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Performance Reporting Associate - Wealth Management Operations
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | new york, New York |
About this job
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.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Wealth Management Operations
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
The Morgan Stanley Wealth Management (MSWM) Operations Performance Reporting Group (PRG), (PWM) Performance Reporting is seeking an Operations Specialist to support the Morgan Stanley Financial Advisors in all aspects of performance reporting. It requires use of different performance applications and mainframe systems; specifically POD/GIM2. The PWM Performance team handles performance reporting for approximately 80,000 accounts and 1000 specific WMS reports. Each member of the team is assigned to service and field inquires for high profile FAs and branches. The ideal candidate should be familiar with the different performance calculation methodologies, specifically Time Weighted and Dollar Weighted (IRR) calculations. He/she will work closely with the other PWM Performance team members to maintain ongoing quality reviews for all of the performance reporting for the WMS and non-WMS reports and effectively managing expectations. The candidate will report to the PWM Performance Supervisor. The role is located in New York.
Key responsibilities include:
- Manage the reporting expectations of high profile FAs for custom reporting
- Prepare monthly, quarterly and adhoc performance reports
- Interface with group manager in review and production of team metrics for Cap Plan, and technology
improvement initiatives
- Ensure index, product attributes, and performance numbers are valid
- Participate in group projects and improvement initiativesQualifications & skills required:
- 3-5 years of financial experience
- The candidate must also possess strong written and oral communications skill
- Analytical/critical thinking ability
- Excellent reconciliation and research skills
- High level of proficiency in Excel
- Experience in performance measurement or portfolio accounting field a plus
- College: 4 years, BS degree
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.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Wealth Management Operations
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
The Morgan Stanley Wealth Management (MSWM) Operations Performance Reporting Group (PRG), (PWM) Performance Reporting is seeking an Operations Specialist to support the Morgan Stanley Financial Advisors in all aspects of performance reporting. It requires use of different performance applications and mainframe systems; specifically POD/GIM2. The PWM Performance team handles performance reporting for approximately 80,000 accounts and 1000 specific WMS reports. Each member of the team is assigned to service and field inquires for high profile FAs and branches. The ideal candidate should be familiar with the different performance calculation methodologies, specifically Time Weighted and Dollar Weighted (IRR) calculations. He/she will work closely with the other PWM Performance team members to maintain ongoing quality reviews for all of the performance reporting for the WMS and non-WMS reports and effectively managing expectations. The candidate will report to the PWM Performance Supervisor. The role is located in New York.
Key responsibilities include:
- Manage the reporting expectations of high profile FAs for custom reporting
- Prepare monthly, quarterly and adhoc performance reports
- Interface with group manager in review and production of team metrics for Cap Plan, and technology
improvement initiatives
- Ensure index, product attributes, and performance numbers are valid
- Participate in group projects and improvement initiativesQualifications & skills required:
- 3-5 years of financial experience
- The candidate must also possess strong written and oral communications skill
- Analytical/critical thinking ability
- Excellent reconciliation and research skills
- High level of proficiency in Excel
- Experience in performance measurement or portfolio accounting field a plus
- College: 4 years, BS degree
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