Investment Management Reporting Job in India at Morgan Stanley

Job Description

Company Profile 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. Department Profile Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has 482 billion in assets under management or supervision as of December 31, 2017. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Background on the Team The position would be responsible for performing Portfolio and Client Reporting function for Investment Strategies across MSIM. While preparing and delivering reports for the clients? remains the core responsibility, there are other tasks as well which form part of this role. These include replying to client enquiries, request for data/reports from the Investment team, Sales team, Clients, etc. The Reports prepared could range from very simple, standard reports which are mainly automated (system generated) or highly customized (complex) reports dictated by the clients which can be quite manual in nature. The form in which they are delivered could be excel files, pdf files, word document, power point presentation and other such medium. Some of the common report types are Performance files, Positions/Holdings, Transaction Reports, Asset Compositions, Ratings Breakdown, etc. All reports must be delivered as per the frequency agreed upon (monthly, weekly, quarterly, etc) and as per the deadline set. The deadlines could even be on demand. This position would require the individual to work closely with functional teams in other regions and involve liaison & interaction with global stakeholders including portfolio managers, actual clients, etc Primary Responsibilities Reporting to Internal and External clients – production, handling queries & data requests Maintaining a task list and following up with other teams responsible for data /reports sourced from them Tracking each deliverable per the deadlines set and ensuring no lapses occur Following maker & checker process for each deliverable with zero tolerance for inaccuracy Periodic Risk and Exception reporting to senior management Involvement in projects related to the job function Following up with IT for any development needs or issues raised with the current reports

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About Company

Company: Morgan Stanley

Company Location:  India

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