Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
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.
- 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
- Gather feedback to identify and prioritize gaps, enhancements, and new features 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 detail
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 is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Coverage for Audit Jobs
• Monday to Friday from 12:00PM to 9:00PM India time with flexibility on standard working hours for time sensitive matters.
• Periodic evening calls with US and EMEA Internal Auditors and auditees.