Client Reporting- Operations Associate
About The Position
We’re seeking someone to join our team as an Operations Associate in WM Operations to provide support and production of performance reports for Financial Advisors and their clients. The Operations Associate will work closely with Financial Advisors (FAs) and other Client Reporting Operations associates on solving performance measurement discrepancies, maintaining ongoing quality reviews for all performance reporting, and effectively managing expectations. The candidate will report to the Client Reporting Team Lead. 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. This is an Associate level position within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes. 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. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…
Requirements
- Experience in performance measurement or portfolio accounting preferred
- Excellent reconciliation and research skills
- Possess strong written and oral communication skills
- High level of proficiency in Outlook, Excel, PowerPoint, Access
- Analytical/critical thinking ability
- Detail oriented
- At least 2 years’ relevant experience would generally be expected to find the skills required for this role
Responsibilities
- 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
- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
- Research, reconcile and update monthly activity for in-house custody data as well as external custodian statements
- Set up and maintain appropriate comparisons with market indexes and customized benchmarks
- Respond to technical questions concerning client accounts and manager performance statistics
- Manage the reporting expectations of high profile Financial Analysts
- Prepare monthly, quarterly, and ad-hoc performance reports
- Ensure index, product attributes, and performance numbers are valid
- Participate in team projects and initiatives to maximize use of strategic reporting solutions in performance operations.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
