The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge funds, private equity, private credit and private real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and it is one of the fastest growing segments of the firm. The Alternative Investments Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management products with the ultimate goal of improving the financial advisor/client experience and increasing operational efficiency. Examples of key initiatives include digitizing processes that were historically paper-based and manual. The candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle.
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Responsibilities:
- Collaborate with key stakeholders from business, technology, operations, legal & compliance to capture requirements.
- Support various workstreams by organizing tasks and ensuring timely follow-ups
- Identify and create user stories, use cases, workflows, and business processes that align with the stakeholders need and overall platform goals.
- Gather feedback to identify and prioritize gaps, enhancements, and new features
- Maintain a product backlog - identify, groom, and validate user stories
- Participate in backlog refinement and sprint planning sessions to communicate requirements and drive consensus with squad and program stakeholders
- Work closely with Technology as key partner, interfacing back with business and operations teams to ensure alignment and transparency
- Prepare presentations, user demos, and status updates
- Becoming an application/platform subject matter expert
- Develop and execute comprehensive communication and training plans
Qualifications:
- Bachelor's Degree
- Ideal candidate will have 10-13 years of relevant finance industry experience
- Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required
- Organized and attention to detail focused
- Problem solving skills with the ability to identify and escalate risks
- Ability to critically assess process for optimization and the organization skills to drive continuous improvement to underlying function set
- Ability to take direction and work independently, as well as in a team environment
- Firm understanding of the importance of accuracy in quality of work/downstream impacts
- Excellent written and verbal communication skills and ability to effectively interact with senior management
- Strong reasoning and problem-solving skills and ability to think and act like an owner
- Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with
- High level of organizational skills and attention to detai
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our 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.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).