Portfolio Management & Execution Strategy Chief of Staff, AVP

About the position

Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The Portfolio Management & Execution Strategy Team (PMES) sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives. The PMES Chief of Staff office is responsible for creating transparency across strategic initiatives, driving operational excellence, facilitating communication, decision-making and execution. This is an exciting opportunity for a proactive, detail-oriented individual who thrives in fast-paced environment and is passionate about optimizing processes and delivering results.

Responsibilities

• Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents
• Providing meeting support including meeting set-up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings
• Providing general support including maintaining key trackers, driving items to completion, and highlighting items that require attention
• Performing data reconciliation, specifically for the budget process

Requirements

• Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required
• Minimum 5-7 years of experience in Wealth Management operations or related roles in the financial services industry
• Partnering/working with stakeholders across different areas

Nice-to-haves

• Work independently and with a team, possessing strong sense of accountability and relationship-building
• Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediation's, including when working with technology and business stakeholders
• Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
• Strong attention to detail
• Strong organizational and analytical skills
• Strong people and process management skills
• Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)