SKILL SET
Required Experience: 3+ years
PRIMARY SKILLS
– Bachelor’s degree with a concentration in Finance or Accounting or related area of study OR an equivalent combination of education and work experience
Three or more years relevant industry experience with and knowledge/understanding of the characteristics of Derivatives and Investment Accounting strongly preferred.
Excellent Communication (written and oral), Interpersonal Skills and be an Effective Team Player
Ability to independently assess and prioritize work and ongoing initiatives during times of peak activity and to meet tight deadlines.
Experience with the implementation of controls and maintenance of the highest of standards in terms of accuracy and risk reduction.
– Well organized, self-starter with the ability to analyze information.
– Ability to plan, prioritize, and meet tight deadlines.
– Competent in Microsoft Office with strong skills in Excel, VBA/Macros a plus
– Ability to Maximize effectiveness of cross time-zone operations through effective hand-off of work.
“Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.”
💡 Quick Summary
Seeking a career-building opportunity? The Analyst | Institutional Operations Analyst| Investment Management |Parametric position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
