Affiliate Risk Oversight, US Banks, Associate, Wealth Management at Morgan Stanley

Mumbai City, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

03 Apr, 26

Salary

0.0

Posted On

03 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Risk Management, Data Automation, Excel VBA, Python, Power BI, Tableau, SQL, Database Design, Project Management, Technical Reporting, Analytical Skills, Problem-Solving, Communication Skills, Organizational Skills, Continuous Improvement, Presentation Skills

Industry

Financial Services

Description

About Us: 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. Position Summary: The US Banks team seek an Associate to join the First Line Business Risk team. The candidate will support administration of the first line business risk department and report to the AVP of Affiliate Risk Management. The 1LOD Bank Risk team supports the Banks’ BUs by providing guidance across NFR stipes including 1LOG Risk Governance, Ops Risk, (including Third Party and Affiliate Management) Regulatory Affairs and Audit support, Model and Data Risk. Roles & Responsibilities: Support the execution and governance of the Affiliate Risk Oversight Framework, including the creation and implementation of new governance standards. Design, build, and maintain automated processes for risk management using Excel VBA, Python, and other automation tools to improve efficiency and accuracy. Develop, maintain, and optimize dashboards and scorecards for US Bank affiliates using Power BI, Tableau, and Excel, enabling real-time data visualization and actionable insights. Execute framework adherence checks and automate reporting processes as per requirements. Collaborate with Technology affiliates to ensure compliance with Affiliate oversight standards, leveraging automation for data collection and analysis. Facilitate key Affiliate stakeholder touchpoints and automate meeting scheduling and follow-ups. Assist with maintenance of RCSA Technology risks and controls, including automated monitoring and reporting. Support broader 1LOD efforts by compiling information for IA, regulatory requests (audits/exams), and automating data extraction and reporting. Create and execute presentations and reports using Microsoft Office suite, with advanced Excel automation and PowerPoint skills to drive meaningful discussion and provide transparency. Required Qualifications & Skills: : Minimum 3–5 years of professional experience in financial services, preferably in risk management, finance, compliance, or audit. Bachelor’s degree in finance, Accounting, Economics Proven experience in data automation using Excel VBA, Python, Power BI, Tableau or similar tools to streamline workflows and reporting. Strong knowledge of SQL for creating complex queries, extracting, and analyzing large datasets. Technical expertise in database design and automation of data processes, complemented by advanced PowerPoint and Excel skills for automation and data visualization. Project management and technical reporting skills, with experience in automating project tracking and reporting. Ability to work independently and as part of a team in a fast-paced, high-demand environment, managing multiple priorities efficiently. Strong organizational, analytical, and problem-solving abilities, with attention to detail and a focus on continuous improvement through automation. Excellent verbal and written communication skills, capable of tailoring messaging and facilitating meetings across departments and levels. Willingness to learn and grow beyond existing scope of work, with a proactive approach to adopting new automation and visualization technologies. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Responsibilities

The Associate will support the execution and governance of the Affiliate Risk Oversight Framework and design automated processes for risk management. They will also collaborate with Technology affiliates to ensure compliance with oversight standards and assist with regulatory requests.