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Analyst ( Investment Wealth Management ) Job in Bangalore at Morgan Stanley

Key Responsibilities :


  • Reconcile positions and balances on client accounts; investigate and resolve breaks to ensure records accurately reflect for Client Reporting purposes

  • Manage security referential data within the client reporting systems, including security pricing and data integrity checks

  • Proactively manage deadlines and SLAs

  • Prepare bespoke client reports for AWM clients

  • Prepare metrics and management reports for AWM management, including KRI’s and KPI’s

  • Respond to Sales’ client statement and reporting related queries



Desired Qualifications/Experience :


  • Strong investigative, analytical and problem solving skills

  • Experience of data reconciliation and breaks resolution

  • Strong attention to detail and be highly deadline oriented

  • Acute awareness of risk, with clear focus on control and timely escalation of risk items to management.

  • A proactive nature, challenging and questioning processes, seeking innovative solutions to improve efficiency and mitigate risk

  • Excellent teamwork skills, outgoing and motivated

  • Strong verbal and written English communication skills

  • Effective organizational skills

  • Self-motivated with an ability to work consistently and efficiently under pressure

  • Ability to lead by example

  • Experience of producing management and regulatory reports is desired but not essential

  • Proficient skills in Microsoft Office - experience of spreadsheets, formulae and pivot tables is advantageous



Required Competencies :



The ideal candidate will be able to demonstrate the below skills:


  • Strong verbal and written communication skills.

  • A proven track record of delivering exceptional internal client service.

  • An understanding of risk management and escalation.

  • High levels of accuracy and numeracy.

  • The utilization of analytical and investigative skills to a successful conclusion.

  • Proactive & flexible team player and team leader.

  • The ability to establish and build effective working relationships with local and global colleagues.

  • Fluent in written & spoken English


Click Here : Apply


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