Junior Business Analyst
Company: Morgan Stanley
Location: Baltimore
Posted on: April 19, 2024
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Job Description:
Description:*This role starts on-site* *Only considering LOCAL
candidates*BACHELOR'S DEGREE REQUIREDThe Asset Servicing Associate
serves as a subject matter expert regarding Corporate Actions for
Morgan Stanley Wealth Management. Ensure timeliness and quality of
corporate action announcements, reconciliation, and resolution of
residual differences. Applicants should have the ability and drive
to provide exceptional service for Morgan Stanley Financial
Advisors, their Support staff, and other Operational
counterparts.Other responsibilities and functions includes:- Risk
analysis and mitigation- Assisting in process improvement
initiatives- Process documentation- Compilation and distribution of
various management and regulatory reports- Serve as a subject
matter expert in regards to Corporate Actions on Equity and Fixed
Income products for Morgan Stanley Wealth Management- Provide
incoming phone calls and case management service support- The
associate will ensure the timeliness and quality of Corporate
Actions announcements and events (Mandatory, Voluntary, Income
Processing, Class Actions and Proxy Voting) that generates
appropriate bookkeeping entries for entitled holders, and
reconciliation and resolution of residual differences- Understand
and concisely explain complex issues, and processes, such that
stakeholders up and down the seniority chain are able to understand
issues and processes.Skills required:- Strong written and oral
communication skills- Strong interpersonal and client service
skills using video and phone technologies- Critical thinking and
active learning: Ability to identify basic problems and establish
new solutions.- Data Integrity and Validation (ability to identify
anomalies and potential risk)- In addition, an individual should
understand process drivers and elements of risk inherent to
specific processes. Works to augment and enhance technical skills
as needed.- Client impact: An understanding of how an individual's
processes impact the overall client experience. Provides input in
defining client needs and implements solutions. Correspondence to
client inquiries (both internal and external clients) occurs in a
timely and professional manner.- Communication Skills: The ability
to express ideas clearly, demonstrating the capacity to communicate
effectively both verbally and in writing.- Efficiency, Ownership,
and Teamwork: The ability to work independently and with a team to
complete tasks in a timely and accurate manner, utilizing available
tools to expedite the process in a telework and office
environment.- Contribute analytical capability and/or knowledge and
experience to problem resolution and idea generation.Skills
Desired:- Working knowledge of basic financial principles-
Exceptional client service skills and practices using telephony and
other Firm technology- Analytical skills with an understanding of
systems dependencies and downstream financial impact. (i.e. Excel,
SQL, Tableau, Python, etc.)Top 3 Skill Sets:- Strong written and
oral communication skills- Strong interpersonal and client service
skills using computers (desktops) and telephone systems- Critical
thinking and active learning in a telework/remote or in an office
environment with ability to work independently and take ownership
of identifying basic problems and establish new solutions.
Keywords: Morgan Stanley, Eldersburg , Junior Business Analyst, Professions , Baltimore, Maryland
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