Performance Reporting Associate

Morgan Stanley•New York, NY

10d•$65,000 - $103,000

About The Position

We are seeking someone to join our team as an Associate in Performance Reporting. The Service Professional will be responsible for supporting the Client Servicing departments of Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for the largest field of Financial Advisors in the industry. 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 position at the P2 job level 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 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 - Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution - The Service Professional will analyze, research, and reconcile issues across multiple platforms as well as helping to create combined summaries, selecting indices, and providing system navigation. -The individual will explain and present the dynamic investment tools and reports needed by the Financial Advisors.

Requirements

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
Culture carrier across Operations, embracing the Firm's core values
Act as the Professional who can review and/or rectify Performance on SCR/Client Reporting if needed.
Willing to participate join projects with Business and/or IT Department for the system/function/services enhancements.
Knowledge of portfolio performance or risk measurement statistics and tools.
Highly motivated professional with problem solving ability, and personal accountability.
Excellent and efficient communication (written and oral), and listening skills.
Solid understanding of investment vehicles.
Ability to learn quickly and apply knowledge to various situations.
Ability to multi-task, prioritize and excel in a fast-paced, deadline driven environment
Strong organizational skills, attention to detail, and excellent follow-up skills
Self-motivated with the ability to work autonomously and succeed in a team environment to better serve our clients and our communities in more than 40 countries around the world.

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
Analyze, research, and reconcile issues across multiple platforms as well as helping to create combined summaries, selecting indices, and providing system navigation
Explain and present the dynamic investment tools and reports needed by the Financial Advisors
Review and/or rectify Performance on SCR/Client Reporting if needed
Participate join projects with Business and/or IT Department for the system/function/services enhancements

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume