Morgan Stanley is a market leader in energy and metals trading worldwide. Commodities professionals trade actual physical commodities, as well as associated derivatives and futures.
Associate – Field Service Data Analytics (Wealth Management)
About the job
Company Profile
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.
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.
Division Profile
The Analytics & Data (A&D) organization is a key growth area within Morgan Stanley’s Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. The use of analytics and data will be a key driver in accelerating growth across all client segments, enabling data-driven decision making and delivering the best client experience.
Position Summary
Assistant Vice President / Associate role to join our Analytics & Data organization in the NNA Analytics and Insights team function which is responsible for Net New Assets (NNA) reporting, forecasting and insights on the key drivers of NNA – the most important and visible metric for the WM business.
The candidate will be responsible for the ongoing distribution of multiple various reports to senior management and stakeholders, engaging teams across the organization to help with consolidating and streamlining NNA reporting. Additionally, you will help with determining insights on NNA forecasting and analyzing competitor flows by investigating additional analytical or predictive use-cases from existing data.
Key Responsibilities
Key responsibilities will include but will not be limited to the following:
> Assist in supporting A&D NNA reporting across multiple projects and stakeholders.
> Collaborate with team in Mumbai, NY/NJ, and Budapest to distribute a suite of senior management reports to be produced on daily, weekly, monthly, and quarterly basis.
> Problem solving skills – ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.
> Analytical skills – Analyze data to identify key trends, proficient in data reconciliation, comparison and benchmarking.
> Data validation skills – Be able to leverage different data sources and methodologies to verify accuracy of output.
> Teamwork skills – The candidate must be flexible in their work style and be able to work collaboratively with others on the team.
> Provide reporting support as needed.
Experience
> 3-5 years of financial services related experience.
> Bachelor’s degree required.
> Experience in Data & Analytics a plus
Required Skills
> Ability to work independently and possess a strong sense of accountability/ownership.
> Must be a self-starter and a quick learner, able to prioritize and delegate effectively to manage delivery/execution of a wide range of tasks and initiatives.
> Strong written, verbal, presentation, and interpersonal skills
> Proficient in MS Excel, PowerPoint & Outlook
> Experience or knowledge in data analytics toolsets such as: SQL, Excel, Tableau, Python, Dataiku (nice to have)
> Ability to work in a team environment and partner with multiple individuals across various groups.
> Strong analytical and problem-solving skills.
> Strong attention to detail, aptitude for working with numerical information.
> Experience and strong aptitude in using different data environments.
> Demonstrated effectiveness with both oral and written communication.
> Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.
Registration Required
> No
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.
Director- Procurement Data & Analytics (Corporate Services)
Profile Description | |
We’re seeking someone to join our team as a Data & Analytics Director to deliver insights based on data analysis/reporting solutions to provide transparency and help determine opportunities to optimize Third Party expenses. This position will require a strong attention to detail, ability to multitask, and an understanding of the third-party source to pay processes. The candidate will optimize the data insights landscape, transforming data to its most granular form and classifying/enriching it to drive insights and subsequently enable the organization to continue its mission in optimizing Third Party spend | |
Corporate & Enterprise Services | |
In the Corporate & Enterprise Services division, we provide solutions that enable Morgan Stanley’s workforce, across our global workplace locations, to effectively and efficiently work in the service of our clients | |
Sourcing / Procurement | |
This is a Director position within Sourcing / Procurement, which is responsible for procurement (e.g., purchasing and supply chain activities), as well as vendor management (e.g., business requirements gathering, sourcing strategy, competitive and market assessments, negotiation, contracting, and relationships associated with outsourced services). | |
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses for those who show passion and grit in their work. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… | |
What you’ll do in the role: | |
| |
Qualifications
What you’ll bring to the role: | ||||||||||||||
| ||||||||||||||
Vice President_QA Automation Testing_Lead Quality Engineering
Lead Quality Engineering – Vice President – Wealth Management – WM Middle Office | |
Profile Description | |
Lead Quality Engineer for Middle Office service and data components for Wealth Management. Ensuring sound risk and quality control with use of innovation. Provide end to end testing solutions for services, data, batches and all related components with full confidence. Drive efficiencies using automation. Collaborate with tech and business partners and co-own the success of applications under purview. | |
Wealth Management Tech | |
Wealth Management Technology is responsible for the design, development, delivery, and support of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management Business. Practice areas include: Analytics, Intelligence, & Data Technology (AIDT), Client Platforms, Core Technology Services (CTS), Financial Advisor Platforms, Global Banking Technology (GBT), Investment Solutions Technology (IST), Institutional Wealth and Corporate Solutions Technology (IWCST), Technology Delivery Management (TDM), User Experience (UX), and the CAO team. | |
WM Middle Office & Market Data | |
Middle office is a core foundation for E*TRADE. It provides the platform with key capabilities to support customer digital journey from opening an account, funding the account, trade and order management, portfolio/balances and risk management on all digital channels. It also provides the capabilities for E*TRADE B2B stock plan business to manage participants lifecycle. | |
Technical Specialist | |
This is a Vice President position within our Technical Specialist function. | |
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses for those who show passion and grit in their work. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… | |
What you’ll do in the role: | |
– Lead QE team for Middle Office service and data components for Wealth Management – Own entire STLC for regular release and key projects – Ensure guardrails are laid out and processes are adhered for production stability – Measure KPIs and demonstrate continuous improvement in efficiency and productivity of team – Oversee junior team members and consultants – Collaborate closely with Tech and business stakeholders – Utilize Automation and Gen AI effectively demonstrating ROI – Manage risks proactively – Provide regular executive updates | |
Qualifications
What you’ll bring to the role: | |
– Hands on automation expertise in API and Data test automation – Java, Python, SQL – Preferably in LINUX, ICEDQ, Jmeter – Deep domain expertise in capital markets – Thorough testing concepts, test planning, test strategy building, building frameworks, STLC – Strong Leadership, leading by example and building high performing team – Transforming team by means of improving culture, strengthening processes, coverage, right use of automation and innovation – Excellent communication and collaboration skills – Sense of ownership, accountability and flexibility with focus on problem solving – Atleats 6+ years of relevant work experience to perform this role. |
Associate – Project Specialist – KYC (Wealth Management)
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Position Summary
Within the Wealth Management Client Segment division, the CSR BCU Centralized Team is a shared resource across Client Segments. The Team is looking for a dynamic individual contributor to support the Morgan Stanley at Work global Know Your Customer (KYC) program for corporate clients. The role is responsible for assisting the US-based KYC team with day-to-day activities related to the program.
Responsibilities Include
> Monitor ticketing system dashboards for outstanding KYC outreach requests to customers, email reminders to customers using pre-set templates, and update tickets accordingly
> Contact account owners when customers are not responding to KYC outreach after a designated time period and/or specified number of reminders are sent and request account owners follow up with customer for action or confirm KYC is no longer required (e.g., lost sales opportunity)
> Prepare regular status reports per specific instructions provided by the onshore KYC team
> Collect documentation required to validate entities per specific instructions provided by the onshore KYC team
> Monitor outstanding KYC overrides for case completion and flag for action to the onshore KYC team per specific instructions
> Assist with ad hoc data reconciliation or clean-up as requested
Knowledge, Skills, And Abilities
> Technically proficient and comfortable learning new programs/systems
> Possesses strong verbal and written communication skills
> Excels in building relationships with colleagues driving successful outcomes and contributing to process consistency and accuracy
> Strong attention to detail and ability to manage high-volume tasks
> Thrives in a fast-paced environment and takes ownership of their responsibilities to ensure partner success and satisfaction
Experience
> 2-3 years’ experience supporting corporate business processes/programs
> Experience with risk or compliance a plus
> Hands-on knowledge of Salesforce, JIRA, Workflow, and MS Excel preferred
Education
> Bachelor’s/MBA degree or equivalent work experience
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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