Analyst 2 , Professional, P1, Product Support & Services WM, NEX Job Level Associate

Morgan Stanley

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profile Job Location:

South Jordan, UT - USA

profile Monthly Salary: Not Disclosed
Posted on: 5 days ago
Vacancies: 1 Vacancy

Job Summary

Were seeking someone to join our team as an Analyst 2 in Private Banking Operations to provide operational support to the Collateral Monitoring team by focusing on Reg T and Reg U Margin calculations. Objectives include analysis of potential lending guidelines changes forecasting impact of implementation assisting with test scripts and testing and working closely with business and IT to deliver releases.

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 Analyst level position within Product Support & Services which is responsible for providing transaction support and managing post execution processes.

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

Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firms global Wealth Management Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets thousands of volunteer hours and dedicated financial support.

Interested in joining a team thats eager to create innovate and make an impact on the world Read on

What youll do in the role:

  • Process transactions/tasks within coverage area

  • Respond to client requests with accuracy and speed ensuring compliance with all policies and procedures

  • Follow escalation framework taking responsibility for identifying escalating and preventing issues

  • Raise issues question others and offer solutions/ideas

  • Data analysis focusing on stress testing portfolios for industry sector country risk and market dislocation exposures

  • Combine data analytics and strategic planning to prioritize work backlog create innovative solutions and drive business decisions

  • Collaborate with cross-functional teams to automate and streamline manual processes delivering time savings and reducing operational risk

  • Interface with multiple stake holders to optimize solutions for securities-based lending processes

What youll bring to the role:

  • Ability to build trust and find innovative ways to improve teamwork functions/processes and create a positive work environment

  • Understanding of business area supported client requirements and importance of not compromising control to comply with client requests

  • Culture carrier across Operations embracing the Firms core values

  • At least 0-2 years relevant experience would generally be expected to find the skills required for this role

  • Proactive self-starter with strong problem-solving skills and the ability to make quick decisions in a fast-paced environment

  • Process automation with Python Alteryx Power BI UiPath SQL VBA Microsoft O365 (Excel Outlook SharePoint Access -Bachelors degree in Finance Economics Computer Science Mathematics or Statistics preferred

  • 2-3 years of experience in financial services

  • Ability to work independently as well as collaborate on projects with colleagues

  • Excellent organization and problem-solving skills

  • Strong analytical and communication skills with the ability to clearly articulate ones rationale

  • Continuous learning and drive to create innovative solutions

  • Technical (Preferred: Python Alteryx Power BI UiPath SQL VBA Microsoft O365 (Excel Outlook SharePoint Access)

  • Self-starter

  • Interest in project work

  • Knowledge of Private Banking

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.

To learn more about our offices across the globe please copy and paste into your browser.

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

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

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


Required Experience:

IC

Were seeking someone to join our team as an Analyst 2 in Private Banking Operations to provide operational support to the Collateral Monitoring team by focusing on Reg T and Reg U Margin calculations. Objectives include analysis of potential lending guidelines changes forecasting impact of implement...
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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, ... View more

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