Operations Analyst - Wealth Management Operations

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 20 Oct 18

Operations Analyst - 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.

Background on the Position
The candidate will support Client Service Risk & Control (CSRC) Business Management in the following areas:
1- Resource management which includes the creation, maintenance, and approval of hiring requisitions, maintaining the headcount management tool and critical hire tracker, temp to perm ratio reporting
2- Financial management inclusive of preparing monthly accruals and update of monthly scorecard metrics
3- Support coordination of central functions (e.g. vendor TFRs, invoice processing & review, furlough monitoring, collection of industry affiliations, T&E and overtime reporting)


Skills required (essential)
-At least 2 years of relevant work experience
-Proficiency with Microsoft Excel, Word and PowerPoint is a must
-Detail oriented
-Strong organizational skills and ability to multitask
-Strong oral and written communication skills, including the ability to interact with business management and support teams across multiple locations
-Strong analytical and problem solving skills
-Experience in headcount management a plus