Data Quality_Assoicate_Product Support and Service IM

Morgan Stanley • Campus, IL

1d

About The Position

We’re seeking someone to join our team as Data Quality - Associate - Product Support & Services IM who will develop, maintain, and operationalize data quality controls across the transaction lifecycle. 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 a Associate level position within Product Support & Services IM, 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, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Requirements

• 3-7 years of experience in Investment Operations, Data Management, or Middle Office data and analytics at a global asset manager or financial services firm.
• A strong understanding of data quality principles, including accuracy, completeness, consistency, and timeliness.
• Proficient in data validation, data cleansing, and data governance.
• Experience in investment management across pooled vehicles, SMAs, and institutional mandates.
• Demonstrated understanding of investment and trade lifecycle, with focus on portfolio tax lot level recordkeeping inputs (reference data, marker trades, prices, corporate actions, accruals, amortization, etc.).
• Familiarity with a full range of financial products, including public and private instruments, and asset classes (e.g., equity, fixed, derivatives, loans).
• AI savvy, and experience with leading process improvements and transformation.
• Experience with data quality tools, dashboards, APIs to support real-time data validation and exception handling.
• Strong technology (pro dev and low code) experience, with a track record of developing data-driven platforms, dashboards, and automated controls
• Strong analysis and analytical skills to perform root cause analysis, data lineage, exception handling, and process optimization.
• Demonstrated ability to synthesis data for MI reporting on key performance indicators and other portfolio accounting data as inputs into middle office data health and identifying areas for operational optimization.
• Experience with Data Quality platforms (e.g. PanDQ, Informatica, PEGA Exception Management) & Business Intelligence Tools (e.g. Alteryx, PowerBI, etc.

Responsibilities

• Own data quality framework for a number of functions ensuring accurate and timely capture of portfolio level accounting data across key data sets.
• Develop, maintain, and operationalize data quality controls on portfolio transaction, holding, and valuation datasets.
• Maintain robust data validation and exception monitoring processes to ensure completeness, accuracy, and timeliness of portfolio accounting data.
• Support research and triage of data exceptions, enabling scalable issue identification, mitigation and/or resolution, and escalation.
• Ensure proactive, high-quality outcomes for clients and investment teams, and other data consumers of MSIM's books and records.
• Build and implement data-driven platforms, dashboards, and automated controls.
• Deliver and manage KPI dashboards, trend analysis, and exception reporting to senior stakeholders and data governance forums.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Support for 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed