About the Team
Capital Markets, Core Processing and Risk (CMCPR) provides Operational support to the Capital Markets business within Morgan Stanley Wealth Management. As part of their support model, CMCPR has an embedded Change Control team within each silo that is responsible for the management of both Change the Bank and Run the Bank change programs. The team collaborates with stakeholders in Operations, IT and the Business to analyze, define and deliver the Technology and Operational processes. Members of the team are expected to take leadership roles in the various programs as well as to take personal accountability for delivering first class solutions and products.
The Transfers team for CMCPR has a high level of interaction with Business Specialists (Financial Advisors), Branch Management, Compliance and Risk Teams. The team is also the liaison between the field and the business unit / trading desk. On a day-to-day basis, the team member manages conflicting events that occur throughout the day.
Role
An associate is responsible for managing the day-to-day support of the trade lifecycle including the transfer process across various asset classes and trade matching platforms. The candidate would also be performing suspense account reconciliation and balancing. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties.
Requirements
•Bachelor's Degree
•A minimum of 2 years of financial services industry experience
•General knowledge of financial markets and investment products
•Great written and verbal communication skills
•Self-motivated with a high degree of attention to detail
•Ability to adapt in fast paced environment with focus on innovation and flexibility
•Efficient time management skills and ability to prioritize competing urgent tasks
•Team player with the ability to work effectively in a team or independently
•Ability to quickly learn and apply knowledge
•Strong reasoning and problem-solving skills
•Ability to think and act like an owner
•Proficiency in Microsoft Excel, PowerBI, Alteryx a plus
To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
Compensation
Salary range for the position: $51,000.00 - $82,500.00/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for employees.
