Investment Performance_Associate_Product Support & Services at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

09 Mar, 26

Salary

0.0

Posted On

09 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Performance, Process Management, Risk Management, Data Quality, Automation, Client Service, Performance Calculation, Project Management, Relationship Management, Control Framework, Data Reporting, Industry Technologies, Investment Management Operations, Procedural Improvements, Global Collaboration, KRI/KPIs

Industry

Financial Services

Description

Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team. Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements. Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output. Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution. Ensure Compliance: Ensure compliance with policies and procedures for calculating and reporting performance results, for portfolios and benchmarks. Vendors: Work with vendors to ensure service levels are met as agreed with business partners and stakeholders. Control Framework: Understand core infrastructure within the division to identify control/gatekeeping processes; build a preventive control framework to identify data issues impacting the investment process. Data Quality: Leverage data quality rules to proactively identify gaps/outliers based on pre-established thresholds. Industry Leading Technologies: Familiarity with industry-leading technologies like Alteryx, PowerBI, GenAI, etc., to develop tools for the operations team to pursue automation and enhance efficiency. Identify and Address Procedural Inefficiencies: Proactively identify procedural inefficiencies and escalate process improvement opportunities in core operational processes through review of metrics and implement improvements that will be measured to monitor progress. Data Reports: Build timely and accurate data reports for business and functional partners/stakeholders across functional areas within our division. KRI/KPIs: Maintain KRI/KPIs to track the efficiency of our operations and be able to report back to stakeholders. Global Collaboration: Work with other colleagues within our global organization to streamline and increase the efficiency and accuracy of the performance and analytical measurement processes. Performance Calculation and Reporting: Asset management performance calculation and reporting experience, including knowledge of alternative return calculations and GIPS standards. Automation with low code tooling, AI savvy, and familiarity with process improvements and transformation tools Investment Management Operations: Prior experience in investment management operations is highly preferred. Understanding of investment products (equities, fixed income, derivatives, alternatives) and their valuation as part of the overall portfolio. Independent Operation: Ability to operate independently and navigate the organization to foster collaboration in a results-oriented manner. Risk Management: Ability to identify and escalate risk issues to Operations Management and stakeholders. Client Service: Highly proactive and energetic focus toward client service and relationship management. Ability to work across an array of functional teams and stakeholders in a fast-paced environment to meet committed timelines. Ability to establish clear goals and priorities and address non-standard issues within area of expertise with minimal guidance and supervision. Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests. Culture carrier across Operations, embracing the Firm's core values. At least 3 years' relevant experience would generally be expected to find the skills required for this role. 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 executing processes and supporting project efforts while ensuring compliance with performance reporting policies. The associate will also build relationships within the team and with stakeholders to contribute to process improvements and operational efficiency.