Morgan Stanley

Analyst- Expense Processor

Posted On

April 16, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 14, 2025

Job Description

We’re seeking someone to join our team as Analyst In the Investment Banking division, we offer Global expertise in market analysis and in advisory and capital-raising services for corporations, institutions, and governments.

Department Profile:

Morgan Stanley is a worldwide leader in investment banking and is one of the top firms in mergers and acquisitions, underwriting of equity and equity-related transactions, corporate debt issuance, and high-yield debt financing. With professionals in 30 countries, we are consistently recognized for our performance in both traditional and innovative financing techniques, helping a wide range of clients around the world to make and execute decisions about their business strategy and financial structure.

We are looking for an Investment Banking Analyst for our newly established Service Hub in Mumbai. Primary focusing on Timely and accurate processing of travel and entertaining expenses and Invoices on behalf of IBD/GCM employees in accordance with Morgan Stanley standards, controls, and policies. And/or the evaluation of expense reports, invoices and travel requests submitted for approval. Required to understand, interpret, and explain all area’s documented in the Firm’s Travel and Expense Policy and related compliance policies.

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.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you’ll do in the role:

• Adherence to Firm policy and audit rules – Confirm that all reimbursement requests adhere to the company expense policy.

• Obtaining Supporting Documents – Obtaining travel pre-approval documents, event pre-approval docs, email approvals, receipts, etc.

• Allocations– Ensuring all expenses are allocated to the correct job number and cost centers.

• Inbox Monitoring – Monitor and action email responses regularly

• Compute, classify, and record numerical data to keep financial records complete.

• Respond to a variety of inquiries on multiple expense topics to assist employees with their expense submissions.

• Provide solutions to user problems in a timely manner.

Process Expense Reports

• Act as a delegate for preparing expenses reports for employees in a timely fashion, ensuring adherence to Firm’s expense policy. Ability to use initiative to resolve issues and respond to questions.

• Request and maintain delegate access for preparing employee expense reports.

• Monitoring Corporate Card Charges – Consistently review employees concur account to ensure all imported corporate card charges are reconciled. Flag transactions that need receipts to the employee. Ensure all transactions are processed within 30 days.

• Correlating Receipts - Ensure the data entered on to the expense reports matches the receipts provided i.e. venue name, expense type, guest count, amount event date, travel date, currency etc.

• Cross Referencing –Reference previous expense reports to prevent duplicate payments.

• Requesting Exception Approval – Send memo requests via email for out of policy exceptions.

• Requesting Overspend Approval – Obtaining email approval for expenses that have exceeded the policy limits or approved budgets.

Invoice Processing

• Receive invoices and create a payment request using in house systems in a timely fashion, ensuring adherence to Firm’s expense policy. Ability to use initiative to resolve issues and respond to questions.

• Process new vendor and reactivate vendor requests, collecting all relevant information and following up with requestors.

Review and Approve Expense reports and invoices

• Evaluate expense reports and invoices against the Firm’s Travel and Expense Policy for overall completeness and reasonableness of receipts attached and fiscally approve expense claims.

• Actively monitor T&E activity and when suspected, identify to Manager possible fraudulent activity, suspected “exception” matters and/or non-compliance

• Maintaining an expert knowledge of all Expenses policies and procedures

• Check the accuracy of figures, calculations, and postings pertaining to transactions recorded by bankers Compute, classify, and record numerical data to keep financial records complete.

What you’ll bring to the role:

Minimum Qualification: Bachelor’s degree or Equivalent.
1+ years of Relative Corporate Experience.
Excellent communication writing, judgment, and problem –solving skills, strong attention to details.
Experience collaborating with global and regional stakeholders
Flexible to work in shifts (Proposed Hours : 7:30 am – 3:30 PM).
Solid organization/time management, enthusiastic, positive team player who is willing to help out and who works well with colleagues.
Ability to work in a face-paced environment and handle multiple tasks concurrently, flexible to covering different bankers as group grows or changes

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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