Client Reporting- Operations Associate

Morgan Stanley UK

New York, United States
Base: $65,000 - $102,000 py; bonus/equity: not spe...
Performance reporting for financial advisors
Solving performance measurement discrepancies
Quality reviews for performance 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.
  • Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
  • 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.

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 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Performance reporting for Financial Advisors
  • Solving performance measurement discrepancies
  • Quality reviews for performance reporting
  • Research and reconcile monthly activity
  • Set up comparisons with market indexes
  • Respond to technical questions

Nice-to-have

  • Partner with business units
  • Develop client relationships
  • Creative thinkers
  • Collaborative environment

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
  • Analytical/critical thinking ability
  • Detail oriented

Work Rights

Not specified

Tailored Resume

Cover Letter