Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.
Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.
A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Overview on Wealth Management
Wealth Management and Investment Management Technology (WMIMT) is responsible for the design, development, delivery, and support of the technical platform behind the products and services used by the Business.
Morgan Stanley Wealth Management (WM) is a product of the acquisition of Smith Barney from Citigroup, which was completed in June 13.
Its core client base is individual investors, small- to medium-size businesses and institutions, and high net worth families and individuals.
In the second half of 14, WM reached a milestone, with its business having surpassed $2 trillion in total client assets.
Investment Products & Services IT (IPSIT) delivers technology solutions and services, primarily supporting the Investment Products and services business within Morgan Stanley Wealth Management.
The technology is mainly aligned to those businesses which include Mutual Funds and 529s.
Major Applications in Mutual Funds are :
Mutual Fund Trading Application -
This application caters to all the trading needs for MF products. It handles RoA calculations, LoI setup and other Mutual Fund trade processing.
Mutual Fund Trading Networking Application -
This is the industry standard for mutual fund account reconciliation and dividend processing. Through Networking, all customer account-
level information whether in an omnibus or non-omnibus environment can be exchanged and reconciled between fund companies and broker / dealers and other distribution firms, allowing identical information to appear on all parties’ records.
SIP / SWP -
This application enables user to setup automated investment and withdrawal options. The application also generates trades based on user preferences.
Institutional Money Market Funds Trading platform.
This is the in-house sub accounting platform. It accumulates user trades and generates Omnibus trades.
Role & Responsibilities :
The responsibilities of the individual will be to :
Primary Skills / Must have :
Nice to have :
Secondary Skills / Desired skills :
Business and Operations