Base: $65,000 - $102,000; bonus/equity: not specif...
Performance reports production
Solving performance discrepancies
Quality reviews for reporting
The Operations Associate 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
Job Summary
The Operations Associate 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.
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.
Matching Summary
The Operations Associate 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.
Salary
Base: $65,000 - $102,000; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
performance reports production
solving performance discrepancies
quality reviews for reporting
reconcile and update monthly activity
set up market index comparisons
respond to technical questions
prepare performance reports
Nice-to-have
partner with business units
develop client relationships
mobilize capital for clients
create, innovate, and make impact
work alongside best and brightest
relentless collaborators and creative thinkers
Key Requirements
At least 2 years’ relevant experience
Experience in performance measurement or portfolio accounting preferred
Excellent reconciliation and research skills
Strong written and oral communication skills
High level of proficiency in Outlook, Excel, PowerPoint, Access