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Portfolio Management & Execution Strategy Chief of Staff – AVP
| Company | Morgan Stanley |
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| Location | New York, NY, USA |
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| Salary | $85000 – $135000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Bachelor’s degree in finance, economics, or related field, or an equivalent combination of training and experience required
- Minimum 5-7 years of experience in Wealth Management operations or related roles in the financial services industry
- Partnering/working with stakeholders across different areas
Responsibilities
- Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents
- Providing meeting support including meeting set – up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings
- Providing general support including maintaining key trackers, driving items to completion, and highlighting items that require attention
- Performing data reconciliation, specifically for the budget process
Preferred Qualifications
- Strong attention to detail
- Strong organizational and analytical skills
- Strong people and process management skills
- Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)
