Continuous Improvement Associate

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

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 Investment Strategy team creates and delivers powerful stories for external and internal clients and turns investment research into real-world portfolios for investors. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. We meet with clients and prospects, present at events, and write papers.

About The Role
The Continuous Improvement Associate is an integral position within the broader Investment Strategy department and is responsible for supporting the creation and optimization of processes, technologies, and operating models that maximize efficiency and meet business needs. The role will work under the direction of the Continuous Improvement Specialist, and will be responsible for working on initiatives intended to benefit the Investment Strategy team to create more efficient, intuitive and controlled processes in a risk-controlled manner. The individual in this role will work cross-functionally with multiple teams across the firm.

Primary Responsibilities

• Help design team workflows and identify technology components necessary to achieve desired business outcomes.
• Act as a change agent, help to identify and challenge existing processes that exhibit inefficiencies, lack adequate risk controls or may be modified to result in improved outcomes.
• Collaborate with process owners, functional teams, external resources, and vendors to accomplish assigned continuous improvement work that supports broader initiatives that may leverage existing or new technologies.
• Produce technical requirements, diagrams, wire-frames or functional prototypes when necessary for project success.
• Support business oversight of all department processes, proactively identifying areas of improvement and raising and implementing solutions that are most feasible while addressing the underlying issue.
• Assist process owners with testing, training, best practices, documentation, procedures and follow up issues.
• Monitor and report project progress to ensure timely completion and high-quality results; provide appropriate documentation and project updates
• Support the department's records and retention process and the business continuity planning process while addressing key risk areas.
• Other duties as assigned

JOB QUALIFICATIONS

Required Experience: 4+ years

Skill set: Process design, risk controls, change management

Primary Skills

• Bachelor's degree in a relevant field is required
• 4+ years experience in investment management or a process design/improvement role in a related industry
• Proven experience driving efficiency into business processes, highly organized and driven to execute enhancements
• A solid understanding of technology and process engineering as well as the ability to manage multiple projects simultaneously
• Strong relationship builder with proven stakeholder management
• Excellent verbal and written communication skills
• Experience with a business process mapping tool (Visio, , gliffy, etc...)
• Understanding of common data sources such as relational databases & web APIs
• Demonstrated ability collaborating and influencing individuals across an organization at varying levels
• Strong attention to detail and proven ability to work independently under tight deadlines
• Demonstrated strong decision making and critical thinking skills

Good to Have Skills

• Experience translating business needs into technical requirements preferred
• Experience with investment management industry preferred
• Experience wire-framing and/or building functional prototypes preferred
• Understanding of at least one common programming language (eg: C#, Python, etc...) preferred
• Experience with LEAN Six Sigma, Kaizen or similar 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.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize 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.