Morgan Stanley - Baltimore, MD

posted 2 months ago

Full-time - Entry Level
Baltimore, MD
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Capital Markets Core Processing Associate role within Wealth Management Operations at Morgan Stanley involves collaborating with various processing teams and interacting with Technology, Operations Risk, and Finance to manage exceptions, ensure accurate reporting, and control intraday processing. The associate will also contribute to departmental projects and change initiatives, supporting financial transactions and developing client relationships across the Firm.

Responsibilities

  • Execute processes/functions and support process management and project efforts, leveraging knowledge of systems, markets, and instruments.
  • Balance cash, currency, and security activity at domestic and international clearing utilities and agent banks.
  • Manage daily reconciliations touching various aspects of Brokerage Transaction Lifecycles.
  • Support various reporting processes including Daily 15c3-3, Weekly Risk Reviews, and Monthly FOCUS.
  • Recognize risk in day-to-day processes to identify key issues and contribute to process improvements.
  • Build relationships within the team and with internal stakeholders, sharing knowledge to enhance team output and efficiency.

Requirements

  • Firm understanding of Trade and Transfer Lifecycles including Trade Processing, Clearance, Settlement, ACATs, Asset Servicing, and Reconciliation.
  • Experience contributing towards or leading projects.
  • Experience with Automation tools such as Alteryx, PowerBI, UI Path, Tableau.
  • Ability to establish clear goals and priorities and address non-standard issues with minimal guidance.

Nice-to-haves

  • Experience in a financial services environment.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Benefits

  • Medical, Prescription Drug, Dental, Vision insurance.
  • Health Savings Account and Dependent Day Care Savings Account.
  • Life Insurance and Disability Insurance.
  • Paid Time Off including Sick Leave, Parental Leave, and 20 Vacation Days annually.
  • 10 Paid Holidays.
  • 401(k) plan with company match.
  • Short/Long Term Disability benefits.
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