Rules Management Operational Oversight

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 21 May 19

Rules Management Operational Oversight

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.


  • Day-to-day Themis operational management, incl. but not limited to:
    • Main point of contact for all users and queries
    • Scope management, incl. adding/removing Rule Issuers, Content Types - requires in-depth knowledge of system data configuration
    • User and data configuration
    • Production support; management of Budapest support team; point of contact for questions and user expectation management as necessary
  • Governance and Oversight
    • Manage governance and oversight activities, incl. meeting administration
    • Stakeholder management, incl. proactively engaging users and maintaining close connectivity to team practices and processes to fully understand business context and usage of Themis
    • Maintain relevant documentation, incl. Rules Management Policy and Themis Minimum Standards
    • Create and maintain Training materials and additional documentation as required
  • Reporting and Metrics
    • Design reports , metrics and review process; manage report review process
    • Drive usage across stakeholders
    • Review reporting content for accuracy
    • Managing communications and messaging
  • Operational Activities and Administration
    • PMO activities as necessary
    • Maintenance of SharePoint Sites
    • Creation of presentation materials
  • Product Engagement
    • Participate in requirements definition and design
    • Manage user requests for enhancements
    • Participate in enhancement prioritization
    • Participating in data analysis
  • TRRI Portal (late 2019+)
    • Point person for TRRI user queries
    • Drive approach for managing user licenses and provide day-to-day management for TRRI licenses (requirements TBD)

Additional Medium/Longer term responsibilities (Exact timing TBD)
  • Take on additional Themis product management responsibilities to ultimately position self for Themis Product Owner role
  • Product management responsibilities for PolicyPortal
  • Potential - involvement in Quark + possibility to take on product owner role
  • Participate in / drive strategic projects as prioritized *LI-SH