Investment Strategy Coordinator - Parametric at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

05 Jan, 26

Salary

0.0

Posted On

07 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Communication Skills, Attention To Detail, Client Service Orientation, Workflow Improvement, Microsoft Office, Problem Anticipation, Team Collaboration, Adaptability, Technology Proficiency, Meeting Coordination, Report Building, Dashboard Management, Process Documentation, Customer Service, Task Assignment

Industry

Financial Services

Description

Help the team manage work consistently and meet deadlines using a work management system to apply project templates, assign tasks appropriately, and monitor reports and dashboards, as well as schedule related meetings and follow up with internal stakeholders or external vendors. Build and maintain reports and dashboards to help plan, manage, and complete work in a timely manner, as well as deliver business intelligence. Monitor new incoming work requests to ensure they are correctly routed, assigned, responded to, and completed. Serve as a friendly, trusted point of contact for the team or internal stakeholders to help answer questions, provide work updates, or resolve issues. Set the team's client-facing investment professionals up for success by managing calendars, and overseeing that meeting preparation and any required materials or analysis has been successfully completed. Provide input on workflow and process improvements to make the team more efficient, working with members of other departments as necessary. Help maintain all relevant process documentation, meeting notes, and user guides. Participates in broader team projects / duties as needed. Bachelor's degree 1+ years related experience Proven ability to organize and manage multiple priorities, meet deadlines, and follow through on projects Adapt well to changing plans and priorities; deal comfortably with ambiguity Very strong attention to detail; must demonstrate accuracy and thoroughness Demonstrate client service orientation and positive approach Demonstrated ability to be proactive and anticipate problems and events Possess excellent written and verbal communication skills Ability to work autonomously and as part of a multi-disciplinary team Proficient in Microsoft Office applications Demonstrated ability and willingness to learn and use new technology, and appreciation for the value of efficiency Customer service experience preferred Experience with Confluence, Salesforce and/or Workfront is a plus. 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 Investment Strategy Coordinator will help manage the team's work using a work management system, ensuring deadlines are met and tasks are appropriately assigned. They will also build and maintain reports and dashboards to facilitate timely work completion and deliver business intelligence.