Morgan Stanley

Associate - Third Party Managed Solutions Support and Advisory Programs Support -Consulting Group (Wealth Management)

Posted On

May 21, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

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.

Position Summary:

We are seeking a detail-oriented and proactive candidate to support Morgan Stanley' Investment Advisory Programs including servicing over 800 external Investment Advisors, industry vendors, and their back-office providers within the Consulting Group division of Wealth Management. They will be responsible to facilitate daily maintenance activities, provision entitlements, and participate in ongoing oversight review activities for the business and be part of the team delivering strategic growth initiatives.

Key Responsibilities:

> Assist the 3rd Party Manager Solutions Team in their day to day responsibilities
> Perform periodic reviews as outlined in the documented Control Procedures and escalate findings to the appropriate business groups.
> Facilitate and maintain entitlement provisions for new and existing users accessing the Morgan Stanley Money Manager Portal application and the FA discretionary advisory businesses.
> Maintain internal proprietary database used to store, generate, and audit manager profiles and performance for the Advisory platform.
> Collect, maintain, and monitor product intake documentation and survey responses from Investment Advisors on a periodic basis for management of the business.
> Prepare metrics around the different oversight reviews and tasks handled within the business.
> Maintain reporting around current daily tasks and initiatives.
> Analyze large sets of data and report findings to the team.
> Enhance, maintain, and collate business informational archives, procedural, and policy documents.
> Review and respond to inquiries from Asset Managers regarding pricing policies.
> Update and maintain Product Marketing Materials.
> Research and respond to inquiries from internal partners.
> Provide project management support for various initiatives.
> Assist in the collection, storage, and application of data as it relates to the production of strategy profiles.
> Maintain content found in internal websites by ensuring accuracy as it relates to internal governance requirements. Experience

> Undergraduate degree in business, finance, accounting or other related fields.
> Understanding of project management practices.
> Business process and control environment experience preferred.
> Proven track record of executing project plans through to completion.

Skills/Abilities:

> Self-starter, high energy and motivated to tackle difficult issues.
> Strong work ethic, time management, attention to detail, and organizational skills.
> Strong working knowledge of MS Office - Particularly Excel and PowerPoint.
> Ability to work independently, promote teamwork and execute sound reasoning and judgment.
> Project management skills.
> Excellent oral and written communication skills.
> Positive attitude - capable of working well under pressure, solicit and incorporate feedback while delivering on high priority, time sensitive initiatives.
> Willing to obtain a working knowledge of investment and operational policies, procedures, and practices.
> Demonstrate an understanding of the financial services industry, Advisory products etc.

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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