Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
Description Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities Group (ISG), Global Wealth Management via Wealth Management (WM), and Asset Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. The US Banks [Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, N.A. (MSBNA)] provide cash management and lending products and services to serve the needs of WM & ISG clients. This role is an Associate position is within the US Banks First Line Operational Risk team. This team is one of the teams that comprise the Business Risk Management organization. The Associate will also work closely with Operational Risk Managers in executing the issues management and risk and controls functions for the US Banks First Line of Defense. Responsibilities > Assist in the execution of the US Banks First Line Risk & Control Self-Assessment (RCSA) leading framework responsibilities across Business Units and stakeholders. Review US Banks RCSA assessment units (AUs) inclusive of risks, ratings, and rationales. Aid in the completion of First Line identified remediation activities. Provide support and guidance to AUCs for CILA, CAM, or other RCSA-related systems Perform data analysis in support of periodic committee reporting. Draft reporting of RCSA Results to Senior Management Committees Conduct data reviews across Operational Risk Frameworks to support execution of RCSA-related controls as well as identify synergies between Frameworks. Draft desk procedures for current RCSA execution controls > Support in the implementation of the US Banks First Line Quality Assurance / Quality Check Process. Collaborate with risk and control stakeholders by providing SME support in improving RCSA data. Assist in creating a QA / QC checklist utilized by the First Line Team in executing the process. Maintenance of First Line policies and procedures related to the implemented Process including reviewing and updating as required. > Support enhancement plans for the RCSA program and developing new strategies to evolve the program as an effective risk management tool. > NFRA Integration Assist in deliverables for US Banks RCSA AUs for the firm-wide Non-Financial Risk Assessment (NFRA) program integration. Provide guidance on risk and control triggers and oversight of completion of triggers. Support offline review process that will run in parallel to the integration work > Assist with monitoring of Internal Audits, Regulatory exams, compliance testing, and Self-Identified Issues and Actions as they relate to the US Banks Risk and Controls team. Required Skills/Experiences > Bachelor's degree; preferably in Finance, Accounting, Economics, or related field. > 3+ years of relevant experience in operational risk management, data analytics, audit, or business and management consulting. > Experience in risk analysis within the financial services industry, and understanding of banking regulatory requirements, is a plus. > Familiarity with operational and business risk management is highly preferred. > Strong attention to detail, strong analytical, quantitative, and investigative problem-solving abilities. > Excellent verbal and written communication skills, including PowerPoint/presentation skills and the ability to influence and interact with senior members of the Bank. > Ability to analyze a function, process, or transaction, and identify the key risks and controls within it. > Strong interpersonal skills: Ability to freely develop networks, build consensus, prioritize effectively, and develop alliances across organizations. > Risk management experience, including control design, risk and control self-assessments, and process identification. > Ability to work in a fast-paced, high-demand environment, both independently and as part of a team, under tight deadlines and with the ability to manage multiple priorities concurrently, efficiently, and effectively. > Strong project management and technical reporting skills (e.g., dashboard creation) > Proficient with Microsoft Office products and reporting tools (e.g., advanced Excel, Tableau, PowerBI, etc.) 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. We 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. We're committed to bringing passion and customer focus to the business. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
Not specified
Not specified
Morgan Stanley Fund Services (“MSFS”) Job Description Job Title: Financial Reporting – Associate/Senior Associate Reporting to: Financial reporting manager, Mumbai Location: Mumbai, India. Morgan Stanley Fund Services (“MSFS”) is a leading provider of third party hedge fund services with offices in New York, London, Dublin, Hong Kong, Glasgow and Mumbai and has approx. 600 employees in India. MSFS is a wholly owned subsidiary of Morgan Stanley. The parent company, Morgan Stanley, has obtained Financial Holding Company status in the United States. Subsidiaries of Morgan Stanley are subject to the supervision and regulations of the Federal Reserve Bank. MSFS is an independent legal and business venture within Morgan Stanley. It provides services on a stand-alone basis, independently from other Morgan Stanley affiliates. The Services Offered By MSFS Include Accounting support including financial reportingInvestor ServicesTax ServicesMiddle Office supportAnalyticsCorporate Secretary ServicesStratumSM, investor transparency reporting. Job Purpose The Financial Reporting team is responsible for the delivery of financial statements to our hedge fund clients. The global team is based in Mumbai and Glasgow. The Associate will report to the Financial Reporting Manager, and will assist in the preparation of financial statements of hedge funds under US GAAP, UK GAAP and IFRS. The Associate will be a member of an existing team and will work with the team in providing timely deliverables, for the interim and year-end audits. The position requires strong knowledge in preparing financial statement of investment companies per US GAAP/IFRS, accounting skills and good knowledge of securities and derivative products. Principal Responsibility Work efficiently with financial reporting team to support them in timely delivery of financial statements to the Hedge Fund clients of MSFS, which will comply with US GAAP/ IFRS, for both annual audits, and interim reports. Preparing financials from supporting documents.Preparing Condensed Schedule of Investments (CSoI)Preparing Statement of Cash FlowsAssisting auditors and ensuring the smooth audit of the financial statements by providing valid backup data for every figure presented in the financial statementsAnalytical and Interpretational skills Team Responsibilities Include Good communication skills.Ensure the financial statements are provided within the deadlines .Follow internal control policies and procedures. Personal Attributes The successful candidate is likely to possess the following attributes:- Attributes Education/ Qualifications Bachelor’s Degree in Accounting. Fully completed Accounting qualification/certification e.g. CA, ACCA, CIMA or equivalent. Experience 2 years PQE in auditing or financial reporting is preferable. Experience in Public accounting or Hedge Fund Administration is a distinct advantage. Skill And Abilities Ability to draw financials of investment companies per US GAAP/IFRS Ability to multi-task; Accuracy and efficiency in tasks performed; Client focused, with the ability to work under pressure and meet deadlines; Ability to communicate effectively across cultures; Ability to identify issues and escalate in time; Flexible approach to duties and hours of work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Mumbai, Maharashtra, India
Not disclosed
Not specified
Not specified
About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com . About Parametric Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients’ core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. About Team The Quality Assurance team at Parametric: We work among agile development/delivery teams to test and deliver custom software used by Parametric business users and customersWe are integral to ensuring software and system quality through understanding business requirements, test planning, test automation, test execution and acceptance testing About The Role We are looking for individuals that have a strong curiosity and passion for learning new things, while focused on meeting or exceeding client expectations. The Senior Software Engineer in Test will be responsible for developing and supporting the firm's primary public web site as well as the firm's intranet portal. The Senior Software Engineer in Test will also be responsible for managing the QA function and driving test automation initiatives for multiple projects / programs within the department. Primary Responsibilities Lead junior QA teams within the department to deliver successful projects and releases, following and establishing best practice QA processes and tooling.Collaborate and be an integral part of the development team to influence Quality control through our projects and sprints. Oversee our SDLC for engagement between Product Owners, developers, and testers.Enhance our Test Automation frameworks, tooling, and best practices to drive QA processes that are agile and fully integrated as part of the overall development cycle.Enforce a robust governance process for the QA teams, business sponsors, developers and production management teams to follow to ensure high quality code is delivered in a timely manner.Manage our test environments (QA and UAT) on behalf of your testing needs.Identify and prioritize testing areas, ensuring thorough coverage and minimal risk.Execute manual and automated tests, including functional , performance , regression , and security testing .Collaborate with development teams to resolve issues and ensure timely fixes.Participate in Agile and Scrum ceremonies, contributing to sprint planning and retrospectives.Mentor and guide junior test engineers, providing technical expertise and best practices.Stay up-to-date with the latest testing methodologies, tools, and technologies.Participate in code reviews and provide constructive feedback to developers. Skill Set Required Experience: 7+ years Skill set: Test Planning / Manual Testing / Exploratory Testing / Test Automation Primary Skills Bachelor’s degree in Computer Science, Information Systems or related fieldAt least 7+ years' relevant experienceHands on experience with test automation framework design and development, preferably BDD based automation frameworks. Hands on experience using Selenium for UI automation development.Experience with Performance Testing tooling/practices.Exposure to DevOps practices such as pipelines and Continuous Integration / Continuous Delivery.Reliability. We value you as a contributor individually and as a member of a team across multiple locations.Show ability to adapt, troubleshoot, solve problems, exercise judgement, and be open and willing to grow.Experience with API testing and RESTful services .Experience with CI/CD (Continuous Integration/Continuous Deployment) pipelines. Good to Have Skills Experience with Financial services industry Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Mumbai, Maharashtra, India
Not disclosed
Not specified
Full Time
Morgan Stanley JAVA/Springboot Lead - Vice President - Software Engineering Profile Description We’re seeking someone to join our team as (Vice President), part of the Unified Middle office initiative in the Wealth Management Technology division. The person will be responsible for designing, developing, , and building new and manage the internally developed applications in the analytics and data technology department. As part of our IT team, person will work closely with developers to ensure system consistency and collaborate with business, technology teams and clients to provide technical support and identify new requirements. WM_Technology Wealth Management Technology is responsible for the design, development, delivery, and support of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management Business. Practice areas include: Analytics, Intelligence, & Data Technology (AIDT), Client Platforms, Core Technology Services (CTS), Financial Advisor Platforms, Global Banking Technology (GBT), Investment Solutions Technology (IST), Institutional Wealth and Corporate Solutions Technology (IWCST), Technology Delivery Management (TDM), User Experience (UX), and the CAO team. Middle Office Platforms Middle office is a core foundation for E*TRADE. It provides the platform with key capabilities to support customer digital journey from opening an account, funding the account, trade and order management, portfolio/balances and risk management on all digital channels. It also provides the capabilities for E*TRADE B2B stock plan business to manage participants lifecycle. This is Vice President position that develops and maintains software solutions that support business needs. 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. At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses for those who show passion and grit in their work. 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 This is a Vice President position which comes with responsibilities for guiding a team of developers in Mumbai, in addition to hands-on development in Java, and a hands-on approach to working with data across all phases of the software development lifecycle, partnering closely with the Product Owner and squad in product delivery. We are looking for someone who will provide technical leadership, primarily of our financial data workstream, but with local oversight of other areas being worked on by our existing team in Mumbai. The ideal candidate should have the skills listed below, but in addition, should be a self-driven, dedicated individual who can inspire others to deliver, innovate and lead as well as working well in a team and thinking and acting strategically, being able to leverage the skills and expertise of those around them. Responsible for the development, maintenance, and support of multiple applications and/or platformsCommunicate regularly with product leads across the technology organization and discuss opportunities for improvement to existing and future technology solutions.Provide technical leadership and vision for software development projects.Define technical architecture and roadmap for large-scale, mission-critical systems.Manage a team of software engineers, providing technical direction and assign tasks in accordance with business priorities.Drive the adoption of agile methodologies and best practices across the team.Collaborate with product managers to translate business requirements into technical solutions.Act as a subject matter expert in specific technology domains or platforms.Continuously assess and improve team performance and efficiency.Estimation & end to end execution of required changes, coordination with stakeholders, as required. What You’ll Bring To The Role At least 6 years' relevant experience would generally be expected to find the skills required for this roleExtensive hands-on application development utilizing JAVA (Spring Boot) and other open-source technologies.Experience in developing and consuming web services using standard Java based frameworks/toolkits (REST, SOAP, JSON, and XML)Experience in the development of service-oriented architecture application, good understanding of Object-Oriented Design and Design Patterns and Git version control.Hands on knowledge of working on Multithreaded application.Solid understanding of DB concepts and working with relational databases (DB2 preferred)Experience in Apache Kafka, Apache Camel and other programming languages like python and PerlStrong analytical and design skills, including the ability to understand business requirements and translate them into efficient and effective technical designs that work well within large-scale, well-structured enterprise environments.Proficient in DevOps tooling and practicesDemonstrated leadership skills and experience leading development teams.A very strong communicator with the ability to interface directly with clients, vendors, and analysts to ensure technical requirements and delivery align with expectations.Excellent problem solving and troubleshooting skills, with the ability to quickly identify and document the root cause of issues, and effectively communicate possible resolutions.Solid understanding of the financial services industry, with any exposure to ESG within the industry being a benefit 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Mumbai, Maharashtra, India
Not disclosed
Not specified
Not specified
Morgan Stanley JAVA/Microservices/RDBMS Technical Manager - Vice President – Software Engineering Profile Description We’re seeking someone to join our team as (Vice President) JAVA/J2EE Application Development Lead for our market leading institutional equity derivatives business. It is powered by a world class technology that manages the processing of Structured Products and OTC's for the exotic derivatives business from front to Back IST (Institutional Securities Technology) Institutional Securities Technology (IST) develops and oversees the overall technology strategy and bespoke technology solutions to drive and enable the institutional businesses and enterprise-wide functions. IST’s ‘clients’ include Fixed Income, Equities, Commodities, Investment Banking, Research, Prime Brokerage and Global Capital Markets. ESTAR Develops trading & Analytics platform for IST, structured OTC Trading, Market Making & risk platform for IED Software Engineering This is a Vice President position within our Technical Specialist function, which is responsible for providing extensive subject matter expertise and reinforcing the ability of business and technology audit teams to appropriately assess risk and determine and execute coverage. 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. At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses for those who show passion and grit in their work. 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 Morgan Stanley’s market leading institutional equity derivatives business is powered by a world class technology platform from front to back. Our platform manages the processing of Structured Products and OTC’s for the exotic derivatives business. Business is growing 10X over last few years and there has been effort underway to build the data and analytics platofrm for business to be able to gain insight into that data across various F2B responsible for various functional aspect of derivatives trading buiseness in unfied way to drive further initiatives to earn revenue,reducing risk and being more efficient at managing the business. You will lead the effort to build the data and analytics platform for equity derivatives business which involves colloborating across F2b business stakeholder (sales, traders, strats, etc.) , tech teams ,quants team, financial engineer to understand the business need ,systems and various data being produced by various systems and architecting,designing and building the platform that is able to bring the data from heterogeneous data sources ,transform and co-related them and offer the access to the buisess in the This would interesting and challenging opportunity and you would lead the growing team distributed across region in India and London. Existing Tech Stack Java (8+) Python HTML 5, CSS3, Angular Git, Teamcity, Jenkins, StashDb2, Mongo,postgrese ,KDBKafka, MQ Roles & Responsibilities You will be a proficient Java/python developer, who will be hands on, in a delivery focused role.experience building the data and analytics platform and working with databasesYou will be involved in the design and architecture of the systemYou will be mentoring the developersYou will have strong product knowledge of equity derivatives and ideally structured products and OTC's.You will have strong communications skills to build a strong relationship with business stakeholders including sales, trading and quants.You will be a proactive member of an agile development team, focusing on efficient application delivery to meet business KPI's.You will encourage innovation and set technical guardrails for the development team.You will help develop and lead the technology strategy within the department, as well as ensuring it aligns with the global technology strategy.Opportunity to work with front end application development in HTML 5, Angular and scripting in python.You will help implement and ensure the team follows SDLC best practices. What You’ll Bring To The Role At least 8 years' relevant experience would generally be expected to find the skills required for this roleExperience designing /architecting distributed system and building the data and analytics platform .Hands on experience working on the Java, databases and middlewares .Experience with application integration, software design patterns, frameworks, unit testing, automated testing, performance / memory analysis, and n-tier service-oriented architecture.Experience of Agile development techniques and a deep understanding of systems engineering, build and release management principles including continuous integration and continuous delivery.Test-Driven Development (TDD) experience.Experience in sales and trading platforms in Equities / FX / Fixed Income / Derivatives domain would be a plus. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Mumbai, Maharashtra, India
Not disclosed
Not specified
Full Time
Job Purpose Morgan Stanley Fund Services is committed to providing the highest standard of services to the funds that we administer. Investor Services lies at the heart of this commitment. The Investor Services team is charged with providing a best-in-class service to both our clients and their investors. The role of a Senior Manager is a key to meeting this goal. The Senior Manager reports into the Vice President. The Senior Associate/Manager is responsible for the day-to-day supervision of investor services team. The investor services team will typically consist of Managers, IS Team Leader along with one or more Investor Services Representatives and/or Senior Investor Services Representatives who are providing services to specified clients. Responsibilities Of Manager Include Managing the delivery of services to clients against a pre-agreed service level agreement. Providing oversight and guidance to their team. Ensuring that their team delivers services in a timely, accurate and compliant manner. Providing a point of escalation to Managers (and other team members as appropriate). Providing a point of contact and escalation to clients. Keeping management in Mumbai, Westchester and Dublin appraised of operational issues in a timely manner. Keeping line management appraised of HR issues in a timely manner. Principle Accountabilities Service Delivery Oversee the delivery of the ongoing service to the fund Manager as outlined in the Service Level Description. These services include: Providing authorised parties with copies of fund investment documentation. Provide investors and their nominees with statements, contract notes and other documentation in a timely manner. Providing fund Managers with ongoing reporting on investor activity. Work with their Managers and Team Leaders to ensure the timely and accurate processing of all Investor activity. This should be monitored with particular reference to system work queues and system MIS. Senior Managers are responsible for such monitoring and must escalate situations where appropriate processing is not occurring. Ensure that all activity is processed in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures. Act as a contact point and escalation to the Fund Manager for investor services related activity. Ensuring that the records of the fund are maintained in a complete and organised manner. Produce and review MIS and other internal operational reports that assist in the effective operation of the team. Leadership A Manager in Investor Services plays a key role in the day-to-day operation of our team. Key Responsibilities Include Scheduling the work of the overall team. Training and mentoring of individual team members with the assistance of Managers /Team Leaders. Provide honest, constructive feedback to the team to aid their ongoing development. Ensure that individual team members are aware of the policies, controls and procedures that apply to their role. Providing an escalation point for Managers / Team Leaders (and other team members as appropriate). Operational Issues Ensure that line management are made aware of any operational issues in a timely manner. This will include escalating for action as well as escalating for information. Play a central role in the resolution of the specific issue. Play a central role in the drafting of incident reports and in reporting to the line management. In conjunction with line management, play a role in the communication of the initial issue and ongoing status to the client. Play a role in ensuring that appropriate actions are taken to prevent a recurrence (e.g. employee training, procedural changes, system enhancements, etc.) Overall, take ownership for the effective communication and resolution of issues. Ensuring that line management are made aware of any HR or individual performance issues in a timely manner. Note that Senior Managers are not solely responsible for the management of such issues. Their responsibility is to escalate such issues through line management and to respond as directed. Lead the annual TDP process for the Managers and/or Senior IS Representatives and Team Leader on their team. This should be done with appropriate input from their Managers/Team Leaders. This must be done under the guidance of the IS Senior Management team. Highlighting resource constraints to line management. Highlighting systems issues to line management. Observing appropriate confidentiality of information provided due to the nature of their role. Demonstrate leadership to their team including.Maintaining an appropriate relationship with team members and leading by example.Maintaining an appropriate and amicable relationship with the local management team.Communicating team objectives.Demonstrating a sense of ownership for operational service delivery.Demonstrating a sense of ownership for client satisfaction.Providing motivation and direction to team members.Operational coverage may be provided by resources in other geographical locations. The Senior Manager must work on a partnership basis with their peers in other locations to ensure that services are delivered in a timely, accurate and compliant manner.Managers must be capable of maintaining effective, professional operational relationships with colleagues in remote locations.Managers must be capable of maintaining effective, professional operational relationships with management and colleagues in other functional teams to ensure that we deliver a unified service to our clients. Compliance Investor servicing requires compliance with a range of policies. The successful candidate should have: A detailed knowledge of the offering documentation for the funds being serviced. A strong knowledge of the regulations that pertain to the domicile of the fund being serviced. A strong knowledge of our internal policies and procedures. Particular emphasis is required on all matters relating to Anti-Money laundering controls. Client Skills The Manager plays an important role in overseeing the delivery of service to our clients. They also play a key role in maintaining our relationship with clients. The Senior Manager should: Have a strong understanding of the requirements of the client. Have an ability to discuss operational issues with a client in a confident and professional manner. Maintain an awareness of industry developments that impact investor servicing. Have an ability to accurately present our services to both existing and prospective clients in a confident and professional manner. Projects The Manager plays an important role in various IT and Operational Projects. These projects may include: Identifying system enhancements that reduce operational risk create operational efficiency or improve customer service. Participating in the key elements of the project life cycle (Specification, Testing and Operational Implementation). Participating in the in-conversion of records from other administrators. Participating in data remediation projects. Participating in projects relating to fund restructurings or regulatory changes. In many cases, the Manager will play a leadership role and will be responsible for ensuring that such projects are completed on time, on budget and with due accuracy. Qualifications - External Key Characteristics / Competencies A Manager Is Likely To Have The Following Characteristics A number of year’s prior experience of investor servicing. Knowledge of hedge fund processing is a strong advantage. Experience in supervising and leading others. A strong aptitude for client service. Good administrative and organisational skills with a particular focus on accuracy and attention to detail. An ability to work and lead under pressure and an ability to cope with increased workloads at month-end. An ability to work and lead as part of focused team. An ability to work and lead as part of a global, distributed team. An ability to use key financial systems and other IT tools. A third level qualification – preferably in a business or numerical discipline. Preference Graduate or MBA or Postgraduate – preferably in a business or numerical disciplineMandatory requisite to speak in JapaneseExperience – 3 to 7 years of work experience preferably in financial services with Investor servicing experience for Private Equity and/or Hedge fund.Knowledge of Private Equity fund structure, Equalization fund, ICAVs, UCITs, Hedge Funds, Master Feeder structure, Standalone funds and role of each entity is great advantage.Good administrative and organizational skills with a particular focus on accuracy and attention to detail.Deep understanding and appreciation of a domicile, operation, regulatory requirement, and various requests exist in IS space.Strong verbal and written communication, interpersonal and organization skillsAbility to communicate with various internal teams to resolve fund inquiry and understanding when to escalate.Excellent administrative and organizational skills with a proven ability to multitask and work efficiently to meet client deliverables. Ability to perform effectively within strict client deadlines.Candidates must demonstrate initiative, be able to perform well under pressure with an ability to cope with increased workload at month-end and simultaneously be able to handle multiple assignments.Strong Analytical and Problem-solving skillsBe a team player, self-motivated with strong work ethic having ability to work individually and as part of a team.Possess excellent time management and prioritization skills.IT literate - basic, nontechnical knowledge about computers and how to use them, familiarity and experience with computers, software, and computer systems.An ability to work as part of a virtual team that is spread across different time zones and geographies.An ability to use key financial systems and other IT tools. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Mumbai, Maharashtra, India
Not disclosed
Not specified
Not specified
Job Purpose Morgan Stanley Fund Services is committed to providing the highest standard of services to the funds that we administer. Investor Services lies at the heart of this commitment. The Investor Services team is charged with providing a best-in-class service to both our clients and their investors. The role of a Senior Manager is a key to meeting this goal. The Senior Manager reports into the Vice President. The Senior Associate/Manager is responsible for the day-to-day supervision of investor services team. The investor services team will typically consist of Managers, IS Team Leader along with one or more Investor Services Representatives and/or Senior Investor Services Representatives who are providing services to specified clients. Responsibilities Of Manager Include Managing the delivery of services to clients against a pre-agreed service level agreement. Providing oversight and guidance to their team. Ensuring that their team delivers services in a timely, accurate and compliant manner. Providing a point of escalation to Managers (and other team members as appropriate). Providing a point of contact and escalation to clients. Keeping management in Mumbai, Westchester and Dublin appraised of operational issues in a timely manner. Keeping line management appraised of HR issues in a timely manner. Principle Accountabilities Service Delivery Oversee the delivery of the ongoing service to the fund Manager as outlined in the Service Level Description. These services include: Providing authorised parties with copies of fund investment documentation. Provide investors and their nominees with statements, contract notes and other documentation in a timely manner. Providing fund Managers with ongoing reporting on investor activity. Work with their Managers and Team Leaders to ensure the timely and accurate processing of all Investor activity. This should be monitored with particular reference to system work queues and system MIS. Senior Managers are responsible for such monitoring and must escalate situations where appropriate processing is not occurring. Ensure that all activity is processed in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures. Act as a contact point and escalation to the Fund Manager for investor services related activity. Ensuring that the records of the fund are maintained in a complete and organised manner. Produce and review MIS and other internal operational reports that assist in the effective operation of the team. Leadership A Manager in Investor Services plays a key role in the day-to-day operation of our team. Key Responsibilities Include Scheduling the work of the overall team. Training and mentoring of individual team members with the assistance of Managers /Team Leaders. Provide honest, constructive feedback to the team to aid their ongoing development. Ensure that individual team members are aware of the policies, controls and procedures that apply to their role. Providing an escalation point for Managers / Team Leaders (and other team members as appropriate). Operational Issues Ensure that line management are made aware of any operational issues in a timely manner. This will include escalating for action as well as escalating for information. Play a central role in the resolution of the specific issue. Play a central role in the drafting of incident reports and in reporting to the line management. In conjunction with line management, play a role in the communication of the initial issue and ongoing status to the client. Play a role in ensuring that appropriate actions are taken to prevent a recurrence (e.g. employee training, procedural changes, system enhancements, etc.) Overall, take ownership for the effective communication and resolution of issues. Ensuring that line management are made aware of any HR or individual performance issues in a timely manner. Note that Senior Managers are not solely responsible for the management of such issues. Their responsibility is to escalate such issues through line management and to respond as directed. Lead the annual TDP process for the Managers and/or Senior IS Representatives and Team Leader on their team. This should be done with appropriate input from their Managers/Team Leaders. This must be done under the guidance of the IS Senior Management team. Highlighting resource constraints to line management. Highlighting systems issues to line management. Observing appropriate confidentiality of information provided due to the nature of their role. Demonstrate leadership to their team including.Maintaining an appropriate relationship with team members and leading by example.Maintaining an appropriate and amicable relationship with the local management team.Communicating team objectives.Demonstrating a sense of ownership for operational service delivery.Demonstrating a sense of ownership for client satisfaction.Providing motivation and direction to team members.Operational coverage may be provided by resources in other geographical locations. The Senior Manager must work on a partnership basis with their peers in other locations to ensure that services are delivered in a timely, accurate and compliant manner.Managers must be capable of maintaining effective, professional operational relationships with colleagues in remote locations.Managers must be capable of maintaining effective, professional operational relationships with management and colleagues in other functional teams to ensure that we deliver a unified service to our clients. Compliance Investor servicing requires compliance with a range of policies. The successful candidate should have: A detailed knowledge of the offering documentation for the funds being serviced. A strong knowledge of the regulations that pertain to the domicile of the fund being serviced. A strong knowledge of our internal policies and procedures. Particular emphasis is required on all matters relating to Anti-Money laundering controls. Client Skills The Manager plays an important role in overseeing the delivery of service to our clients. They also play a key role in maintaining our relationship with clients. The Senior Manager should: Have a strong understanding of the requirements of the client. Have an ability to discuss operational issues with a client in a confident and professional manner. Maintain an awareness of industry developments that impact investor servicing. Have an ability to accurately present our services to both existing and prospective clients in a confident and professional manner. Projects The Manager plays an important role in various IT and Operational Projects. These projects may include: Identifying system enhancements that reduce operational risk create operational efficiency or improve customer service. Participating in the key elements of the project life cycle (Specification, Testing and Operational Implementation). Participating in the in-conversion of records from other administrators. Participating in data remediation projects. Participating in projects relating to fund restructurings or regulatory changes. In many cases, the Manager will play a leadership role and will be responsible for ensuring that such projects are completed on time, on budget and with due accuracy. Qualifications - External Key Characteristics / Competencies A Manager Is Likely To Have The Following Characteristics A number of year’s prior experience of investor servicing. Knowledge of hedge fund processing is a strong advantage. Experience in supervising and leading others. A strong aptitude for client service. Good administrative and organisational skills with a particular focus on accuracy and attention to detail. An ability to work and lead under pressure and an ability to cope with increased workloads at month-end. An ability to work and lead as part of focused team. An ability to work and lead as part of a global, distributed team. An ability to use key financial systems and other IT tools. A third level qualification – preferably in a business or numerical discipline. Preference Graduate or MBA or Postgraduate – preferably in a business or numerical disciplineMandatory requisite to speak in JapaneseExperience – 3 to 7 years of work experience preferably in financial services with Investor servicing experience for Private Equity and/or Hedge fund.Knowledge of Private Equity fund structure, Equalization fund, ICAVs, UCITs, Hedge Funds, Master Feeder structure, Standalone funds and role of each entity is great advantage.Good administrative and organizational skills with a particular focus on accuracy and attention to detail.Deep understanding and appreciation of a domicile, operation, regulatory requirement, and various requests exist in IS space.Strong verbal and written communication, interpersonal and organization skillsAbility to communicate with various internal teams to resolve fund inquiry and understanding when to escalate.Excellent administrative and organizational skills with a proven ability to multitask and work efficiently to meet client deliverables. Ability to perform effectively within strict client deadlines.Candidates must demonstrate initiative, be able to perform well under pressure with an ability to cope with increased workload at month-end and simultaneously be able to handle multiple assignments.Strong Analytical and Problem-solving skillsBe a team player, self-motivated with strong work ethic having ability to work individually and as part of a team.Possess excellent time management and prioritization skills.IT literate - basic, nontechnical knowledge about computers and how to use them, familiarity and experience with computers, software, and computer systems.An ability to work as part of a virtual team that is spread across different time zones and geographies.An ability to use key financial systems and other IT tools. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Mumbai, Maharashtra, India
Not disclosed
Not specified
Full Time
We are seeking someone to join our team at a Director position within Travel and Meetings Management, which specializes in the Firm's travel and meetings management activities. In the Corporate Services division, we provide solutions that enable Morgan Stanley’s workforce, across our global workplace locations, to effectively and efficiently work in the service of our clients . Sourcing / Procurement is responsible for procurement (e.g., purchasing and supply chain activities), as well as vendor management (e.g., business requirements gathering, sourcing strategy, competitive and market assessments, negotiation, contracting, and relationships associated with outsourced services). Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What You’ll Do In The Role: Air Program Delivery of high-quality travel services within the Asia region with a focus on leading the Asia Airlines Program. Manage all day to day operational, vendor management and client service-related issues within the areas of responsibility. Engage and consult with business units, ensuring they are informed about cost-effective opportunities with preferred Air partners, services and managing business expenses. Ensure delivery of management information and insights on Asia Air program; monitor volume (tickets, spend, share) against targets. Host quarterly performance reviews with preferred Air partners to ensure contracts are performing as intended and meeting cost-savings goals. Participate in global Air projects and provide support as needed (training). Travel Data & Reporting Prepare monthly / quarterly reporting related to regional Air spend, for Business Units and Cross-Divisional Stakeholders (e.g., COO teams, Expense Management). Complete ad-hoc reporting as it relates to internal strategy projects (creating specialized dashboards, identifying trends, and providing insights and suggestions based on data analysis to improve compliance, cost controls and Firm Objectives. Specifically: Generate and analyze reports to identify trends and areas of concern.Provide regular reports to management on trends and compliance issues.Offer insights and recommendations based on data analysis. Monitor ongoing data quality of multiple data sources (e.g., MyTripApproval) and reporting tools (e.g., iBank, TravelOptix, BOXI, Access databases); perform end-user testing as the business user expert. Build relationships with internal clients, provide support, and prepare presentations as needed (taking ownership, subject matter expert) – highlighting travel trends, Global Travel team initiatives, best practices for BU specific needs. Troubleshoot and review routine reports for automation, improved efficiency, and consistency; implement and manage updates for automatically generated reports. Develop MI analysts to deliver accurate, timely and insightful reporting What You’ll Bring To The Role: 5 years of Air Program Management and Metrics / Analytics Reporting experience preferred. Able to demonstrate knowledge of corporate travel and/or previous experience in a travel related role. Managing internal and external professional business relationships at a senior management level. Language skills: Fluent in English Communication skills: Excellent verbal, written and presentation skills; Ability to leverage data to support decision making. Computer Literacy (Software Applications / Mainframe): Microsoft applications and a functional understanding of travel global distribution systems; Experience with Tableau, Qlik Sense, Power BI, or similar data analytics tools. Ability to work independently and under pressure and efficiently on multiple project requests simultaneously. Consistent attention to detail and strong organizational skills. Excellent leadership, interpersonal and customer service skills. Advocate for innovation and value-driven-change; thinking creatively and critically to approach strategy planning and complex problem solving; familiar with industry developments and key benchmarks. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Mumbai, Maharashtra, India
Not disclosed
Not specified
Not specified
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. In addition, Morgan Stanley Wealth Management is one of the world's largest networks of Financial Advisors. The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. Within the Wealth Management Platforms Organization, Digital Lending Platform Team is responsible for building an industry-leading, highly automated lending platform supporting the next phase of growth of Securities Based Lending, Tailored Lending and Mortgage Businesses. We are hiring for a talented product manager with a passion for building innovative technology. This is a highly collaborative role, where you will work closely with our team of digital product managers and partner with designers, engineers, operations, credit, finance, and business stakeholders to transform the experience for all our customers. Position Summary > Work in a fun, fast paced environment designing new and improved technology for our clients and internal staff > Design innovative new products with market leading competitive advantages that revolutionize the way people manage and spend their money > Work with technology, business, and control partners to define and write requirements > Engage in end user research, and use data analysis to inform requirements writing, and wireframe design of new products > Present findings and project updates to executive leadership and key stakeholders > Lead Agile product management teams, collaborating with design, research, technology, legal and compliance team and driving decision making across cross-functional group is preferred. > Collaborate with cross-functional teams including legal, compliance, risk, technology and operations to enhance processes and streamline lending product related workflows > Diagnose and resolve any technical issues or system errors that may arise within the lending pricing platform Experience > 2-5 years of professional experience in technology product management and design > 2-5 years of professional experience in the wealth management, retail banking, and/or consumer financial technology > Knowledge or experience with fixed income securities and lending products > Ideally have experience in building complex internal systems with a focus on underwriting, credit risk management or pricing > Experience with software business analysis required > BA/BS required Skills/Abilities > Professional experience in consumer technology, banking, wealth management and /or top tier consulting firm > Strong attention to detail in both technical and non-technical capacity > Focus on usability and eye for design > Excellent relationship building capabilities with partners both internal and external to the organization > Independent initiative and comfort working in a fast-paced environment > Strategic thinker able to define and evaluate alternatives, and translate goals into specific project tasks > Excellent communicator with solid written and verbal presentation skills > Highly developed sense of ownership and accountability for work > Ability to adapt to change and evolving business needs > Ability to measure a given business problem in order to both quantify the issue and the benefits from the technology solution EOE M/F/D/V Committed to Diversity 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
To be updated To be updated 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
Remote
Full Time
About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. About Parametric Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the 3 days a week and choosing to work remotely or in the office the remaining days of the week. About The Team The Platform Solution Management team at Parametric is responsible for defining and enabling cross-platform business solutions that meet the needs of clients over time. Solutions are products, services or systems that provide value to the client, whether internal or external to the PPA enterprise. Sitting at the intersection of business, client and technology, we collaborate with multiple teams to understand solution context and define the solution vision, roadmap and capability set. About The Role The Senior Business Analyst will partner closely with the Platform Solution Management team and with technology teams on solutions from inception through ongoing maintenance. This position will play a pivotal role in providing analysis, including extensive data analysis, support from ideation to implementation of new technology and processes, including workflow, operational process, systems and data flow design for Parametric. This position will lead business and functional requirements gathering, analysis and documentation, including workflows, wireframes, user stories, acceptance criteria, data mapping, data flows, assistance with user testing and where applicable, processes and procedures documentation. Primary Responsibilities Communicate effectively - both verbally and written - to peers, business and technology partners to include strong questioning and listening skills and the ability to look beyond obvious answers to understand impacts. Interview business/other solution management counterparts to effectively draw out and articulate the business need/problem/ opportunity to be addressed. Provide scaled options for implementation based on the business need. Gather and analyze requirements. Organize and document business needs to enable design and development, including elicitation and documentation of current state and future state workflows, user stories, acceptance criteria, data mapping and UI wireframes. Elicit and document processes and procedures, as well as partner in preparing training and adoption materials Lead and influence cross-functional teams. Provide consultation to development team and product owner for business facing application enhancements. Create test cases, coordinate user acceptance testing and verify production completeness. JOB QUALIFICATIONS SKILL SET Required Experience: 4+ years Skill set: Business Analysis, Data Analysis, Feature specification Primary Skills Bachelor’s degree required A minimum of 4 years of experience in Business Analysis Strong communication, documentation, and presentation skills Strong domain knowledge in asset management Advanced experience working with Agile/Lean/Kanban software development processes Advanced skills using a variety of tools including but not limited to Confluence, Excel, SQL, Jira, Lucid/Visio Ability to understand data models and relationships within data Advanced querying and data mapping skills Ability to deep dive into root cause analysis and summarize findings Strong experience in extensive data analysis and ability to recommend solution options Advanced skills in technical and functional requirements gathering and documentation Advanced skills in workflow diagramming and UI wireframing Experience leading and directing others to achieve measurable results. Strong experience in partnering closely with implementation teams on feature design Demonstrated ability to articulate customized solutions to meet business requirements Understanding of analysis and documentation goals throughout the project lifecycle Strong domain knowledge in finance/asset management Ability to learn quickly and work in a changing environment and under tight deadlines Ability to independently manage personal timelines and meet tight deadlines Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams Good to Have Skills Master’s degree Understanding of technical languages such as Python/Java SAFe Agile Practitioner Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
We’re seeking someone to join our team as a Associate in Global Banking Services team in Mumbai. They are responsible to perform the full front to back process of opening and closing external bank accounts within the Asia / EMEA and US regions. 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 Team Specialist position at Associate level within within Core Services, which is responsible for managing the timely and accurate processing of corporate events, which effect security positions and entitlements held by our clients and proprietary trading desks. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What You'll Do In The Role Perform the front to back account opening and closing process for all markets globally. Work with Internal Morgan Stanley Teams to complete the account opening requirements – including Legal, Global Network Management, Compliance and a variety of Business Units. Manage the Morgan Stanley Signatory requests for Account Opening and Closing Documentation. Understand Regulatory requirements in relation to account opening and closing (including KYC, AML etc.) Ensure continued adherence from agent banks against agreed account opening & closure SLA for each market. Partnership with a range of key areas, including Compliance, ORRC Client Money, Listed Derivatives, Cash Management, Global Network Management teams. Ongoing timely and accurate escalation to keep Managers updated on progress. Project Management: manage high focus account opening / closure requests on the back of key deliverables. Ensuring the sustainability of the LEAN culture within the team, and continuing to strive to seek out operational efficiencies. Subject Matter Expertise: develop current and in-depth knowledge of global markets, account opening requirements and pre-investment information. Annual review and update of desktop procedures and supervisory procedures. Creation and distribution of Daily / Weekly and Monthly Reporting and Metrics. Knowledge of Microsoft Power tools will be an added advantage. What You'll Bring To The Role Sound interpersonal skills, freely develops networks, builds consensus and develops alliances across the organization Excellent verbal and written communication skills Risk awareness. The ability to react quickly to issues and track them through to conclusion A change agent – always challenging the status quo Ability to work in a fast paced environment, both independently and as part of a team Ability to meet tight deadlines and has a delivery focused approach Strong sense of ownership and accountability for quality output Attention to detail and accuracy is essential; Highly motivated self-starter with multi-tasking abilities; ability to prioritize appropriately Entrepreneurial spirit and flexibility – particularly in dealing with changing environments and different stakeholders Desire to work in an environment strong in teamwork, commitment and excellence Desire to build a career within the financial services sector The successful candidate will be a graduate with at least 2 years relevant work experience Sound understanding of operations 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
We’re seeking someone to join our team as a Vice President in Global Banking Services team in Mumbai. They are responsible to perform the full front to back process of opening and closing external bank accounts within the Asia / EMEA and US regions. 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 Team Manager position at Vice President level within within Core Services, which is responsible for managing the timely and accurate processing of corporate events, which effect security positions and entitlements held by our clients and proprietary trading desks. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What You'll Do In The Role Working closely with business partners across Ops, and Technology to manage various change initiatives Act as the liaison between the internal teams, leadership team, and other key client stakeholders Facilitate discussions of business process reengineering, leading practices, and specific fit/gap issues Subject Matter Expertise: Develop current and in-depth knowledge of GNM and GBS function for better understanding of requirement of ops and business users Leverage business knowledge and expertise to identify opportunities for process improvement Perform feasibility and impact assessments for scalable system improvements Drive various change initiatives by gathering requirements, drafting and finalising JIRA write ups, testing changes, tracking metrics, report status updates, sending internal communications to internal and external stakeholders Oversee and execute testing of enhancements and new functionalities and coordinate the UAT signoffs before production release & handle escalations Handle monthly submissions and attestations on the back of various local regulatory requirements Review and manage submission of data for various firm audits and due diligence requirements Prepare and distribute GBS senior management reporting What You'll Bring To The Role Sound interpersonal skills, freely develops networks, builds consensus and develops alliances across the organization Excellent verbal and written communication skills Risk awareness. The ability to react quickly to issues and track them through to conclusion A change agent – always challenging the status quo Ability to work in a fast paced environment, both independently and as part of a team Ability to meet tight deadlines and has a delivery focused approach Strong sense of ownership and accountability for quality output Attention to detail and accuracy is essential; Highly motivated self-starter with multi-tasking abilities; ability to prioritize appropriately Entrepreneurial spirit and flexibility – particularly in dealing with changing environments and different stakeholders Desire to work in an environment strong in teamwork, commitment and excellence Desire to build a career within the financial services sector The successful candidate will be a graduate with at least 2 years relevant work experience Sound understanding of operations 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
Remote
Full Time
Aabout Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. About Parametric Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. About The Team The Operations Technology team at Parametric: We are responsible for the development of Parametric's proprietary software supporting middle- and back-office operations, including our reconciliation, accounting, and settlements systems. We are building high value software to enable complex, time sensitive business workflows. We are technology-driven and building for scale and resilience, enabling our business to support clients with improved efficiency and reduced operational risk. About The Role The Investment Systems: Operations Technology team is responsible for the development of Parametric's proprietary software supporting middle- and back-office operations, including our reconciliation, accounting, and settlements systems. The Software Engineer will be responsible for design, development, and integration of various technology solutions for these systems. This will include the research, design, and implementation of new technologies and solutions to solve key challenges for the organization. Projects completed by this team are highly technical and a critical component of our global operations team. We are seeking individuals who are self-driven, capable of learning and acting independently, enjoy engaging in productive communication, and who have a hunger to grow their technical expertise across a wide variety of areas. The ideal individual excels when working collaboratively with other talented individuals. Custom software solutions are a key element of our success, and, as such, we consider software engineering a tier-one competency. A critical objective for this role is to support the architecture and delivery of scalable enterprise solutions by leveraging AWS cloud-native technologies, designing and implementing microservices, and evolving existing services following industry best practices with a relentless focus on performance and resilience. Primary Responsibilities Design and develop high-quality and flexible technical solutions across all layers of application development, including APIs, application logic, performance, reliability, persistence, tests, CI/CD, and IaC. Work with lead engineers and business stakeholders to convert requirements into high quality, performant, testable software solutions. Work across teams to build strong relationships, determine technical needs, and design solutions which fit into an existing proprietary codebase. Adhere to and promote high standards for development maintainability, consistency, performance, and correctness. Promote team growth by mentoring less-experienced developers. Job Qualifications SKILL SET Required Experience: 5+ years Skill set: Software Design / Java / J2EE / SQL Primary Skills 2+ years of recent hands-on Java and J2EE development experience. 5+ years of overall hands-on OOP design and development experience. Proven experience independently completing requirements for small- and mid-sized projects. Strong understanding of Java features and best practices; Spring Boot, primarily. Strong passion for developing a deep understanding of new technologies or solutions. Experience working with various persistence technologies, such as RDBMS or NoSQL. Experience developing resources using IaC technologies such as Terraform. Proven track record of becoming a subject matter expert in areas related to assignments, such as in-depth expertise on business concepts or open-source project internals like Spring and Hibernate. Good to Have Skills Experience developing cloud-native applications (AWS strongly preferred). Experience developing highly-scalable solutions in the cloud. Financial services industry experience. Experience improving code quality standards through automated tooling, such as IDEs and SAST services. Experience presenting technical contributions and innovations to both technical and non-technical stakeholders. Parametric believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications, but not limit the employee or the organization to just the work identified. It is our expectation that every employee will offer his/her services wherever and whenever necessary to ensure the success of our services. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
Company Profile 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. At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there's ample opportunity to move across the businesses. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Division Profile The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. Position Summary We are seeking a talented and motivated Business Analyst to join the Morgan Stanley Wealth Management Field Business Management Platforms team. The Field Business Management Platforms team defines and drives the internal teaming, joint production and revenue reporting experiences for Morgan Stanley Financial Advisors, Branch Managers and Support Professionals. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest field business management tools for our Wealth Management Field Users. This role will focus specifically on supporting product owners on the Field Business Management and Finance Fleet to help execute against business objectives and deliver on the product roadmap for Morgan Stanley's Wealth Management Field Business Management organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative processes and platforms for Morgan Stanley's Wealth Management Field. Key Responsibilities Key responsibilities will include but will not be limited to the following: > Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements > Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs > Support prioritized product backlog identify, groom, and validate epics and user stories for agile sprints > Assist with backlog refinement and sprint planning ceremonies to communicate requirements > Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed > Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions > Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases > Collaborate with key stakeholders from business, technology Experience: > Bachelor's degree required. Master's degree will be a plus. > 3 - 5 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process Required Skills > Proven track record of delivering successful digital products on time and within scope. > Experience working in an Agile development environment. > Excellent communication skills, including the ability to present complex information in a clear and concise manner. > Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization. Registration Required > None EOE M/F/D/V Committed to Diversity Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
Department Profile Morgan Stanley’s Institutional Security Division (ISG) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs. Global Markets Group (GMG) is the offshoring arm of Morgan Stanley’s Equity businesses in India. It covers functions across ISG ranging from those associated with sales, trading, analytics, strats to risk management. Background on the Team Financial Resources and Strategy (“FRS”) is part of the Institutional Securities Group (“ISG”) at Morgan Stanley. The FRS Reporting team is responsible for reports on financial metrics and market information which are provided to different business units within FRS and more broadly across ISG; these reports support business decisions related to, but not limited to, Secured Financing, Central Clearing Counterparty Management, Collateral Management and Margin. Primary Responsibilities Create, maintain, and improve business reports in Excel on various risk metrices like Liquidity, Concentration, Delta, Vega etc. Provide high-level, prompt Risk Reporting and historical trend Analysis for the various businesses to Senior management/Internal clients. Create Power Point presentations for senior management. Automation/Streamlining/Tool Building for Internal Risk Reporting and creating bespoke reports based on different Strategy, Country, Sector to Senior management. Co-operate with the team on VBA macro development and maintenance. Uploading and Analysing sample prospective portfolios, comprising of several financial product types in Equities, Convertible Bonds, Corporate Bonds, Swaps (IRS/CDS), Options and Futures in Commodities/Index/Interest Rates/Currencies. This may involve searching for relevant tickers/identifiers for such products, using Bloomberg and other internal sources/databases. Participate in global risk projects out of Mumbai in terms of requirements gathering, testing and validation. Primary/Required Skills Graduate from a reputed institute with MBA degree in Finance or CFA L1/FRM L1 cleared. 1-2 years of experience in the Finance industry. In-depth understanding of Financial Products (Equities, Options, Futures, Bonds, Commodities, Rates, Credit) and good understanding of risk in such products. Good command of Excel, Advance excel, Power Point and VBA Programming. Knowledge of Python, Power BI or any other programming knowledge is preferred. Good verbal and written communication skills. Strong Analytical skills and hands-on approach to solving analytical problems and automating process/tasks. Exceptional organizational skills and high degree of attention to detail. Ability to work independently and efficiently in a complex, fast-paced environment. Desired Skills Background in Risk /Financial services. Good understanding of Risk concepts. An understanding of and strong focus on the mechanics of a Risk/Control environment, including escalation. Enthusiasm to volunteer for planning, organizing, and participating in events held by the department and the Firm. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
Profile Description We’re seeking someone to join our team as Senior Machine Learning Engineer with expertise in architecture, design and development of data and ML centric applications at scale. The right candidate should have a background in data engineering and requisite experience working with Machine learning (ML) algorithms and Frameworks. The role is a confluence of Developer, ML and data analysis. WM_Technology Wealth Management Technology is responsible for the design, development, delivery, and support of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management Business. Practice areas include: Analytics, Intelligence, & Data Technology (AIDT), Client Platforms, Core Technology Services (CTS), Financial Advisor Platforms, Global Banking Technology (GBT), Investment Solutions Technology (IST), Institutional Wealth and Corporate Solutions Technology (IWCST), Technology Delivery Management (TDM), User Experience (UX), and the CAO team. Services Tech Services Technology is a dynamic and fast-paced area within the Firm's WM Technology Division. The charter of this department is to develop applications that covers Service to Sales which includes Contact Center, Client Onboarding, Account Opening, CRM, JAWS, Document Management, Workflows, RPA that supports FAs, CSAs, and Operations. Software Engineering This is Director position that develops and maintains software solutions that support business needs. 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. At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses for those who show passion and grit in their work. 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 Digitizing document which can support structured and unstructured documents. Collaboratively Work with Chapter lead, product owners, scrum masters and testing team to deliver business requirements. Participate in scrum meeting, chapter meeting and fleet meeting Create highly optimized, scalable, redundant, and distributed software Deliver manageable, modular code, along with automated tests Work with geographically dispersed teams (NYC, Alpharetta, Mumbai, and Bangalore). Perform code reviews on server-side code Help release and maintain code as well as address production issues Implementing DevOps tools and practice Writing unit tests using Junit and Mockito What You’ll Bring To The Role At least 5 years’ relevant experience would generally be expected to find the skills required for this role Hand on experience in AI/ML Experience in Python/Java. Experience in OCR technologies. Experience/exposure to LLM and Open Deep Convolutional Neural network Machine learning libraries: TensorFlow, Keras, PyTorch, Hugging Face, PySpark, OpenCV, Scikit-learn, NumPy, Matplotlib, Seaborn, Pandas, SciPy, NLP Libraries such as NLTK, SpaCy, HF Transformers, LightGBM, XGBoost ML Ops Tools: TensorFlow Extended (TFX), PyTorch Serve, MLflow, Kubeflow, Docker, Kubernetes, Apache Airflow, DVC Jupyter Notebooks and VS code Familiarity in OCR technologies Must have experience in Agile and DevOps practices. Strong communication, organizational, and collaboration skills. Demonstrates exceptional analytical and problem-solving skills. Development experience building high volume systems. Experience in working on large and medium scale projects in agile environment. Experience with task management tools such as JIRA. Competency with source control (preferably Git) and Continuous Integration tools such as Jenkins or TeamCity. Good understanding on cloud 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 is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. At Morgan Stanley India, we are shaping the future of our global business and contributing to our local community. Our team works with the Wealth Management Platforms group from our office in Mumbai/ (Bengaluru?). Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Division Profile The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. Position Summary The Wealth Management Platforms User Acceptance Tester will be responsible for a variety of user acceptance testing functions and status reporting that support our Squads across our different Platforms Areas, working in an Agile environment. These Platform Areas drive the completion of senior leadership’s vision of platforms used by our financial advisors, branch managers, support professionals and clients. The ideal candidate will be a highly motivated self-starter who can swiftly develop an understanding of the business’ systems/platforms and conduct acceptance testing. This position will report to a UAT Lead and serve as a proxy to Product Owners and Business Analysts. Key Responsibilities Testing Understand business requirements to create comprehensive test scenarios with an emphasis on the end-user’s experience; conducting functional, regression, and end-to-end testing Open and maintain test accounts; support production checkouts and be flexible with working hours, including with those in other regions and ahead of releases (e.g., release weekends) Have knowledge on platforms, applications, and peripheral systems; become a subject matter expert in these respective areas Work effectively in an Agile Squad with stakeholders from Technology and Platforms teams; liaise with Technology QA Team to ensure efficient coverage Assist in refinement of acceptance criteria ensuring that it is complete and comprehensive Status Report and Ceremony Participation Participate in and contribute to Scrum ceremonies (e.g., sprint planning, daily stand-ups, refinement sessions, etc.) Provide testing status to Squad and UAT Leads, escalate risks and issues, and defect management Supporting and Planning Create test plans, test cases, and scripts; conducts testing of negative scenarios to ensure that systems meet standards & End-User Requirements Serve as a proxy to Product Owners and Business Analysts to properly support testing, including the review, prioritization, and management of defects Build thorough understanding of the WMP business contexts (e.g., systems, processes, and end-users, etc.) Proactively reflect on a regular basis (daily and weekly) work accomplished, current and potential blockers for completing work, and next steps Experience Bachelor’s degree in finance, economics, technology or related field, or an equivalent combination of training and experience required Minimum 3-7 years of experience in UAT, preferably in financial services/program management Partnering/working with stakeholders across different regions Skills Required Strong attention to detail and an analytical mindset, with a focus on managing multiple projects with varying degrees of priority Strong active listening, research/investigative, and communication (verbal and written) skills Ability to work independently and with a team, possessing a strong sense of accountability, ownership, proactiveness, and relationship building Ability to understand how testing in any scenario / for any system fits into the bigger picture of why the work is being done, what is the broader impact and to whom testing impacts (e.g., business/tech leadership, end-users, etc.) and how it benefits Morgan Stanley at-large Proficient with Microsoft Office (Word, Excel and PowerPoint) Knowledge of and experience with Agile methodologies, delivery practices, and reporting Application and/or Software testing experience (AVP job description only) You Might Also Have Experience with tools/techniques/processes such as Selenium, RestAssured, Gradle, Junit, GIT Stash, Agile, BDD, Jira, ALM, TeamCity, and traditional SDLC Application and/or Software testing experience (ASSOC job description only) Experience in SQL scripting Possess proficiency in test script automation Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Department The Alternative Investments product area within Investment Solutions is responsible for sourcing, manufacturing, developing, managing, and marketing alternative investment products/investments, such as: Hedge Funds Funds of Hedge Funds Managed Futures Private Equity Private Credit Real Estate Funds Exchange Funds Real Assets Alternative Investments has approximately $235B+ in assets under management. The primary users/investors include $1 million dollar+ net worth wealth management clients and their Advisors. Position Summary The Alternative Investments Product Management team is responsible for supporting the offerings on the Wealth Management Alternative Investments platform post-launch. The group is seeking a highly motivated professional to join the team as a Product Manager to support this function with an emphasis across all of the Alternative Investments product areas. Product management entails supporting maintenance of products and platforms, working closely with control partners on various technology and strategic projects, and perform a number of oversight functions. Key responsibilities will include but are not limited to the following: A subject matter expert (SME) on alternative investments products Fund setups, process changes, FA notifications, fund inventory maintenance, etc. Offering documents and marketing material updates, and maintaining relationship and active dialogue with fund managers to be well informed of the funds’ latest statuses Participate in various product review and technology/platform committees acting as a SME for the products Responsible for the maintenance of policies and procedures by identifying opportunities to enhance controls and mitigate risks as well as interacting with internal audit and product risk Serve as the point of contact for asset managers and sponsors on prospectus and contract reviews, product changes, share class conversions, trading support, and other related matters Work with the Alternative Investment Sales Desks and the Investor Relations team on FA inquiries related to product availability, platform related issues and product information Be actively involved in any product management related projects and initiatives Experience 3-5 years of financial services industry experience Skills/Abilities Strong interest in alternative investments, prior knowledge and experience a plus Excellent analytical skills, strong attention to detail and proactive mindset Must be proficient in Word, PowerPoint, and Excel (functions, formulas, and macros) Prior experience managing strategic initiatives and experience in alternative investment products a plus Strong judgment in prioritizing, evaluating, and sharing information as appropriate, and determining issues requiring escalation Ability to work independently, often on multiple assignments concurrently, while adhering to deadlines and the group’s standards Strong interpersonal, collaborative and team skills including ability to work with third party investment managers Series 7 a plus 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
Mumbai, Maharashtra, India
Not disclosed
On-site
Full Time
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 42 countries. Morgan Stanley Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. The acquisition of E*TRADE in 2020 expanded the value proposition to younger, high-potential, digital-savvy clients who preferred a self-directed trading and investment solution. This rich and robust dataset of customers is a competitive advantage which allows us to deliver value across a full-service relationship to our clients. WM Analytics & Data (A&D) owns all the management reporting, customer and product behavior insights, and predictive modeling in support of WM, Banking, and Marketing. The WM A&D User Experience Data Collection team drives strategy and execution of platforms that collect quantitative and qualitative data about users experience across wealth management and firmwide digital properties and activities. The WM A&D User Experience Data Collection team is searching for an Assistant Vice President (Adobe Analytics Implementation Analyst), who will partner with Wealth Management Digital Client Experience Platform (DCEP) teams to effectively and accurately implement Adobe Analytics on WM digital properties. In this role you will manage the day-to-day Adobe Analytics tagging needs and play an instrumental role in implementing effective data collection across E*TRADE.com. Key Responsibilities Work with Digital Client Experience Platform (DCEP) teams and analytics partners to define measurement strategy based on product analytics requirements. Act as a clickstream data collection SME for analytics teams, consulting on data collection requirements, defining KPIs and create functional tagging specification documents Execute on the Adobe Analytics implementation backlog, partner with engineering teams to prioritize work, perform UAT and provide signoffs for production deployments. Understand business needs and convert them to data collection technical requirements. Work with analytics/product partners to consult and evangelize for Adobe Analytics (Adobe CJA) adoption. Qualifications Minimum of 5-9 years of experience in a digital data capture role, preferably in the clickstream data collection space. Must have experience in implementing web analytics platforms like Adobe Analytics (Adobe CJA preferred), Google Analytics, Heap etc. Must have experience in translating analytics requirements into clickstream data collection solutions (i.e., define deliverables for tech partners) Ability to work independently with a strong sense of accountability/ownership. Excellent communication skills, including the ability to present complex information to senior stakeholders in a clear and concise manner. Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization. Experience working with a global team. Familiarity with the workings of Adobe Experience Platform (AEP), Tag Management Systems (like Adobe Launch) is a plus. 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less
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