
Assoc, Professional, P2, Product Support
4 days ago
We're seeking someone to join our team as an Associate within the Private Wealth Management (PWM) Asia Operations team based in Bangalore which supports the PWM business unit located in Hong Kong, Singapore, and Australia. PWM is a Morgan Stanley private banking business centered on providing investment/banking solutions to its Ultra High Net Worth client base.
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 Associate position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What You'll Do In The Role
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
- Monitoring trading systems and booking trades on a Trade Date
- Perform daily reconciliation and clearance of positions/balances breaks, timely escalate to supervisor on any outstanding breaks by day end
- Daily interaction with the Sales & Trading Desks and PWM business unit answering via phone any ad-hoc requests/trade related questions
- Should have experience in business conversations with Front Office (trading/Sales)
What You'll Bring To The Role
- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
- Experience in the financial services sector such as a middle office / trade support role
- Relevant experience in cash equity, fixed income, mutual funds, hedge funds, structured notes/derivatives products will be an added advantage.
- Excellent verbal and written communication abilities. The role will require daily phone calls with traders and PWM business unit
- Knowledge of productivity tools like Alteryx, UI path, PowerBI, etc. will be an added advantage
- At least 2 years' relevant experience would generally be expected to find the skills required for this role
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
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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.
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