JOHN (WILL) BRACKNELL
Atlanta
Summary
Investment Operations professional at Parametric (Morgan Stanley) with expertise in portfolio management, trade execution, and process improvement. Known for improving operational efficiency and accuracy in fast-paced financial environments.
Overview
5
5
years of professional experience
Work History
Associate
Parametric (Morgan Stanley)
08.2022 - Current
- Manage SMAs for institutional clients, ensuring alignment with financial objectives.
- Execute high-volume trades with precision in fast-paced environments.
- Resolve trade discrepancies and improve operational workflows.
- Implement process improvements to increase efficiency and reduce errors.
- Supported over $500 Billion increase in assets under management.
- Promoted from Analyst to Senior Analyst in June 2024, then Senior Analyst to Associate in January 2026.
- Managed offshore team in India to complete overnight tasks in order to maximize efficiency.
Financial Analysis Intern
8th Avenue Foods & Provisions
07.2021 - 09.2021
- Reduced freight costs through data-driven supply chain analysis.
- Supported pricing strategy and financial planning initiatives.
- Assisted during acquisition activity, supporting finance operations.
Education
BBA - Finance
University of Georgia
01-2022
Skills
- Portfolio Management
- Trade Execution
- Client Management
- Operational Efficiency
- Microsoft Excel
- Data Analysis
Timeline
Associate
Parametric (Morgan Stanley)
08.2022 - Current
Financial Analysis Intern
8th Avenue Foods & Provisions
07.2021 - 09.2021
BBA - Finance
University of Georgia