Business Analyst Management, Platforms, Analyst, Wealth Management at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

0.0

Posted On

20 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Analysis, Expense Management, Accounting Concepts, Stakeholder Collaboration, Problem Solving, Communication Skills, Microsoft Office Suite, Self-Starter

Industry

Financial Services

Description

Become a subject matter expert on Wealth Management expense policy and tools across key Platforms regions - North America, Canada, India and Budapest Own Platforms Travel & Entertainment (T&E) expense management front to back - including: o Counseling employees on policy and ensuring process is understood across the organization o Reviewing and approving expense submissions made in Concur, partnering closely with employees to address any gaps or issues o Coordinate with Platforms' stakeholders on creation of Entertainment and Conference (EnC) requests where needed Create & maintain best practice documentation on expense process and Platforms-specific guidelines Collaborate with expense partners at AMEX and Platforms employees to address reporting and payment issues Create recommendations and reporting associated with annual budget, forecasting and actuals for the T&E budget Create and maintain tracker for ENC requests to analyze risks and opportunities throughout the year Management of vendor invoicing for WM Platforms including the processing of invoices in relevant tools and following up for approval where required 0-1 year of business analyst experience, preferably with a financial services background Basic understanding of accounting concepts (P&L, margin, forecasting, etc.) Ability to interact effectively and collaborate with stakeholders across platforms - strong EQ is a must Effective, creative and flexible problem solver Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately Independent self-starter who can manage day-to-day deliverables and prioritization with limited overlap with the onshore team Proficient with the Microsoft Office Suite, including Excel, Outlook, Teams and PowerPoint 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. 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. 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.

Responsibilities

The role involves becoming a subject matter expert on Wealth Management expense policy and managing the Platforms Travel & Entertainment expense process. Responsibilities include counseling employees, reviewing expense submissions, coordinating with stakeholders, and managing vendor invoicing.