Client Reporting_associate_client Services & Relationship Mgmt IM

Associate – Client Reporting

We're seeking someone to join our team as an Associate – Client Reporting in IM Operations to perform Portfolio and Client Reporting function for Investment Strategies across MSIM. While preparing and delivering reports for the clients' remains the core responsibility, there are other tasks as well which form part of this role. These include replying to client enquiries, request for data/reports from the Investment team, Sales team, Clients, etc. The position would require the individual to work closely with functional teams in other regions and involve liaison & interaction with global stakeholders including portfolio managers, actual clients, etc.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. 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:

• Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity.
• Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process.
• Train others, allocate tasks and support with first line escalation where required.
• Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm.
• Reporting to Internal and External clients - production, handling queries & data requests.
• Maintaining a task list and following up with other teams responsible for data /reports sourced from them.
• Tracking each deliverable per the deadlines set and ensuring no lapses occur.
• Following maker & checker process for each deliverable with zero tolerance for inaccuracy.
• Periodic Risk and Exception reporting to senior management.
• Involvement in projects related to the job function.
• Following up with IT for any development needs or issues raised with the current reports.

What you'll bring to the role:

• Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team.
• Ability to operate independently with respect to some job responsibilities.
• Culture carrier across Operations, embracing the Firm's core values.
• Demonstrates a clear understanding of the business they support and client requirements.
• Well versed with MS office – Outlook (Email Management), Excel (Sql, writing macros, Lookup, Formulas, Pivots etc.), Word & PowerPoint.
• Basic understanding of various financial products its performance & cash flows.
• Strong client service focus, interpersonal and excellent verbal & written communication skills.
• Strong analysis and problem-solving skills required. Ability to facilitate and execute the analysis of data and technical issues.
• Performs tasks that require deep analytical skills and keep Management informed of progress and activities within their respective area.
• Ability to identify and escalate risk issues to stakeholders.
• Relevant prior experience in client reporting / service will be an added advantage.
• At least 4 years' relevant experience would generally be expected to find the skills required for this role.

What you can expect from Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 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.