Tony Ly
Market Operations Analyst at Parametric/Morgan Stanley | UW Foster Alum
- Role
- Oversight and Support Analyst at Parametric
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Tony Ly
I’m an analyst passionate about investments and building the tools that make them…
Experience
Oversight and Support Analyst
Jul 2024 — Present · Seattle, WA, US
Led an initiative to streamline internal audit procedures, eliminating 86+ hours annually of redundant processes and improving operational efficiency• Manage support for over accounts by processing, posting, and reconciling fixed income trades in alignment with portfolio managers’ requests• Partner with internal stakeholders to assess and mitigate portfolio-level trade risks, flagging discrepancies exceeding $100K• Conduct in-depth audits of account bookkeeping and account activities, identifying risk factors and control gaps to maintain regulatory and procedural compliance• Maintain and clean research-related datasets in Excel to ensure accurate portfolio performance evaluations
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