Client Onboarding Engineer
About The Position
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Software Engineering III position at the Associate level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. 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. Technology works as a strategic partner with Morgan Stanley business units and the world's leading technology companies to redefine how we do business in ever more global, complex, and dynamic financial markets. Morgan Stanley's sizeable investment in technology results in quantitative trading systems, cutting-edge modelling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools. Our insights, our applications and infrastructure give a competitive edge to clients' businesses and to our own. The Institutional Securities Technology division (IST) develops and oversees the technology strategy and bespoke technology solutions to drive and enable the institutional business and enterprise-wide functions. With a global footprint of around 4,000 resources, sourcing and managing our talent pool whilst responding to the business demand is a complex and dynamic challenge. Morgan Stanley has led the industry and set the standard for excellence in prime brokerage. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs. Our Electronic Trading (MSET) offers global electronic access across cash equities, options and futures. Our electronic trading tools include a broad suite of algorithms, smart order routing and direct market access. The client on-boarding and integration team engages with clients, vendors, sales, operations and technology to on-board and support Institutional Securities/Prime Brokerage clients globally. We are seeking a quality driven creative Client Integration/Onboarding specialist focused around onboarding clients on our Prime Brokerage platform. The role and responsibility includes: Acting as a point person engaging with clients and vendors for onboarding and connectivity discussion, advise on formats, direct interaction with clients to educate on and demonstrate platform functionality, connection capabilities and expected formats/messages. Build and maintain positive relationships with clients and vendors. Working with multiple internal groups and driving tasks through to completion. Keep up to date with latest market reforms and our latest product releases and how our various offers can resolve client needs. Have a strong understanding of all the asset classes and life cycle events. Creates client setups in UAT environment to facilitate testing with clients. Engages with business counterparts, operations and development teams as needs arise. Track and follow-up to ensure timelines are met and keeping all parties updated on progress. Develop solutions that contribute to seamless client integration experience.
Requirements
- Excellent interpersonal skills, positive attitude, team player Strong sense of ownership , attention to detail and accountability of work.
- Experience with Linux, FIX protocol, SQL, XML, CSV, Shell Scripting, Perl, PGP , FTP/SFTP D Part 2: Scope of Role What you'll bring pre-set content based on tier framework + role-specific bullets}
- Ability to process information, translate into plans and present summaries to stakeholders.
- Experienced understanding of business line and discipline.
- At least 4 years' relevant experience would generally be expected to find the skills required for this role.
Responsibilities
- Lead the end-to-end onboarding clients onto Morgan Stanley's technology platform.
- Work closely with clients, internal technology teams and operate to gather requirements , define integration specifications, troubleshoot issues.
- Create and maintain documentation for onboarding process, specifications, and best-practice procedures for our electronic clients.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
