Analyst - Client Service Operations (Investment Management)

Division: Investment Management

Job Title: Client Service Operations Analyst

Location: Bengaluru

Job Level: Analyst

Company Profile

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.

Department Profile

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.6 trillion in assets under management or supervision as of September 30, 2024. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Background on the Team

The Client Service Operations (CSO) team, as an integral part of MSIM’s International Equity team, is a dynamic tight-knit group based in London and New York. As member of the CSO team, , primary responsibilities include high-level operational support preparing reports and presentation books. In addition, this role will provide support to the team by submitting expenses, maintaining calendar entries and updating slides. The position requires the ability to interact with employees (at all levels, globally) in a fast-paced deadline-driven environment, while remaining flexible, proactive, resourceful and efficient, with a high level of professionalism.

Responsibilities

• Work alongside CSO team members with presentation book and client reporting production by gathering, reviewing and applying portfolio level information from internal and external systems (ie FactSet, PerfDash, Seismic (content management)) to produce books and reports.
• Uploading monthly commentary text to Seismic, to assist CSO team with generating client reporting.
• Submit and reconcile expense reports for NY based Portfolio Specialists, ensuring that all policies are followed, and items are processed within the provided guidelines and timelines.
• Maintain accuracy for the team’s complex and detailed client meeting calendar for NY based Portfolio Specialists.
• Ensure timely and accurate updates to the team's presentation slides and presentation templates and commentary templates in the team’s content management system (Seismic).
• Maintain NY teams contact list, ensuring all referential information is accurate and updated in a timely manner.
• Over time, as interest and skill develop/strengthen, respond to ad hoc queries and help with RFPs.
  
  

Skills Desired

• Bachelor’s degree
• Capacity to take initiative in an evolving work environment while maintaining flexibility and a collaborative attitude while getting things done.
• Proficiency with Microsoft Office is a must.
• Excellent data entry skills with attention to detail.
• Excellent organizational skills with the ability to manage multiple tasks, prioritize and tasks efficiently.
• Ability to handle sensitive information with confidentiality.
• Experience working in a deadline driven production-oriented environment.
• Ability to communicate in a crisp, structured manner in both written and verbal communications.
• Ability to operate independently and collaborate effectively with colleagues, in a dynamic, fast paced, global environment.
• Project Management skills would be a plus.
  
  

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.

Posting Date

Oct 28, 2024

Primary Location

Non-Japan Asia-India-Maharashtra-Mumbai

Job

Asset/Investment Management

Employment Type

Full Time

Job Level

Analyst