Alyssa Messner

Director, Institutional Onboarding at Parametric

Alyssa Messner has a diverse work experience within the financial industry. Alyssa started their career as an Operations Intern at The Clifton Group in 2011. In 2012, they joined Parametric as a Trade Support Analyst, where they assisted in producing reports and supported research projects. Alyssa then became an Investment Analyst in 2013 and later transitioned to a role as a Client Service Associate in 2014. In this role, they were responsible for managing new client relationships and ensuring a positive onboarding experience. Alyssa was promoted to an Institutional Onboarding Manager in 2018, where they facilitated the onboarding of Institutional Separately Managed Accounts and Commingled Fund Investment clients. Alyssa's most recent position at Parametric is as a Director, leading the Institutional Onboarding Team and innovating the onboarding process through technology and efficiency while maintaining client relationships.

Alyssa Messner completed their high school education at West Lutheran High School from 2004 to 2008, earning their GED. Alyssa then attended Bethany Lutheran College from 2008 to 2012, where they obtained a degree in Business Administration with a focus on Finance and Marketing Management. In addition to their formal education, Alyssa also obtained certifications in the financial industry, including the Series 63 from the Financial Industry Regulatory Authority (FINRA) in December 2015 and the Series 7, also from FINRA, in October 2015.

Links

Timeline

  • Director, Institutional Onboarding

    January, 2022 - present

  • Institutional Onboarding Manager

    September, 2018

  • Client Service Associate

    September, 2014

  • Investment Analyst

    October, 2013

  • Trade Support Analyst

    June, 2012

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