Capital Markets and Core Processing Associate – Wealth Management Operations
| Company | Morgan Stanley |
|---|---|
| Location | Baltimore, MD, USA |
| Salary | $51000 – $83000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Firm understanding of Trade and Transfer Lifecycles including Trade Processing, Clearance, Settlement, ACATs, Asset Servicing, and Reconciliation
- Experience contributing towards or leading projects
- Experience with Automation (Particularly with tools such as Alteryx, PowerBI, UI Path, Tableau)
- Ability to establish clear goals and priorities and address non-standard issues within area of expertise with minimal guidance and supervision
Responsibilities
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
- Balance cash, currency and security activity at domestic and international clearing utilities and agent banks
- Manage daily reconciliations touching various aspects of Brokerage Transaction Lifecycles
- Support various reporting processes including Daily 15c3-3, Weekly Risk Reviews, and Monthly FOCUS
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output and efficiency
Preferred Qualifications
-
No preferred qualifications provided.