Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted yesterday
Morgan Stanley · Boston, MA · posted 74 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Boston, Massachusetts |
| Field | Operations and Management › Business operations and strategy |
| Level | Mid Level |
| Source category | Software Engineering |
| Posted | 2026-08-26 (74 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
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 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 consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm. Examples include 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 SMA Reconciliation Operations Associate is responsible for ensuring timely and accurate reconciliation of portfolios and resolving trade, currency, and corporate action discrepancies with our custodians. This role will also be responsible for client and third-party reporting and other duties as assigned and ensuring processes and procedures are accurately documented.
The ideal candidate is a self-starter with exceptional attention to detail and the ability to work independently under tight deadlines. The expected shift is approximately 8:30AM-5:00PM EST.
PRIMARY RESPONSIBILITIES
Field: Operations and Management Sub-niche: Business operations and strategy All jobs at Morgan Stanley Jobs in Massachusetts Jobs in Boston, MA Boston city guide Massachusetts state guide Suffolk County economy
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This is a Mid Level role in the Operations and Management field (Business operations and strategy) at Morgan Stanley. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.
We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.
Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.
This is editorial guidance, not information from the employer.
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The job is in Boston, MA. Below is what the official statistics say about living and working there.
How Boston compares. Among the 80 largest places in Massachusetts, Boston is #1 by population, #75 for homeownership (#1 = highest), #62 for rent (#1 = cheapest), #28 for remote work (#1 = most). Its county, Suffolk County, is #1 of 14 counties for average pay ($131,280).
Boston has 666,442 residents (ACS 2020–2024), about 9.5% of the population of Massachusetts. It covers 48 square miles of land, which works out to roughly 13,786 people per square mile. The median age is 33.3, 17% younger than the state median (33.3 against 40.0).
The median gross rent is $2,147 a month (rent plus utilities), 22% above the state median ($2,147 against $1,762). Over a year that is 26.5% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $731,700, which is 7.5 times the median household income ($97,344); a ratio above 5 usually means buying is out of reach without savings or a second income. 35.7% of households own their home, 43% below the state average (35.7% against 62.5%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Boston-Cambridge-Newton, MA-NH metropolitan area has 2,703,890 jobs in the BLS wage survey, and the median pay across all occupations is $66,620 a year, 31% above the national median ($66,620 against $50,980). The biggest occupation groups are office and administrative support (265,830 jobs, median $56,580); management (254,700 jobs, median $166,580); business and financial operations (242,960 jobs, median $102,660). The area is most specialised in life, physical, and social science (2.6 times) and architecture and engineering (1.4 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($166,580) and legal ($135,160). In 2026M09 the unemployment rate of Suffolk County was 4.2%. 69.9% of residents aged 16 and over are in the labour force. The city lies in Suffolk County; its jobs, pay by industry and GDP are on the county page.
Among workers, 32.9% drive alone, 22.6% use public transit, 13.4% walk, 21.3% work from home. 22.0% of workers commute 45 minutes or more, about the same as the state average (22.0% against 21.5%).
54.9% of adults aged 25 and over hold a bachelor's degree or higher, 16% above the state share (54.9% against 47.3%). 27.8% of residents were born outside the United States, 54% above the state share (27.8% against 18.1%). The poverty rate is 16.6%, 65% above the state rate (16.6% against 10.0%).
The warmest month is Jul, averaging 72°F (22.4°C), and the coolest is Jan at 26°F (-3.5°C). About 1,206 mm (47 inches) of precipitation falls in a year; Oct is the wettest month (123 mm) and Jan the driest (80 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.
Closest cities in this guide: Winthrop Town (4 miles, rent 4% lower); Chelsea (4 miles, rent 9% lower); Everett (5 miles, rent 3% lower); Quincy (5 miles, similar rent). Rent differences are against Boston; use the Compare tab to put any two cities side by side.
Full guide to Boston →Massachusetts guideAll jobs in Boston
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
Places within 50 miles (straight line) of Boston, MA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.
| Place ⇅ | Distance from the job city ⇅ | Median rent ⇅ | Median home value ⇅ | Median household income ⇅ | Commute 45+ min ⇅ | Rent as % of occupation pay ⇅ | Open jobs there ⇅ |
|---|---|---|---|---|---|---|---|
| Boston, MA | 0 mi | $2,147 | $731,700 | $97,344 | 22.0% | n/a | Jobs |
| Winthrop Town, MA | 4 mi | $2,064 | $649,600 | $116,167 | 31.2% | n/a | — |
| Chelsea, MA | 4 mi | $1,956 | $493,500 | $72,179 | 28.1% | n/a | — |
| Everett, MA | 5 mi | $2,076 | $610,000 | $85,218 | 31.6% | n/a | — |
| Quincy, MA | 5 mi | $2,118 | $618,500 | $98,882 | 33.4% | n/a | — |
| Somerville, MA | 6 mi | $2,517 | $911,300 | $132,572 | 20.9% | n/a | — |
| Cambridge, MA | 6 mi | $2,787 | $1,092,100 | $130,748 | 13.3% | n/a | Jobs |
| Revere, MA | 6 mi | $2,076 | $597,400 | $86,969 | 30.0% | n/a | — |
| Brookline, MA | 6 mi | $2,835 | $1,246,800 | $142,101 | 14.7% | n/a | — |
| Malden, MA | 7 mi | $2,204 | $633,500 | $100,606 | 30.2% | n/a | — |
| Milton, MA | 7 mi | $1,474 | $933,200 | $188,529 | 28.4% | n/a | — |
| Medford, MA | 7 mi | $2,509 | $755,500 | $129,540 | 22.0% | n/a | — |
| Melrose, MA | 8 mi | $1,970 | $822,900 | $133,953 | 34.0% | n/a | — |
| Saugus, MA | 9 mi | $2,241 | $603,400 | $101,539 | 19.7% | n/a | — |
| Belmont, MA | 9 mi | $2,527 | $1,159,000 | $183,137 | 19.2% | n/a | — |
| Braintree Town, MA | 9 mi | $2,024 | $656,800 | $122,214 | 28.9% | n/a | — |
| Arlington, MA | 9 mi | $2,082 | $933,800 | $150,701 | 27.3% | n/a | — |
| Newton, MA | 10 mi | $2,370 | $1,264,900 | $190,304 | 17.0% | n/a | — |
| Lynn, MA | 10 mi | $1,722 | $510,100 | $75,043 | 23.6% | n/a | — |
| Weymouth Town, MA | 10 mi | $1,941 | $552,100 | $102,714 | 32.9% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Operations and Management, where your skills may carry over:
Project management (207) Program management (144) Supply chain and logistics (293) Executive and general management (1271)
How far Boston, MA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.
| From ⇅ | Straight-line distance (miles) ⇅ | Population of that city ⇅ |
|---|---|---|
| New York, NY | 190 mi | 8,483,844 |
| Philadelphia, PA | 268 mi | 1,579,706 |
| Columbus, OH | 643 mi | 914,802 |
| Charlotte, NC | 722 mi | 903,844 |
| Indianapolis, IN | 807 mi | 885,860 |
| Chicago, IL | 854 mi | 2,711,226 |
| Jacksonville, FL | 1,017 mi | 977,670 |
| Oklahoma City, OK | 1,494 mi | 697,125 |
| Dallas, TX | 1,549 mi | 1,307,930 |
| Fort Worth, TX | 1,578 mi | 963,194 |
| Houston, TX | 1,605 mi | 2,328,253 |
| Austin, TX | 1,695 mi | 979,539 |
| Denver, CO | 1,762 mi | 718,877 |
| San Antonio, TX | 1,766 mi | 1,479,835 |
| Phoenix, AZ | 2,294 mi | 1,642,323 |
| Seattle, WA | 2,489 mi | 754,195 |
| San Diego, CA | 2,576 mi | 1,389,526 |
| Los Angeles, CA | 2,603 mi | 3,857,263 |
| San Jose, CA | 2,678 mi | 990,138 |
| San Francisco, CA | 2,727 mi | 830,235 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Cambridge, MA | 6 mi | 58 |
| Waltham, MA | 12 mi | 3 |
| Framingham, MA | 21 mi | 6 |
| Andover, MA | 23 mi | 8 |
| Barrington, RI | 44 mi | 1 |
| Amherst, MA | 77 mi | 14 |
Morgan Stanley is the employer in this listing. See all its open jobs here →
It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →
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A mid level role in operations and management (business operations and strategy) listed 74 days ago. The full description is on this page and on The Muse.
Boston, MA.
Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.
The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in Boston is $2,147 a month and median household income $97,344 (ACS 2020–2024).
It was posted on 2026-08-26 (74 days ago). Jobs older than 90 days are not shown.
Yes: browse business operations and strategy jobs in Massachusetts.
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