Job Description

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments--Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of Shareworks by Morgan Stanley, Marketing, Retirement Plan Solutions, and Financial Wellness, Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities.

Responsibilities:

• Assist in supporting the Morgan Stanley at Work COO organization across multiple projects and stakeholders
• Create and update polished executive level reports and presentations
• Process SPAR & Consultant requests in order to shift invoices to appropriate systems, i.e. Ariba and Fieldglass
• Assist with identifying recurring payments and the registration to Morgan Stanley third party system for monthly processing
• Assist users with training for Morgan Stanley systems for procurement [Ariba], planned events [EnC] and expense submissions [Concur]
• This role will be key in ensuring the Shareworks Billing Operations and Morgan Stanley AP teams in the migration of AP from Solium legacy systems to Morgan Stanley systems to use proper systems for procurement and expense processing
• Work with the MS at Work organization and other internal stakeholders across Wealth Management to execute cross-divisional strategy
• Manage MS at Work organizational expenses and investment budget
• Provide vendor and consultant management support
• Real estate & space management planning
• Drive various business management initiatives across Morgan Stanley at Work
• Build and document flows, processes and business controls to streamline the organization and mitigate risks
• Point of contact for vendor and payment requests
• Lead training for SW regional offices [EMEA, APAC & AMER]

Qualifications

Qualifications:

• Bachelor's degree required. 2 years' experience including financial services related internships
• Experience in business strategy and management is a plus;
• Ability to work independently and possess a strong sense of accountability/ownership
• Must be a self-starter and a quick learner, able to prioritize and delegate effectively to manage delivery/execution of a wide range of tasks and initiatives
• Strong written, verbal, presentation and interpersonal skills to interact effectively with business partners and senior management
• Proficient in MS Excel, PowerPoint & Outlook
• Ability to work in a team environment and partner with multiple individuals across various groups
• Strong analytical and problem solving skills.
• Strong attention to detail, aptitude for working with numerical information.
• Experience and strong aptitude in using different processing and accounting systems.
• Demonstrated effectiveness with both oral and written communication.
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.