The posting
Job Description for NON USD trading
BACHELOR'S DEGREE REQUIRED
Duties may include: Monitoring mutual fund trade queues to ensure successful daily order processing of NON USD Mutual Funds; researching customer inquiries related to mutual fund trading, dividends, and corporate action posting; processing exception trades when necessary; enforcing mutual fund trading rules and ensuring customers abide by the fund prospectus; and collaborating with other Operations stakeholders to provide a seamless mutual fund trading experience for our clients.
Requires ability to work as part of a team and respond quickly in a fast-paced environment, strong written and verbal communication skills, proficiency in Microsoft Excel, knowledge of financial services field. Must be able to learn quickly and to engage in several detailed tasks at once. Must have strong flexibility regarding the duties assigned and problem-solving skills as well as be able to work independently.
Requirements: - Experience with Excel - Strong written communication skills - Finance operations experience is welcomed but not required. ______________________________________________________________________
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.
This is an Associate Professional position at the P2 job level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
Mutual Fund Operations Responsibilities
Key Duties and Responsibilities Trade Queue Monitoring One of the primary responsibilities involves monitoring mutual fund trade queues to ensure that all daily NON USD orders are processed successfully and efficiently.
Customer Inquiry Research The role includes researching and resolving customer inquiries related to mutual fund trading activities. This ensures that clients receive accurate and timely responses to their questions and concerns.
Exception Trade Processing Processing exception NON USD trading while maintaining the integrity of mutual fund transactions, as standard procedures cannot be followed as in the case of NON USD trading.
Compliance with Trading Rules Enforcing mutual fund trading rules and ensuring that customers adhere to the guidelines set forth in the fund prospectus help maintain regulatory compliance and protect client interests.
Stakeholder Collaboration Close collaboration with other Operations stakeholders is essential to providing a seamless and efficient mutual fund trading experience for clients.
Key Responsibilities In this role, you will be expected to execute a variety of processes and functions. Leveraging your knowledge of relevant systems will help influence the team's effectiveness and success. An important aspect of your responsibilities will be recognizing risks in daily operations, identifying key issues, and actively contributing to ongoing process improvements.
Building and maintaining relationships within your team and among internal stakeholders is essential. By sharing your expertise and insights, you will help enhance overall team output.
The position requires the ability to work collaboratively as part of a team, respond quickly in a fast-paced environment, and demonstrate strong written and verbal communication skills. Proficiency in Microsoft Excel and a basic understanding of the financial services industry are necessary. You should be able to learn new concepts quickly and manage multiple detailed tasks simultaneously. Flexibility in your assigned duties and strong problem-solving abilities are important, as is the capacity to work independently. Qualifications and Skills To be successful in this role, you should have the ability to set clear goals and priorities. You will be expected to address non-standard issues within your area of expertise with minimal guidance or supervision. Subject matter expertise in the supported business area, a thorough understanding of client requirements, and the ability to maintain control while complying with client requests are essential.
You will serve as a culture carrier within Operations, embodying the Firm's core values in your daily work.
Requirements > College degree > Experience with Microsoft Excel > Strong written communication skills > Finance operations experience is beneficial but not required
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.
