Business Management, WM Administration, Associate, Wealth Management

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across businesses.

Morgan Stanley is an equal opportunity 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.

Department Profile:

The Wealth Management Analytics & Data (A&D) organization is a key growth area within Morgan Stanley’s Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. The team owns all the executive reporting, insights, and predictive modeling in support of Wealth Management business. The use of analytics and data will be a key driver in accelerating growth across client segments, enabling data-driven decision making and delivering the best client experience.

Position Summary:

We are looking for a high-energy and self-starter team member to help oversee the operations of a global team while getting exposure to WM leadership and the function of A&D. The candidate will work closely with A&D COO team in aspects like budgeting, recruiting, headcount, space management and team engagement. The ideal candidate should possess strong communication skills and display proactivity and execution focus.

Key Responsibilities:

Key responsibilities will include but will not be limited to the following:

• Oversee end-to-end headcount tracking for the global team (open roles, approvals, recruiting pipeline/status, start dates) and produce regular updates for leadership
• Support office space planning and seating needs across global locations in partnership with Real Estate/Workplace stakeholders
• Serve as the primary point of contact for expense report guidelines and monthly operating budgets; track actuals vs. budget and investigate variances
• Coordinate with Business Control Risk partners on applicable WM Analytics & Data policies/procedures, business continuity planning, and required governance documentation (e.g., GOC materials), ensuring deliverables are accurate and delivered on time
• Support team engagement and operating cadence (newsletters, town halls, all-hands, leadership updates), including content preparation, logistics, and follow-ups/actions.

Experience:

• Bachelor’s degree in Business Administration; MBA preferred
• 2-3 years of experience in COO space or Business Management space (overall 3-5 years), preferably in the financial services industry

Required Skills:

• Strong analytical and problem-solving skills
• Experience in business administration, budget & vendor management
• Proven relationship-building and collaboration skills
• Strong written and verbal communication skills; ability to interact at all levels of the organization and tailor messages appropriately
• Ability to multi-task under tight deadlines
• Strong presentation skills, including the ability to create polished PowerPoint presentations for various levels of management

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.

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.