Investment Operations Associate at Morgan Stanley, Seattle, Washington

Job Description

Company Overview:
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management, and investment management services. With offices in more than 41 countries, Morgan Stanley is dedicated to delivering excellence in financial solutions for individuals, institutions, and governments worldwide.

Key Responsibilities For Investment Operations Associate:
- Execute and reconcile trades, ensuring accuracy and timeliness in processing transactions
- Monitor and resolve trade discrepancies and exceptions to minimize operational risks
- Collaborate with internal teams and external parties to facilitate the settlement of trades
- Conduct post-trade compliance checks and assist with regulatory reporting requirements
- Support investment managers in portfolio management activities and performance analysis
- Contribute to process improvements and operational efficiency initiatives within the investment operations function

Required Qualifications:
- Bachelor's degree in Finance, Economics, or related field
- 2+ years of experience in investment operations or a related financial services role
- Strong understanding of trade lifecycle and investment products such as equities, fixed income, and derivatives
- Proficiency in using industry-standard systems and tools for trade processing and settlement
- Excellent analytical skills with a keen attention to detail
- Ability to work effectively under pressure in a fast-paced, dynamic environment

Desired Skills:
- Professional certification such as CFA, CIPM, or progress towards completion
- Familiarity with investment compliance monitoring tools and performance attribution analysis
- Experience with implementing process automation and technology solutions in investment operations
- Strong communication skills with the ability to collaborate across teams and communicate complex ideas effectively

Compensation & Benefits:
The annual salary range for the Investment Operations Associate position at Morgan Stanley in Seattle, Washington is competitive and commensurate with experience. In addition to base salary, employees are eligible for a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities.

How to Apply:
To apply for the Investment Operations Associate position at Morgan Stanley, please visit our careers website and submit your resume along with a cover letter outlining your relevant experience and qualifications. Only shortlisted candidates will be contacted for further evaluation. Thank you for considering a career with Morgan Stanley.

Required Skills

  • Valuation methods (DCF
  • comparables)
  • M&A analysis
  • Pitch books

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