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Client Reporting Operations Associate

Company: Morgan Stanley USA
Location: New York
Posted on: January 15, 2019

Job Description:

Company Profile 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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Operations is one of the largest divisions in the firm and has diverse responsibilities, in particular a continuous focus on seeking ways to improve existing operations while actively supporting the development of new businesses, structures and markets. Background on the Team Global Wealth Management provides services that are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Background on the Position The Wealth Management Tax and Client Reporting Operations (TCRO) team is seeking an Operations Associate to provide support and production of monthly and quarterly performance reports for Financial Advisors and their Institutional and ultra-high net worth clients. He/she will work closely with Financial Advisors (FAs) and other Client Reporting Operations associates on solving performance measurement discrepancies, maintaining ongoing quality reviews for all performance reporting, and effectively managing expectations. The candidate will report to the Client Reporting Team Lead. The role is located in New York. Primary Responsibilities Key responsibilities include: -Research, reconcile and update monthly activity by using monthly custodian statements as well as in-house custody data -Set up and maintain appropriate comparisons with market indexes and customized benchmarks -Respond to technical questions concerning client accounts and manager performance statistics -Manage the reporting expectations of high profile Financial Analysts for custom reporting -Prepare monthly, quarterly, and ad-hoc performance reports -Ensure index, product attributes, and performance numbers are valid -Participate in team projects and initiatives to maximize use of strategic reporting solutions in performance operations Qualifications: Skills required -3-5 years of financial experience -Experience in performance measurement or portfolio accounting -Excellent reconciliation and research skills -Possess strong written and oral communication skills -High level of proficiency in Outlook, Excel, PowerPoint, Access -Analytical/critical thinking ability -Detail oriented Client Reporting Operations Associate

Keywords: Morgan Stanley USA, New York , Client Reporting Operations Associate, Advertising , New York, New York

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