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.
At Morgan Stanley Budapest, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modelling, Finance, Risk Management, Wealth Management, and Data & Analytics from our state-of-the-art offices near the Danube and our City Gate office in the heart of the city centre.
Morgan Stanley’s Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business.
Position Summary:
The IIS EMEA team supports onshore partners by delivering key operational activities that help the business meet fiduciary obligations, maintain high standards of accuracy, and drive consistent execution across workflows.
Regulatory Operations / Performance Reporting Support – assisting with performance reporting across third-party platforms and tools, responding to inquiries, performing quality assurance and self-testing, and supporting accurate, timely reporting.
Alternative Investments Document & Data Processing – supporting daily retrieval, processing, workflow execution, and archiving of alternative investment statements and related documents into centralized repositories, while ensuring operational accuracy and control adherence.
You will collaborate with a variety of cross-functional and global stakeholders to identify trends, align processes, and continuously improve efficiency. Your role also includes team enablement responsibilities such as supporting communications, organizing team routines, maintaining shared resources, and promoting best practices.
What you’ll do in the role:
Execute performance reporting functions across multiple client platforms (e.g., PARis, Envestnet, and other third-party tools) aligned to client requirements, including:
Accurate data entry and validation using client statements and supporting documentation
Completion of quality assurance (QA) checks to confirm accuracy, completeness, and adherence to defined standards
Produce ad-hoc performance reporting by gathering required data attributes, validating inputs, and ensuring outputs meet established reporting standards and governance expectations.
Retrieve, process, and archive alternative investment statements and related transactional documentation into a centralized repository, ensuring correct indexing, version control, and audit-ready record retention practices.
Run daily workflows for alternative investment document intake, ensuring consistent handling, completeness checks, and appropriate routing/escalation in line with documented procedures.
Support day-to-day operational inquiries from onshore partners regarding document processing, workflow status, exceptions, and repository usage, providing timely updates and clear issue resolution paths.
Conduct self-testing and control assurance activities for tasks executed by the Budapest team to confirm compliance with defined procedures, guidelines, and control requirements; document evidence and outcomes as required.
Identify trends, recurring errors and process risks, documenting findings, including root-cause investigation to take corrective action and establish prevention measures
Build and maintain good working relationships with cross-functional and global partners to ensure coordinated delivery, consistent service standards, and effective stakeholder communication.
Support process standardization and best-practice sharing by helping align differences across teams, contributing to procedure documentation, and participating in alignment discussions to improve consistency across supported workflows.
What you’ll bring to the role:
1-2 years of relevant financial services industry, project management, strategy, or related experience preferred.
You ar highly motivated and takes initiative.
You are passionate to learn and grow, not afraid to ask questions and raise their hand, and shows general interest in internal growth.
Positive contributor to our team’s culture, with a focus on empathy, giving back and teamwork.
Clear and confident communicator and has excellent presentation skills in the English language.
Demonstrates effective time management, good organizational skills and attention to detail.
Proficiency in Microsoft Office applications (i.e. PowerPoint, Excel, Word, etc.)
#LI-NI1 #BPDBA #LI-hybrid
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- Few years of relevant financial services industry experience
- Experience in project management or strategy
- Motivation and initiative
- Clear and confident communication skills
- Proficiency in Microsoft Office applications
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
