External Assets - Performance Reporting Associate - Wealth Management Operations

We're seeking someone to join our team as an Operations Associate in WM Operations to provide support and production of performance reports for Financial Advisors and their clients. The Operations Associate will work closely with Financial Advisors (FAs) and other Client Reporting Operations associates on solving performance measurement discrepancies, maintaining ongoing quality reviews for all performance reporting, and effectively managing expectations. The candidate will report to the Client Reporting Team Lead.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on...

What you'll do in the role:

-Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team

-Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements

-Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output

-Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution

-Research, reconcile and update monthly activity for in-house custody data as well as external custodian statements
-Set up and maintain appropriate comparisons with market indexes and customized benchmarks
-Respond to technical questions concerning client accounts and manager performance statistics
-Manage the reporting expectations of high profile Financial Analysts
-Prepare monthly, quarterly, and ad-hoc performance reports
-Ensure index, product attributes, and performance numbers are valid
-Participate in team projects and initiatives to maximize use of strategic reporting solutions in performance operations.

What you'll bring to the role:

-Experience in performance measurement or portfolio accounting preferred
-Excellent reconciliation and research skills
-Possess strong written and oral communication skills
-High level of proficiency in Outlook, Excel, PowerPoint, Access
-Analytical/critical thinking ability
-Detail oriented
• At least 2 years' relevant experience would generally be expected to find the skills required for this role

What you can expect from Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect, and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity.

We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between $51,000 and $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.