Capital Markets & Core Processing Operations - Business Analyst AVP - Wealth Management Operations

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 17 Dec 18

Capital Markets & Core Processing Operations - Business Analyst AVP - Wealth Management Operations

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
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.

The Investment Management Operations group supports the equity, fixed income, liquidity and alternative businesses for Morgan Stanley Investment Management (MSIM), providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data and performance and attribution analysis. MSIM Operations also provides mutual fund support, derivative processing, and counterparty and credit event management.

Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes more than 15,000 Financial Advisors (FAs) with total client assets of over $2 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Capital Markets & Core Processing (CMCP) Operations supports our Wealth Management Capital Markets trading business. CMCP is seeking a high quality Associate to be a part of our business management team that supports the Capital Markets Organization.

Position Description
Morgan Stanley CMCP Business Management offers a unique opportunity to work with WM Operations management and the Global Ops COO department. The position reports to the CMCP Business Manager offering a broad interaction with the operational support teams, risk and control functions and the business units that comprise Wealth Management Capital Markets. The COO team is responsible for working with the businesses leads to articulate business strategy, prepare strategic plans, support resource management, manage budgeting and forecasting processes, and partner with the Head of CMCP on engaging the CMCP organization through various training and development initiatives.

The candidate will work closely with the CMCP Business Manager and COO and participate in the full scope of the groups responsibilities. This candidate will be responsible for:
1) Resource management inclusive of monthly forecasting and P&L explain
2) Support reoccurring and ad hoc reporting
3) Assist in the development of unit cost
4) Provide back up and support of technology investment programs
5) Assist in development and implementation of training and development initiatives


- At least 3 years of relevant work experience.
- Organized and strong project management skills.
- Strong oral and written communication skills, including the ability to interact with business management and support teams across multiple locations.
- Experience managing multiple projects concurrently.
- Strong analytical and problem solving skills.
- Detail orientated.
- Strong sense of urgency and ability to work under pressure.
- Proficient with Microsoft Excel, Word and PowerPoint is a must.