Morgan Stanley

Associate - Global Advanced Solutions - Project Specialist, (Wealth Management)

Posted On

May 15, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 10, 2024

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.

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Within Morgan Stanley at Work Shareworks, Equity Edge Online® (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management.

Global Advanced Solutions:

The Global Advanced Solutions organization provides key private and public client support in Financial Reporting, Advanced Solutions and Global Intelligence including ongoing client service on both Shareworks and Equity Edge Online, critical function support for equity administration, data and automation, reporting, tax and legal compliance and subject matter expertise in the respective areas. In addition, the Global Intelligence team provides clients with global legal and tax information related to equity compensation and assists companies to manage their tax withholding obligations.

Global Advanced Solutions Project Specialist role:

The Project Specialist will play a pivotal role in the Global Advanced Solutions organization. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on financial reporting capabilities (Financial Reporting), regulatory and tax compliance (Global Intelligence), and operational support across equity administration platforms (Advanced Solutions).

Reporting to Global Advanced Solutions Manager, the Project Specialist ensures efficient and accurate execution of various projects including, but not limited to: client onboarding and product set up, process management, documentation, administration support, SoWs and contracts, quality assurance, client queries, technical problem solving, reporting building, and client facing team support.

The ideal candidate is technically proficient and possesses strong communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Project Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction.

Global Advanced Solutions Project Specialist Responsibilities:

Successful execution of assigned projects across various disciplines including Financial Reporting, Global Intelligence and Advanced Solutions
Provide expertise in equity compensation practices, trends, and programs to clients, assisting in ad hoc and periodic reporting, and maintaining accurate recordkeeping of equity-related data.
Support client relationship management by delivering timely and accurate responses to requests for information.
Collaborate with internal and external stakeholders to implement automated and integrated solutions for equity compensation plans, optimizing processes and enhancing efficiency.
Support data conversion projects to migrate from competitors' platforms, ensuring project deliverables are met and strong client relationships are maintained.
Partner with cross-functional teams to develop strategic solutions for clients, leveraging expertise in equity compensation, automation, and data solutions.
Act as a liaison between internal business partners and clients, ensuring effective communication and successful project outcomes.

Global Advanced Solutions Project Specialist Qualifications:

Bachelor's degree in business administration, finance, or a related field.
Minimum 1 year of experience in equity compensation administration or a related field.
Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint), with a willingness to learn new tools as necessary.
Experience in customer service or client-facing roles, demonstrating the ability to understand and address client needs effectively.
Strong organizational skills with the ability to multitask and manage multiple projects simultaneously.
Excellent verbal and written communication skills in English, with additional languages as an asset.
Familiarity with equity-related accounting, tax, and legal concepts, with a willingness to learn and adapt to international regulations.
Ability to work effectively in a team environment, collaborate with colleagues, and adapt to changing priorities.
Enthusiastic and adaptable individual comfortable with learning and working in a fast-paced environment.
Familiarity with stock plan administration systems such as Equity Edge Online, Shareworks or Global Intelligence is preferred but not required.
Certification such as CEP Level 1 is desirable but not required.

EOE M/F/D/V Committed to Diversity

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.

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