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Technology Financial Coordinator (Hybrid)

Morgan StanleyMontreal, QC
Hybrid

About The Position

We’re seeking someone to join our team as a Technology Financial Coordinator to coordinate, provide status and execute transactions for all phases of the funding and approval process for capital requests in Investment Management Technology and Operations. The Capital Expense Management Team in partnership with the vertical Business Managers is responsible for the end-to-end lifecycle management of Funding Request and Wallets. We are looking for a specialist for our COO Organization in all matters of business management relevant to technology-related financials, portfolio management and project/administrative management. 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 Technology Administration Office II position at Associate level, which is part of the job family responsible for managing administrative tasks related to technology infrastructure and services, ensuring smooth operations and support for the organization's technological needs. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

Requirements

  • 3+ Years working experience in a similar position in financial services
  • Excellent working knowledge of MS Office, Excel and PowerPoint
  • Strong analytical skills
  • Strong communication / interpersonal skills to be able to interact at all levels & be effective as part of a broader team of business managers
  • Accuracy and attention to details
  • Be available to answer questions and queries from local and remote team members and users in a timely fashion
  • Organizational skills - work with a vast array of information from solicitation to analysis and to cope with rapidly changing information
  • Ability to manage multiple tasks as well as multiple clients, occasionally under pressure
  • Be a team player and have the ability to work individually
  • Escalate issues and risks to the supervisor in a timely fashion
  • Be able to effectively and actively ensure upward, downward peer communication of information and issues and risks
  • Understand and adhere to the organization’s values
  • Knowledge of French and English is required.

Nice To Haves

  • Experience in working in financial services / project management / technology is a plus
  • Project management or Reporting background is a plus
  • Experience with AI and/or automating manual processes is a plus

Responsibilities

  • Support Financial management, control and analysis of respective business managers
  • Provide Financial analysis and spend management for Funding Requests (FR)
  • Initiate Financial management oversight and co-ordination of capital provisioning
  • Gather documentation, analysis, budget confirmation in collaboration with Project Managers, Sourcing Managers, Business Managers and IT Finance to handle FR execution and approval for Consulting, Software and Telecommunication services
  • Reconcile project related financials across the project portfolio including derivation of rates, monitoring actuals vs budget and determining project related corrective action where necessary
  • Execute monthly accrual analysis on regular and aging items, provide invoice approvals where necessary
  • Provide support to department managers for communication of technology agenda
  • Carry out tasks related to the job in accordance with the instructions of the supervisor
  • Improve current processes around Financial analysis and tracking tasks

Benefits

  • To work with some of the best professionals in the business - for a firm that values individual intellect as much as teamwork
  • State-of-the-art offices in the City Centre that are designed to maximize collaboration
  • Flexible working arrangements (core hours and opportunity to work from home)
  • Enriching challenges that provide opportunity for constant learning and advancement
  • An environment which is leveraging technology to its highest potential

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