Associate - PMO

3 - 7 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Program Management Associate for Wealth Management Platforms at Morgan Stanley, you will play a crucial role in supporting the PMO team across all platform areas. Your responsibilities will include: - Assisting with reporting and presentation tasks such as creating templates, drafting slides, populating templates, and consolidating existing materials. - Providing meeting support by setting up meetings, taking meeting notes, and preparing draft agendas. - Offering general PMO support by maintaining key trackers, driving items to completion, and highlighting areas needing attention. - Performing data reconciliation, particularly for the budget process. - Acting as a liaison and providing additional support for offshore Platform functions. - Creating release notes and summaries suitable for various organizational levels. Qualifications required for this role include: - Bachelor's degree in finance, economics, or a related field, or equivalent combination of training and experience. - Minimum 3-6 years of experience in Wealth Management operations or related roles in the financial services industry. - Experience in partnering/working with stakeholders across different areas. Skills that are essential for this position are: - Ability to work independently and with a team, demonstrating accountability and relationship-building skills. - Capacity to think laterally, understand the big picture, identify risks and trends, and offer remediations while working with technology and business stakeholders. - Excellent active listening, research/investigative, communication (verbal and written), and presentation skills tailored for various audiences. - Strong attention to detail. - Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint). At Morgan Stanley, you can expect a commitment to maintaining first-class service and excellence, guided by values that prioritize clients, doing the right thing, leading with exceptional ideas, diversity and inclusion, and giving back. The company fosters a supportive and empowering environment where employees are encouraged to collaborate, think creatively, and grow. Morgan Stanley values diversity in its workforce and is dedicated to creating an inclusive culture that supports individuals from various backgrounds, talents, and experiences.,

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Morgan Stanley logo
Morgan Stanley

Financial Services

New York NY

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