Morgan Stanley

Director - Information Specialist - Global Intelligence

Job Description

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.

The Global Intelligence Organization:

The Global Intelligence team helps Morgan Stanley at Work clients manage tax withholding and reporting for their equity compensation plans.  As part of that service, Global Intelligence clients receive access to the Global Intelligence application, a cloud service that provides legal, tax, and mobility information to companies that offer stock as part of their employees’ compensation across multiple countries. Our industry-leading application is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

Information Specialist Role:

The Information Specialist role is responsible for ensuring the Global Intelligence platform accurately reflects the information confirmed by third party information providers in all jurisdictions, keeping and maintaining records of every change reflected in the platform, using internal systems and metrics to measure changes and communicating changes in position and in legislations to Associates and Clients in a timely manner.

Our ideal candidate is technically savvy, with strong communication skills and likes to work through challenges. They are comfortable in a fast-paced and evolving environment.  You have a passion for solving problems and simplifying complicated scenarios. A knowledge of employee share plans or tax would be highly beneficial. You have a deep belief in team success, a willingness to adapt to continuous change, and a desire to take ownership over responsibilities. You also have a demonstrated ability to build effective relationships with clients, colleagues, and other stakeholders.

Information Specialist Responsibilities:

·         Updates the Global Intelligence platform reviewing thoroughly and with attention to detail the information including tax bands, calculations, and rates.

·         Testing changes in front-end before making them live and available for clients.

·         Making sure changes in the back end pull through to all services and features in front-end with no errors and reporting and following up on bugs and errors in the platform if/when required.

·         Clarifying queries from team members and clients on the information sent back from third-party information providers.

·         Compares the information and position adopted on the Global Intelligence platform with other information providers, public domain websites, and governmental sites to confirm alignment.

·         Prepares weekly presentation of the platform to the team including important updates and upcoming changes in legislation and tax budgets to be aware of.

·         Curates content for monthly newsletter including daily sweep news of sources, drafting short articles, getting consent by local lawyer of content to be published, and proofing and putting together layout for distribution.

Maintains and grows the Global Intelligence network of lawyers, and maintains solid relationships with third-party information providers.

Qualifications:

  • ·         Bachelor’s degree.
  • ·         Qualified lawyer or accountant desirable but not required.
  • ·         Tech-oriented with demonstrated experience of understanding complexities of SaaS desirable.
  • ·         Superior and demonstrable attention to detail.
  • ·         Meticulous and disciplined project management.
  • ·         Excellent communications skills – verbal, written, presentation.
  • ·         Highly collaborative and team oriented.
  • ·         Excellent at building relationships.
  • ·         Spoken and written English to a high level of proficiency is a requirement; proficiency in additional languages a benefit.
  • ·         Focus on continuous improvement and client satisfaction. 

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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