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 – Run the Bank (Operations)
We’re seeking someone to join our team as an Associate to work as part of the wider business analysis project team with a focus on back & middle office business change, risk and regulatory initiatives.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.
This is an Associate position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.
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:
• Daily Spike/Dip monitoring & investigation of new & old exceptions in Position & transaction level reporting
• Performing manual changes to the trades to remediate new & old internal/external exceptions within the Controls & report the trades timely
• Performing root cause analysis for breaking population
• Raising JIRAs for issues identified & getting them prioritized for delivery with tech partners
• Working with CTB & dev teams for getting strategic fixes delivered, post the testing and evidence reviews
• Training new joiners/juniors in the team as and when required
What you’ll bring to the role:
• 3-5 years of experience in operations
• Experience in regulatory reporting will be preferred
• Strong organization and communication skills
• Strong analytic and problem solving/process improvement skills
• Ability to learn quickly and solve poorly defined problems
• Ability to develop strong relationships and personal credibility with stakeholders and understand their needs and requirements
• Ability to excel in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
• Product knowledge on OTC & ETD Derivatives
• CCP landscape would be an advantage
• Working knowledge of Excel is must
We are committed to maintaining the first class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect, and cross collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their worklife journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
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.
Associate
Associate Digital Marketing Web Operations – Mumbai
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.