Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.
Institutional Infrastructure Solutions (IIS), a business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution processes including Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Accounting, Reporting & Analytics and Billing.
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IIS is looking for an analytical, detail-oriented and intellectually curious professional to join the Institutional Reporting Team. The candidate plays a vital role maintaining accurate data in performance reporting systems, preparing client reports, and serving as a reporting subject matter expert. The Reporting Analyst is responsible for understanding firm policies, procedures and platforms that will allow them to interact with Consultants, Custodians, Funds, and clients.
Primary Responsibilities :
• Generate and peer review quarterly performance reports for clients
• Assist in the oversight of reporting platforms, ensuring key reporting and compliance deadlines are met
• Review investment activity, performance, and cash flows to ensure data quality
• Serve as a resource to consultants by addressing data aggregation and reporting inquiries
• Analyze investment metrics and evaluate their impact on investment performance
• Ensure accuracy of performance reports through self-audit
• Work closely with offshore Teams to ensure data aggregation is completed in an accurate and timely manner
• Update performance reporting platforms with investment activity sourced from record keeper statements
• Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy
• Understand and effectively utilize the group's systems, infrastructure, platforms and business processes
• Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and record keepers
Knowledge and Skills Required:
• Proficiency in Microsoft Office including Excel, Outlook
• Familiarity with wealth management, corpoate retirement plans, investment vehicles, and performance metrics
• Strong analytical and problem-solving skills, with close attention to detail for data validation and report accuracy, and a proactive approach to identifying and addressing inefficiencies.
• Must be detail-oriented, with an ability to multi-task and manage competing priorities
• Strong organizational and project management skills
• Ability to work independently and effectively on a team
• Technical background with strong analytical and quantitative skills
• Exemplary verbal and written communication skills
Qualifications
• 1-2 years portfolio accounting or investment reporting experience serving corporate retirement clients
• Familiar with performance measurement concepts
• Experience with Investment Metrics or other investment reporting platforms a plus
• Undergraduate degree in accounting, finance, economics, data, or related field
• FINRA Series 7 and 66 is a plus, though not required
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).