Division:Investment Management
Job Title:Associate COO Reporting
Location:Mumbai
Job Level:Associate
Company Profile
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 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.5 trillion in assets under management or supervision as of June 30, 2024.Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Background on the Team
The individual would be responsible for performing various business overviews and updates for MSIM's Office of the COO.
The reports prepared could range from very simple, standard reports which are mainly automated (system generated) or highly customized (complex) reports dictated by the clients which can be quite manual in nature. The form in which they are delivered could be excel files, pdf files, word document, power point presentation and other such medium.Some of the common report types are flows, business performance, strategies, clients, fund etc.All reports must be delivered as per the frequency agreed upon (monthly, weekly, quarterly, etc) and as per the deadline set. The deadlines could even be on demand.
This position would require the individual to work closely with functional teams in other regions and involve liaison & interaction with global stakeholders including senior management.
Responsibilities
·Reporting to Firm & MSIM management - production, handling queries & data requests
·Create standardized templates within ppt.
·Use of internal data dashboards (OneMSIM, Tableau, etc.)
·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 report.
Skills desired
·Demonstrates a clear understanding of the business they support.
·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 senior management 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.
·Understands the importance of following defined procedures and completing the appropriate checklists.
·Takes personal responsibility for resolving client issues, can clearly escalate cause and resolution, does not compromise control to comply with client's requests.
·Exhibit a strong sense of urgency, accountability, ownership.
·Ability to follow-up & work with teams at offshore / remote locations
·Ability to identify and escalate risk issues to stakeholders.
·Relevant prior experience in client reporting / service will be an added advantage.
·Actively participates in team meetings, raising issues, questioning others, and offering solutions/ideas.
·Proactively ensures upward and peer communication of initiative, issues and successes.
·Helps to create a positive work environment that builds trust, finds innovative ways to improve teamwork.
·Shows a willingness to help others in the team with tasks and issues.
·Ability to multitask and prioritize functions and tasks.
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.