Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm’s clients include corporations, governments, institutions, and individuals.
Operations Associate – Parametric
Primary Location
: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
Job
: Asset/Investment Management
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 2-3 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
As part of the Global Operations Team, the Operations Associate is responsible for ensuring the timely and accurate completion of responsibilities set out below. Creating a Follow the Sun model between locations will require close collaboration and clear hand-offs to ensure service and operations excellence. Work closely on a set list of standard and ad hoc tasks that need to be performed during non-US market hours, and then provide a status report at local end of day. This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified.
PRIMARY RESPONSIBILITIES
– Work with internal and external stakeholders and other key points of contact in a professional manner
– Research and resolve issues quickly and with a sense of urgency and accuracy.
– Communicate with internal and external contacts regularly to resolve issues, confirm information, provide status updates or information, among others
– Collect observations and turn into actionable insights and recommendations for improvement.
– Complete daily assigned operations transactions, which may include cash or position reconciliation, trade posting, processing market events, new account setup, account activity recording, review monthly NAV packets and billing calculations Do so in an accurate, timely, and comprehensive manner
– Perform verification checks on similar work done by others on the team, to ensure accuracy of information
– Ensure thorough and accurate record keeping/maintenance of client records and files.
– Maintain metrics and data
– Ad-hoc and project work as needs arise
JOB QUALIFICATIONS
SKILL SET
Required Experience: 3-6 years
PRIMARY SKILLS
– Bachelor’s Degree (4-year degree), preferably in related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered.
– Familiarity with MS Office and the ability to learn additional internal/ external software programs
– Relationship-building skills and ability to thrive in team environment
– Ability to work independently and self-manage high volumes of data with tight deadlines
– Strong attention to detail & highly process oriented
– Strong problem solving and analytical skills
– Ability to work independently under tight deadlines
– Excellent written and verbal communication skills
Good to Have Skills
– Prior proven experience working in financial services
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
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.
Associate Digital Marketing Web Operations
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, grounded in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career. It’s a place for people to learn, achieve and grow.
Job Description
The Wealth Management Marketing Operations team is looking for a talented web operation associate who has interests and experience to support personalized web experiences using content management solutions. You will be responsible for our public and authenticated web and mobile channels, specifically leveraging our Adobe stack — Adobe Experience Manager (AEM), Adobe Target and Adobe Analytics. Specifically, you will be part of a team making updates and enhancements to site, mobile and alert content to ensure accuracy.
Are you excited about digital marketing technology capabilities and partnering with marketing teams to bring the programs to life? Obsessed with optimizing marketing technology platforms to personalize the digital client experience? Do you roll up your sleeves and navigate the tool to try new things? If so, then you’re a great candidate to join the Wealth Management Marketing Web Operations team.
Responsibilities
> Execute our marketing web campaigns flawlessly to support campaign build, testing, and publishing of marketing communications in our content management system (AEM).
> Support rigorous QA processes and A/B testing strategies. Provide value added insights to drive marketing excellence and optimize platform capabilities to drive results.
> Support our product and marketing colleagues with web best practices to drive engagement.
> Rigorously track and monitor past and current campaign performance and user behavior to recommend strategies and campaigns that will drive conversion and engagement, while optimizing the client experience and ease of use.
> Continuously stay on top of the marketing technology industry and our platform capabilities to optimize and extend our marketing effectiveness in digital online channels.
Qualifications:
> 2+ years of content authoring experience for web properties using an enterprise CMS: Experience with AEM/Adobe Target/CQ5 is highly desired
> Understand basic principles of website structure and taxonomy
> Ability to create and execute website content plans
> Understand concepts of web templates and modular components in putting together a web page, microsite etc.
> Basic knowledge of UI/UX processes and working experience with creative and design teams
> Highly collaborative, self-motivated, results-oriented and a creative thinker.
> Resourceful problem-solver who is comfortable with new technologies and concepts.
> Strong communications skills both verbal and written — creative skills to guide the design.
> Superb organizational skills and attention to detail, process oriented.
> HTML, CSS, and JavaScript capabilities, a plus
> Good understanding of Financial Services products and the industry, a plus.
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.
Associate – NBA Operations WM Marketing
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.
Background: Next Best Action (NBA) is a client engagement tool that uses alternative intelligence and machine learning to provide Financial Advisors the ability to deliver high quality, customized content to clients at scale, enabling them to establish the optimal standard of engagement for each client based upon learnings from client and FA behaviors and preferences. The NBA team partners with internal business heads, content authors, marketing, Data & Analytics, Digital, and the Wealth Management Field organization to deliver content for effective FA adoption and client engagement.
Job Description
A talented email marketer and platform expert to execute communications in NBA, specifically leveraging the Salesforce Marketing Cloud (SFMC) platform and creating campaigns with dynamic data designs. You’re excited about digital marketing technology capabilities and partnering with business and marketing teams to bring the programs to life and to drive engagement. You like to roll up your sleeves and navigate tools to try new things. You’re passionate about target segments and how their behaviors and interests drive engagement across all phases of the customer lifecycle from awareness, to engagement, through to retention.
Responsibilities
> Build and execute communications in various marketing technology platforms (primarily SFMC) and provide training and support to colleagues to support campaign build, testing and performance.
> Design workflow and QA processes of testing and validation to improve efficiencies and minimize risk.
> Manage QA processes including A/B testing strategies, best practices and optimization of platform capabilities to drive results.
> Coordinate relationships with Data & Analytics, Platforms & Technology to ensure all key deliverable dates are achieved.
> Action initiatives in support of NBA publishing process and governance, e.g. audit, risk issues and enhancements.
> Assist in project management, process optimization, quality control, field support and education, development of FA tools and resources, cultivation and maintenance of Firm and external relationships.
Qualifications
> Proficiency with AMP Script, journey builder, email studio, sender profile, RMM (reply mail management), dynamic data and data extensions.
> 2-5 years of hands-on experience with marketing technologies, including ESP/Marketing Automation technology (SalesForce Marketing Cloud, Marketo, etc.). Comfortable working and tracking campaigns in Salesforce.
> Solid understanding of Financial Services products and the industry, including driving marketing efforts on behalf of Financial Advisors / Wealth Management businesses, a plus.
> Highly collaborative, self-motivated, results-oriented and a creative thinker.
> Resourceful problem-solver who is comfortable with new technologies and concepts.
> Ability to work well with colleagues across a diverse range of working groups.
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.
