Morgan Stanley

Associate Contract Manager - Parametric

Posted On

April 9, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 17, 2024

Job 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 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 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM
The Contract Management Team consists of a team of professionals that focus on providing retail contracts for our single managed account business at Parametric. This team ensures the proper contract is generated and stored for new business. Examples of our day to day include generating contracts, amendments, assignments and terminations, reviewing new account contracts prior to Parametric execution, supervising, organizing and completing daily production, measuring and evaluating daily workload, and providing services to ensure the business runs as smoothly and effectively as possible.

ABOUT THE ROLE
The Associate Contract Manager will have a focus on Parametric's contracts management process, including investment management and subadvisory agreements. This role provides minimal negotiation of contract terms and conditions, and is primarily responsible for creating standard contracts (which may have non-standard fees), following contracting policies and procedures and maintaining contract repositories. This role will utilize knowledge of technology and Parametric's contract management (CLM) tool to work with teams to develop additional contract management workflows and improve optimization. This role will engage with a variety of internal business partners across Parametric. This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified.

PRIMARY RESPONSIBILITIES
- Assume primary day to day responsibility for client contracts in the retail Separately Managed Account (SMA) business, including drafting and reviewing standard investment management agreements with non-standard guidelines and/or fees, amendments, and other documents for the SMA business.
- Partner with legal, product and other internal teams to manage contracts and obtain appropriate signatures.
- Track and manage the end to end process from kickoff to full execution and digital storage of all client agreements and related documents
- Ensure all contract data and information is appropriately entered into CLM tool.
- Develop, maintain and document team data analysis (Excel skills include: power queries, pivot tables, v-lookup, etc.)
- Support metadata extraction from CLM tool, including mass upload/download.
- Manage projects, including project trackers, meetings, and email communications to various stakeholders.
- Other tasks, as required.

JOB QUALIFICATIONS
SKILL SET
Required Experience: 3-6 years
Skill set: Contract Management

Primary Skills
- Bachelor's Degree (4-year degree
- 3-6 years' experience in contract management
- Familiarity with MS Office and the ability to learn additional internal/ external software programs.
- Relationship-building skills and ability to thrive in team environment.
- Ability to work independently and self-manage high volumes of data with tight deadlines.
- Strong attention to detail & highly process oriented.
- Strong problem solving and analytical skills.
- Ability to work independently under tight deadlines.
- Excellent written and verbal communication skills

Good to Have Skills
- Prior proven experience working in financial services.

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.

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.

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