Analyst 2 , Professional, P1, Product Support & Services WM, NEX : Job Level - Associate
Morgan StanleyAbout the role
We’re 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 Firm’s 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 that’s eager to create, innovate and make an impact on the world? Read on…
What you’ll 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 you’ll 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 Firm's 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 -Bachelor's 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 one's 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 - 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
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