Analyst 2, P1, Core Services : Job Level - Analyst
Analyst 2, P1, Core Services : Job Level - Analyst
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Job Description
The teams responsibilities also include maintaining referential data throughout the life-cycle of the relationship up to and including account closure - ensuring entitlements and relationships are inactivated contacts are removed and reports are deleted. The Global CRES team is structured into distinct functional groups aligned with complexity; Data Creation and Data Maintenance. Team manages the Data Creation work stream and are responsible for oversight of multiple functions for a client launch. This structure continues to leverage functional experts however; model promotes a better client service experience for the business.
Primary Responsibilities
> Opening and linking of accounts on Prime Brokerage system.
> Setting up of accounts on Portfolio accounting system and setting up Client reporting.
> Setting up of accounts for 3rd Party reporting based on documentation.
> Requesting of Secure Ids for Client and 3rd Party users.
> Quality checking the creation and maintenance of client accounts and access.
> Quality checking the creation and maintenance of client access.
> Risk management through the daily review of priority clients adhering to benchmarks and Service Level Agreements.
> Escalate potential issues to the team leader.
> Recommend opportunities to increase efficiency / productivity through analysing resource and system usage and identifying processing weaknesses
> Support the team manager in rolling out new initiatives and developments within the team
Key Skills & Experience:
The ideal candidate will have previous experience/knowledge within an Operations related environment. They will be a confident analytical person with excellent oral and written communication addition the ideal candidate will possess the following attributes:
-Qualified at degree level or equivalent industry experience
-Aptitude to work in a fast-paced environment
-Ability to handle volume spikes and prioritize work including ad-hoc requests and projects to meet business demands in a timely manner
-Ability to recognize potential risk issues and escalate/report on a timely basis;
-Adaptability and flexibility ability to perform under pressure or in changing environment
-Outstanding attention to details and analytical ability
-Proficiency in MS Office (Excel PowerPoint and Word)
-Self-driven capable of performing day-to-day activities with minimal guidance and supervision
-Ability to influence stakeholders and gain consensus across different groups The Client Reporting and Entitlements Services (CRES) team is responsible for ensuring that all documents are received accounts reports and entitlements are set up prior to the clients scheduled launch date. They further liaise with other downstream stream team to ensure they acknowledge and make the appropriate action when a new client account is opened.
The teams responsibilities also include maintaining referential data throughout the life-cycle of the relationship up to and including account closure - ensuring entitlements and relationships are inactivated contacts are removed and reports are deleted. The Global CRES team is structured into distinct functional groups aligned with complexity; Data Creation and Data Maintenance. Team manages the Data Creation work stream and are responsible for oversight of multiple functions for a client launch. This structure continues to leverage functional experts however; model promotes a better client service experience for the business.
Primary Responsibilities
> Opening and linking of accounts on Prime Brokerage system.
> Setting up of accounts on Portfolio accounting system and setting up Client reporting.
> Setting up of accounts for 3rd Party reporting based on documentation.
> Requesting of Secure Ids for Client and 3rd Party users.
> Quality checking the creation and maintenance of client accounts and access.
> Quality checking the creation and maintenance of client access.
> Risk management through the daily review of priority clients adhering to benchmarks and Service Level Agreements.
> Escalate potential issues to the team leader.
> Recommend opportunities to increase efficiency / productivity through analysing resource and system usage and identifying processing weaknesses
> Support the team manager in rolling out new initiatives and developments within the team
Key Skills & Experience:
The ideal candidate will have previous experience/knowledge within an Operations related environment. They will be a confident analytical person with excellent oral and written communication addition the ideal candidate will possess the following attributes:
-Qualified at degree level or equivalent industry experience
-Aptitude to work in a fast-paced environment
-Ability to handle volume spikes and prioritize work including ad-hoc requests and projects to meet business demands in a timely manner
-Ability to recognize potential risk issues and escalate/report on a timely basis;
-Adaptability and flexibility ability to perform under pressure or in changing environment
-Outstanding attention to details and analytical ability
-Proficiency in MS Office (Excel PowerPoint and Word)
-Self-driven capable of performing day-to-day activities with minimal guidance and supervision
-Ability to influence stakeholders and gain consensus across different groups
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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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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.
Required Experience:
IC
Employment Type
Full-Time
