This 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 Strategic Reporting AVP/Director will serve as a subject matter expert in our suite of Alternative Investment products and the systems that support them. The candidate will be a critical partner to Alternative Investments Client Solutions Functional teams, Fund Administrators, Operations and Product Development to maximize efficiencies and mitigate risks.
Job Duties and Responsibilities:
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- Create, enhance, test, maintain, and distribute key reports/presentations to WM Alternative Investments Senior leadership and transaction processing teams. The reporting scope will range from high level Senior Management Quarterly status updates to targeted assessments of specific processes and controls
- Leverage applications such as Dataiku, Tableau, Power BI, MS Access and MS Excel to simplify data collection, calculation, and presentation
- Identify gaps between the current state and ideal state and take appropriate actions to improve the operating environment
- On an ad-hoc basis, research and analyze complex business /operational challenges by collecting relevant and timely information
- Escalate issues and events that require attention, or action to business partners, senior business managers, senior risk managers, legal, and others 3rd parties as appropriate
- Assist in the planning and execution of a variety of programs and initiatives including risk mitigation, efficiency, and improving the customer experience
- Partner with the Fund Engagement and Escalations Team by assisting with Fund Administrator Score cards
- Drive accountability and limit risk exposure for assigned initiatives by establishing controls and monitoring progress. Review strategic approaches and effectiveness of support functions and business performance
Qualifications
- 3+ years in a similar role with a focus on data analysis and reporting
- 1+ years of advanced working experience with applications like Dataiku, Tableau, Power BI, MS Access and MS Excel or equivalent data aggregation, analysis, presentation applications with a demonstrated ability to work with large and unstructured data
- Demonstrated ability to work as part of a team, to take initiative, actively participate in projects/discussions, manage multiple priorities and execute in a fast paced, high demand environment
- Highly motivated, well-organized, and able to execute responsibilities with minimal supervision; ability to prioritize multiple tasks; and bring tasks to completion within established timeframes
- Ability to partner with subject matter experts and team members to guide the development of deliverables
- Problem solving skills: The candidate must have the ability to identify complex risks early and develop actionable mitigation plans
- Analytical skills: The candidate must be highly analytical with experience in using objective data to drive strategic recommendations
- Communications skills: The candidate must be able to concisely explain complex issues to audiences of varying seniority. The candidate must also possess strong written and oral executive-level communications skills
- Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.