Morgan Stanley

Perform risk analysis of multi-asset portfolios, including market and liquidity risks, and collaborate with trading and risk teams. | Requires 3+ years in financial services, with knowledge of derivatives, risk measurement methodologies, and advanced quantitative skills. | Perform risk analysis of global multi-asset portfolios to assess market and liquidity risks, with focus on equities, rates, commodities, FX and credit Manage risk identification of model & portfolio assumptions, market inputs, pricing issues, and drive understanding of the design of respective risk measurement methodologies including VaR, stress testing, scenario analysis, liquidity analysis etc. Collaborate with the Trading, Sales, Credit and IT teams to ensure market risks are fully understood, captured and approaches challenged where necessary Work with market experts to develop a view of market conditions, ensuring deep understanding on inherent risk and be able to explain in a simple way both to internal decision makers and interested external parties, such as regulators, if required 3+ years of experience in the financial services industry, with Listed Derivatives and/or Prime Brokerage knowledge required Strong quantitative and analytical skills required Advanced degree in economics, finance, mathematics, statistics or related field preferred FRM and/or CFA charter holder (or in the process obtaining) a plus Understanding of the regulatory requirements applicable to the futures markets, and a broad knowledge of the trading, operational, and risk management practices within an FCM and/or broker-dealer This role will provide risk management expertise in complex areas and should be able to manage their own work with limited supervision Detail oriented and able to challenge business requests with an independent mindset and expert advice Able to provide clear and articulate guidance to internal stakeholders on policy and regulatory requirements, interacting with individuals at all levels within an organization Strong interpersonal, verbal and written communication skills with a high level of intellectual curiosity Knowledge of CCPs structures and their respective margin methodologies a positive Strong excel and/or python skills a plus 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. 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. Expected base pay rates for the role will be between $150,000 and $200,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Conduct credit analysis, review financial models, evaluate legal documentation, monitor credit portfolios, and collaborate on AI model validation. | Requires 2-5 years of experience in credit risk, financial modeling skills, and strong communication abilities; familiarity with leveraged finance and capital markets preferred. | Conduct credit analysis and due diligence for corporate lending transactions, process transaction approval packages, and present credit recommendations to senior CRM officers. Review financial models' integrity and generate/review credit and downside cases. Evaluate structure and terms in legal documentation in connection with the Leveraged Finance team. Conduct portfolio management activities and monitor existing credits for warning signs of potential deterioration of credit profile and recommend credit actions. Collaborate with junior and senior staff on portfolio management and/or transaction approvals. Review and draft documentation for regulatory reviews and exams. Work with technology and data science teams to define requirements and validate AI models for credit risk analysis and portfolio monitoring. Provide subject matter expertise to ensure AI applications reflect sound credit underwriting principles and regulatory standards. Participate in testing and implementation of AI tools, offering feedback to improve usability and accuracy. Bachelor's degree with 2-5 years of work experience, preferably in Credit Risk Management, Investment Banking, or Corporate Finance. Proven financial modeling experience with strong analytical skills. Ability to effectively communicate with a wide range of stakeholders, both written and verbally. Ability to work independently in a team-oriented environment. Knowledge of Leveraged Finance and capital markets products. Strong organizational skills with an interest in working in a fast-paced environment, often balancing multiple high-priority deliverables. Strong attention to detail and ability to provide information in usable formats (proficiency in Microsoft Office, including Excel, PowerPoint, and Word). Advanced degrees and/or CFA certification are not required, but preferred. Interest in technology and innovation; prior exposure in data analytics or AI concepts is a plus (not required). 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. 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. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Assist with client account management, support financial advisors, and handle administrative tasks related to client services. | Requires industry licenses, experience in financial services, and knowledge of financial products, which you currently lack. | Registered Client Service Associates (RCSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports To: Business Service Officer 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. Expected base pay rates for the role will be between $34,320 - $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Assist in managing operational processes, risk recognition, and governance in a financial services environment, supporting team leadership and process improvements. | Requires extensive experience in financial operations, risk management, regulatory reporting, and familiarity with automation tools and industry standards, which are beyond your current internship and entry-level roles. | > Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity > Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process > Train others, allocate tasks and support with first line escalation where required > Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm > Interface with multiple operations stakeholders, Business Unit, Legal, Compliance and Technology for investigation of reporting and reconciliation exceptions, identify root causes and run governance for resolution > Monitoring and governance of data quality, FINRA CAT linkage exceptions, upstream and downstream systemic issues, industry platform issues. > Ensure timely escalation of any issues to stakeholders > Improvement of controls, ensuring 100% reporting accuracy, and compliance to regulatory rules. > Understanding of Automation platforms (Alteryx/Power apps/Ui Path) to eliminate manual processes and reduce errors, is a plus > Interface with Industry forums to provide representation of the firm's requirements. i.e. Industry working groups > Take lead in moderately complex initiatives and deliverables. > Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team > Ability to operate independently with respect to some job responsibilities > Culture carrier across Operations, embracing the Firm's core values > Expertise in the trade lifecycle and the various downstream user requirements of trade and financial data > Control and Risk focus. > Excellent written and verbal communication skills and confidence to lead meetings. > Self motivated with a strong sense of ownership and accountability for tasks and people > Strong knowledge on multi jurisdiction regulatory reporting, exception investigation, material economic terms investigation and governance & metrics. > Experience with transaction reporting preferably in FINRA Consolidated Audit Trail (CAT) or CFTC (Commodity Futures Trading Commission) > Knowledge of basic terminologies used in the financial services sector. > Knowledge of project management and change management principles. > At least 4 years' relevant experience would generally be expected to find the skills required for this role 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. 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. Expected base pay rates for the role will be between $82,000 and $133,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

The job involves analyzing financial data, interpreting financial statements, and supporting deal execution in investment banking. | Requires 3-5 years of investment banking experience, financial skills, and relevant certifications or degrees. | 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors Commercial instinct and ability to perform under pressure and tight deadlines Comfortable reading and interpreting financial statements Extraordinarily high level of motivation and commitment to working hard Strong written and verbal communication skills Bachelor's degree required; an MBA, CA and/or CFA designation would be an asset Series licensing or must obtain 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. 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. Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Supporting M&A transactions through financial analysis, modeling, and client communication. | 3-5 years of experience in investment banking or related field, with strong financial analysis and modeling skills, and a relevant degree. | Morgan Stanley is a leading global 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. The Mergers & Acquisitions Department (M&A) is responsible for structuring and executing a wide range of complex domestic and cross-border transactions including acquisitions, divestitures, mergers, spin-offs, joint-ventures, asset swaps and defenses against unsolicited takeover attempts. The group works in close partnership with the firm's Industry coverage groups across sectors. We are looking for an Associate to join our New York office. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: - 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors - Extraordinarily high level of motivation and commitment to working hard - Expertise inreading and interpreting financial statements - Experience modeling related to all relevant transactions - Strong written and verbal communication, client and interpersonal skills - Commercial instinct and ability to perform under pressure and tight deadlines - Bachelor's degree required; an MBA and/or CFA designation would be an asset. Relevant degree in Business Administration, Finance, Economics, Accounting, Mathematics or related field or foreign equivalent preferred -Series licensing or must obtain 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. Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Lead business analysis, process optimization, and automation initiatives within operations, supporting transformation and risk management. | Experience in business analysis, process documentation, automation, and familiarity with AI and BI tools, with at least 4 years of relevant experience. | Undertake business analysis activities such as impact/gap analysis, business requirement gathering, use case documentation, process re-engineering, testing and TOM (Target Operating Model) design. Lead the design and implementation of automation solutions across IM Operations Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process Train others, allocate tasks and support with first line escalation where required Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team Ability to operate independently with respect to some job responsibilities Culture carrier across Operations, embracing the Firm's core values Understanding of core business analysis techniques such as design thinking, process documentation, user story documentation, functional specifications Ability to understand and document complex business processes Experience in process optimization and familiarity with technology development/testing (SDLC) Skilled in managing work queues and ensuring timely delivery of project commitments while driving transformation initiatives Ability to proactively recognize operational risks and propose actionable solutions Experience using Generative AI, Business Intelligence tools (e.g., Alteryx, Power BI), and Robotic Process Automation platforms (e.g., UiPath) to drive business transformation, process optimization, and operational efficiency At least 4 years' relevant experience would generally be expected to find the skills required for this role 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. 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. Expected base pay rates for the role will be between $82,000 and $133,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Analyze business processes, create user stories, and liaise with global teams to deliver high-quality solutions. | Minimum 10+ years in business analysis, strong SQL skills, understanding of systems design, and experience in financial services or banking. | In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Principal Business Analysis position at Vice President level, which is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. 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 WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you. Position Description The ideal candidate will analyze business processes, functions and procedures across banking product domains. The individual should be highly experienced with creating user stories, including workflow, business rules and use cases, must possess good problem-solving skills, and take ownership of items independently while tracking to closure. The candidate will liaise with global teams to understand requirements, create user stories and deliver projects. The position requires attention to detail, coupled with ownership, to ensure the delivery of high-quality applications. What you'll do in the role: • Core to our culture, work as part of a global multi-discipline team (BA, DEV, QA, and Infrastructure). • Analyze business processes, functions and procedures across multiple business units. • Mentor less experienced team members, lead by example and produce high quality requirements. • Create user stories for business and functional requirements, including workflow, business rules and use cases. • Become a subject matter expert for banking product domain, assist product owner or act as proxy when prioritizing the backlog and help define MVPs. • Meet business unit objectives including cost estimates, date commitments and functionality. • Act as liaison between business units, technology, management and users. • Assist with QA/Testing to develop test plans and more detailed test cases. • Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations. • Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions. What you'll bring to the role: • 10+ years of experience in a business analyst role. • Hands-on SQL skills and understanding of databases. • Understanding of basics of systems design such as multi-tier platforms • Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality. • Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements. • Excellent verbal and presentation skills. • Self-motivated, innovative and can work independently as well as in a team environment • Ability to multitask across a number of projects. • Proficient in MS Office applications: Excel, MS Project, Visio, Word and Powerpoint. • Willingness to learn and grow. • Experience within an Agile framework. Desired skills • Experience in financial services field, with emphasis on banking and deposits. • Understand how to create user flows and UI mockups. • Ability to read basic Java or pseudo code Educational Qualification: • Minimum BS degree in Computer Science, Engineering or a related field. We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Lead client-facing financial planning conversations, provide advanced technical guidance, and contribute to the development of financial advisors. | Requires CFP certification, 5+ years of wealth strategy experience, and strong knowledge of tax, estate, and insurance planning. | Deliver advanced technical guidance in areas such as: Tax-efficient portfolio strategies Retirement income distribution planning Executive compensation and equity planning Charitable and philanthropic strategies Risk management and insurance planning Wealth transfer, trust, and estate planning Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery Bachelor's degree required Certified Financial Planner CFP® designation required 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients Strong knowledge in tax and estate strategies, and insurance planning Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly Series 7 and 66 preferred or must be obtained as condition of employment 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. 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. Expected base pay rates for the role will be between 140,000 and 160,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Manage vendor processes, lead projects, analyze complex issues, and report on vendor performance and risks. | Experience in process management, project leadership, risk analysis, and vendor oversight, with at least 6 years in relevant roles. | We’re seeking someone to join our team as a Director on the Wealth Management Operations Vendor Management team to identify and deliver material efficiency, savings and risk reduction, while maintaining the highest levels of customer experience for our internal and external partners, alike. Our team serves as a horizontal utility within WM Operations with the goal of providing effective oversight and governance for our third-party vendor relationships, while ensuring adherence to Firm-wide Operations and Corporate Framework. 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. This is an Advanced Specialist position at Director level within the Vendor/Network Management, which is responsible for providing transaction support and managing post-execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… What you’ll do in the role: Manage complex processes and/or support significant process management/project efforts Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations Leading small and medium-scale projects within Wealth Management Operations vendor services. Ability to identify opportunities in supplier expense or to gain operational efficiencies while managing risk. Communication with senior management to provide vendor service reporting and escalation. Partnering with Operations, Technology and Field stakeholders in managing various special project initiatives. Focus on risk mitigation and reporting across WM Operations, WM Risk, WM Business and Firmwide. Partner with Sourcing to execute vendor contract renewals, amendments, task orders and monitor contract expiry. Developing objective, data driven recommendations wherever possible. Monthly/Quarterly Reporting - vendor oversight/performance, opportunities, financials, Includes meeting minutes, SLAs, RAG Ratings, Firmwide issues. Monthly CORR Reporting for vendor incidents. Vendor Incident Tracker/Corrective Action Reporting & Quality Reviews. Smaart Invoice processing and reconciliation, approval routing. iShield Monitoring and provide Key updates of program changes to relevant internal stakeholders and Produce Bi-weekly Vendor Management SPOC Reporting to Assist Service Owners to understand and address unfavorable Control Group Assessment findings. Coordinate SPAR Assessments with Control Group Assessment Teams, Service Owners and Technology and Risk and Collaborate with Service Owner, if unfavorable (Weak) assessment can be remediated by reviewing Case Closure Reports. Conduct annual vendor onsite visits for critical ranked vendors. Collection of vendors annual SSAE18 / SOC1 documentation. Coordinate review and acceptance with Service Owners & Risk to Populate Due Diligence Matrix and store in repository for evidencing and Participate in Audit Review Requests. What you’ll bring to the role: Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures Ability to think commercially, understand the impact of initiatives, risks on the operational budget Ability to address non-standard issues within area of expertise Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you Strong organizational and analytical skills and the ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner. Strong relationship management skills. Detail-oriented and highly motivated. Ability to work effectively with minimal supervision At least 6 years’ relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Expected base pay rates for the role will be between $120,000 and $173,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Oversee blockchain infrastructure, define technical roadmaps, and ensure security and compliance of digital asset solutions. | Requires 10+ years in software engineering, 3+ years in blockchain, and leadership experience managing distributed teams, with technical expertise in blockchain protocols, smart contracts, and cryptography. | Lead and mentor a cross-functional team of blockchain engineers, smart contract developers, and backend/frontend developers. Define the engineering roadmap for blockchain infrastructure, tokenization platforms, and digital asset services. Oversee design, architecture, and implementation of blockchain-based solutions, ensuring security, scalability, and compliance with applicable regulations. Collaborate with product, compliance, and operations teams to define technical requirements. Evaluate and integrate blockchain protocols (Ethereum, Polygon, Hyperledger, Canton, etc.) based on product needs. Manage the release lifecycle, CI/CD pipelines, and production reliability. Implement and enforce best practices for code quality, testing, and security. Stay ahead of industry trends, emerging standards, and evolving regulatory frameworks in digital assets. Bachelor's or Master's degree in Computer Science, Engineering, or equivalent experience. 10+ years of software engineering experience, with at least 3+ years in blockchain and tokenization. 5+ years in an engineering leadership role managing distributed teams. Strong knowledge of blockchain architecture, consensus algorithms, smart contracts, and cryptographic primitives. Experience with Solidity, Rust, Go, or similar languages for blockchain development. Familiarity with custodial and non-custodial wallet infrastructure, key management, and secure signing. Understanding of token standards (ERC-20, ERC-721, ERC-1400, etc.) and on/off-chain settlement workflows. Proven track record of delivering enterprise-grade software systems at scale. Knowledge of DvP (Delivery versus Payment) and tokenized securities workflows. Experience with cloud infrastructure (AWS, GCP, Azure) and DevOps tools. 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. 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. Expected base pay rates for the role will be between $195,000 and $275,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Supporting onboarding, due diligence, and risk assessment processes for third-party relationships, and developing related documentation and reports. | Requires 3-5 years of risk management experience, excellent communication, and familiarity with content and project management tools, which are partially reflected in your audit and risk-related experience but lack specific third-party management skills. | Facilitating the onboarding and due diligence process for new WM third-party relationships Reviewing and following up on the results of risk assessments conducted by due diligence and control groups, escalating issues for remediation/resolution within Service-Level Agreements (SLAs) Supporting WM third-party relationship managers with end-to-end lifecycle management Helping manage time-sensitive vendor-related incidents (e.g., data breaches), including tracking action items, preparing summaries for management, and coordinating post-incident “lessons learned” activities Developing and maintaining WM Vendor Risk desktop procedures and processes and creating and updating knowledge-sharing documentation Assisting with recurring and ad hoc reporting of Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) Assisting with the development of presentations for senior management and key stakeholders Bachelor's degree 3-5 years of relevant risk management experience Excellent communication skills (verbal and written) Attention to detail, strong analytical, quantitative, and investigative problem-solving abilities Strong organization and time-management skills, with the ability to swiftly transition between projects and tasks Ability to work independently, be self-motivated, and possess a strong sense of accountability/ownership Excellent MS Office skills (Excel, PowerPoint, Word) Ability to contribute to and collaborate with a global team Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology Prior experience with third-party relationship management Experience with content and project management tools, including ProcessUnity, Jira, and ServiceNow Familiarity with visualization tools (e.g., Tableau, Dataiku) 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. 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. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Partner with Financial Advisors to create personalized financial plans for high-net-worth clients, providing advanced technical guidance and client-facing support. | Requires CFP certification, 5+ years of wealth management experience, proficiency with financial planning platforms, and knowledge of tax, estate, and insurance strategies. | Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life’s most complex financial questions. Position Summary The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics – including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation – elevating client engagement and enhancing outcomes. Key Responsibilities Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro®, and Morgan Stanley’s proprietary planning platform and modeling tools. Deliver advanced technical guidance in areas such as: Tax-efficient portfolio strategies Retirement income distribution planning Executive compensation and equity planning Charitable and philanthropic strategies Risk management and insurance planning Wealth transfer, trust, and estate planning Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery What Makes This Role Unique Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management – driving long-term firm growth Qualifications Bachelor’s degree required Certified Financial Planner CFP® designation required 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients Strong knowledge in tax and estate strategies, and insurance planning Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent.) Series 7 and 66 preferred or must be obtained as condition of employment **Candidates will be considered for the following locations: Seattle, WA Kirkland, WA Bellevue, WA San Francisco, CA Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Assess and manage financial crimes risks related to MSBNA customers, oversee compliance programs, and lead initiatives to reduce financial crimes exposure. | Requires 8+ years of experience in BSA/AML regulations, strong leadership, and expertise in AML/KYC, with relevant certifications like ACAMS preferred. | The MSBNA FCRO Vice President (VP) is part of the MSBNA FCRO Team, and is responsible for reviewing and assessing financial crimes-risk relevant activities related to MSBNA. The MSBNA FCRO VP will assess Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Know Your Customer (KYC), and reputational risk matters identified through the execution and management of the Firm's Financial Crimes Risk protocols for new, existing, and prospective MSBNA customers. This includes managing programs and processes to examine potential Financial Crimes Risk exposure of MSBNA and the overall Firm. In addition, the MSBNA FCRO VP will be responsible for review and escalation of issues and risks related to these programs and processes. The MSBNA FCRO Vice President will: Implement and manage the 1L Financial Crimes Risk program requirements and controls Provide subject matter expertise, guidance, and training to 1L Financial Crimes Risk staff who perform AML, KYC, and EDD reviews for MSBNA customers Manage and assess the financial crimes risks associated with all MSBNA customers (including all risk rating levels) and the overall MSBNA business Provide day-to-day support including financial crimes risk advice to New Client New Business (NCNB) and Periodic Review teams (including DDR, EDR, and Remediation teams) Perform financial crimes risk review of MSBNA products and services, including New Product Approval Process Perform financial crimes risk review of MSBNA customers identified and escalated as part of the WM and ISG Consequence Framework review processes Assist in review and escalation of MSBNA customers escalated via the Negative News and Reputational Risk Escalation Process Actively manage and assist in strategic initiatives to promote process standardization, efficiency improvements, and financial crimes risk reduction Providing financial crimes risk management and advisory services in support of the maintenance and growth of the MSBNA business Assist and lead key projects and initiatives related to assessing and mitigating the Firm's exposure to money laundering and reputational risk-relevant activities Assist pipeline management and overall engagement with Business Unit, Operations, Technology, and Second Line of Defense Global Financial Crimes partners and stakeholders to onboard new, existing, and prospective MSBNA customer relationships Actively identify, measure, control and remediate money laundering and reputational risk issues with partners and stakeholders in Business Unit, Operations, Technology, and Second Line of Defense Global Financial Crimes Partner with the Second Line of Defense Global Financial Crimes Compliance teams to monitor client relationships on an ongoing basis and ensure compliance with regulatory expectations investigate, identify issues, impacts and trends to propose comprehensive solutions work independently and in a team environment handle highly confidential information with appropriate discretion work in a matrixed organization, leveraging resources across the organization to complete deliverables Have 8+ years of relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.). Bachelor's degree in Business, Finance, or other, related field Strong leadership qualities with the ability to manage teams and evidence a strong work ethic as well as a high degree of integrity Strong knowledge of Know Your Customer (KYC), Customer Identification Program (CIP), and Customer Due Diligence (CDD) requirements Strong interpersonal skills and ability to communicate effectively both verbally and in writing Ability to evidence a strong work ethic and maintain a high degree of integrity Working knowledge of Microsoft Office (MS Excel, MS PowerPoint, MS Word) Experience with data analysis related to the management of a financial crimes risk program Expertise in managing programs focused on ensuring quality within AML programs Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus 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. 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. Expected base pay rates for the role will be between $140,000 and $205,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Support investment efforts through due diligence, financial modeling, and portfolio monitoring. | Requires 2+ years of relevant experience, strong financial modeling skills, and private credit or investment banking background. | Job Description Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley’s extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies’ unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit (“MSPC”) is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending (“MSDL”) is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: Work with senior and junior members of MSDL to conduct due diligence on new opportunities Perform in-depth sector and company research and detailed financial modeling Prepare credit investment memoranda Assist with the negotiation of term sheets, commitment letters and credit documentation Monitor portfolio company results as well assist with add-on financings and amendments Bachelor’s Degree Strong academic record and job performance Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models Strong written and verbal presentation skills Ability to work effectively on multiple projects in a fast-paced environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Expected base pay rates for the role will be $110,000 - $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Illinois- Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Support development and management of financial planning tools, including requirements gathering, testing, and collaboration with product teams. | Minimum 5 years in financial planning or wealth management, 2-3 years in business analysis, experience with agile methodology, strong communication skills, and UAT experience. | Key responsibilities will include but will not be limited to the following: As part of the Financial Planning team, this individual will support the development and management of the firm's financial planning and advice tools. Business requirement development and agile story development, including story grooming, impact analysis and issue tracking and resolution. Assist with requirements socialization and approval process. Facilitate business requirement elaboration and analysis sessions to drive the development of functional requirements. Work directly with the product owners to ensure that specific initiatives supporting the platform strategy are executed. Work closely with user experience teams to design solutions that meet business needs. Review functional and data requirements. Review test plans, test scripts and test data for UAT phase. Review test results and participate in user acceptance testing, including participating in defect status / review meetings, reporting issues, provide guidance and clarification to UAT team and sign off on required changes. Assist in release events and required regression testing BS/BA degree required. Advanced degrees a plus. A minimum of 5 years of professional experience preferably in financial planning or wealth management 2-3 years of business analyst experience, preferably in the financial planning tool development space Experience with agile development methodology Understanding of financial planning concepts Excellent organizational skills with an ability to handle multiple projects Ability to interact effectively and collaborate with other Business Analysts, product owners and business partners Effective problem solver Experience with business analysis and requirements documentation Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately Independent self-starter who can manage multiple activities to aggressive deadlines Experience with user acceptance testing 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. 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. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Reviewing workflow for research and strategy products, ensuring regulatory compliance, and providing approvals for distribution. | Series 16 supervisory analyst experience, strong editing skills, ability to work under tight deadlines, and effective communication skills. | Reviewing workflow for Equity research/strategy/economics products (reports, presentations, podcasts, videos, etc.) for content quality and adherence to relevant regulations and business standards Providing regulatory approval for research/strategy/economics products to be distributed to investors Ensuring that appropriate disclosures are included for all approved products Series 16 3 - 5 years Supervisory Analyst experience Strong editing skills, particularly working on material from authors with English as a second language Bachelor's Degree, at minimum Ability to work under intense deadline pressure with different constituents, while maintaining close attention to detail Ability to communicate efficiently and effectively by phone, email, IM, or in person with analyst teams and global editorial colleagues Strong team player: Professional, committed, flexible, and diplomatic at all times Flexibility to work outside of regular hours if needed (i.e., providing vacation coverage) Solid PC / technology skills (Outlook, Word, Excel, PowerPoint, Web-based publishing) 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. 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. Expected base pay rates for the role will be between $120,000 and $200,000 per year for Associate, and between $140,000 and $250,000 per year for VP, at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Oversee risk, compliance, and supervisory functions at a branch, ensuring adherence to policies, managing audits, and liaising with legal and compliance teams. | Bachelor's degree, active licenses (Series 7, 8/9/10, 63, 65/66), experience in risk or compliance, strong communication, and supervisory skills. | Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and/or the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Monitors and implements procedures to manage all facets of risk, including data security Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Market has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Assists in the review and on boarding of FA recruits Bachelor's degree required or equivalent education or experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow and assignments in a deadline oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong work ethic 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. 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. Expected base pay rates for the role will be between $120,000 and $160,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Manage and deliver strategic technology risk and control programs, ensuring timely and within-budget execution, stakeholder engagement, and risk mitigation. | Requires at least 10 years of project management experience, proven ability to lead large programs in risk and controls, and experience with agile and waterfall methodologies. | We're seeking someone to join our team as a Technology Risk & Controls Program Manager. Positioned to be the best in class of program execution across Technology at Morgan Stanley, the Strategic Programs Execution (SPE) is a Super Department in Cyber, Data, Risk and Resilience (CDRR). This function facilitates enhanced delivery capability to effectively manage the increasing pipeline of critical technology, regulatory, risk and control-based programs. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Program Management Support position at Manager level, which is responsible for providing specialist data analysis and expertise that drive decision-making and business insights as well as crafting data pipelines, implementing data models, and optimizing data processes for improved data accuracy and accessibility, including applying machine learning and AI-based techniques. Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. This individual will work with multiple Firmwide senior technology and business stakeholders to manage, plan, track, and communicate on strategic CDRR programs of work. The candidate should have a background in agile working across divisions and technologies with decentralized teams and stakeholders. They should have a background in leading by influence rather than reporting lines and be able to solve complex problems through structured approaches. Additionally, this individual should have excellent verbal and written communication skills and be able to drive delivery. What you'll do in the role: Responsible for delivering the new capability through the management of the programs and projects/workstreams on behalf of the Program Director Managing the finances/budget, monitoring expenditure, costs and any realized financial benefits Planning the program and monitoring its overall progress, resolving issues and initiating corrective actions where required Facilitating the appointment of individuals to the program teams Ensuring the program delivers outputs n time to cost and to the required level of quality, in accordance with the program plan Optimizing the use of resources (people and other) Managing any 3rd party contributions as required Communicating with all stakeholders Managing any dependencies, interfaces and assumptions Management of the program risks ensuring successful outcome Reporting progress on a regular cadence Management of the drafting of Steering Committee decks and confirming who is to present what at the subsequent meeting Production and upkeep of the Program Charter Ensuring effective business engagement and business readiness activities are effectively managed and reported What you'll bring to the role: Effective interpersonal and communication skills Ability to cate a sense of community amongst the disparate members of the project teams Strong knowledge of techniques for planning, monitoring, and controlling programs Knowledge of project management approaches and methodologies Knowledge of budgeting and resource allocation procedures Proven seniority and credibility to advise project teams on their projects in relation to the program Ability to find ways of solving or pre-empting problems Strong project/program management skills in an agile working environment Strong verbal and written communication skills; ability to act as a bridge between multiple business Requirements: At least 10 years demonstrable project management experience Proven track record of operating at program manager level Experience leading change in a risk, controls, compliance, cyber environment Proven track record of leading and executing projects/programs using waterfall and agile methodologies WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Expected base pay rates for the role will be between $195,000 and $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Lead strategic change initiatives, coordinate cross-functional teams, and manage program milestones and risks. | Requires 5+ years in wealth management, consulting, or similar, with strong analytical, strategic, and communication skills, and experience with Agile or AI solutions. | Help lead and drive critical strategic change initiatives, from concept through post-execution measurement. This can include gathering and creating business process flows, performing impact analysis, end-to-end user testing and feedback support, pilot/national roll out planning, supporting execution activities such as communications and change management, and tracking success metrics. Liaise between business, technology, operations, and field service teams to deliver platform solutions and new process creation. Plan, structure, and facilitate meetings with cross-functional teams, control partners, and senior management to facilitate alignment and decision-making. Build trusted relationships with stakeholders across a range of functions to anticipate needs, gather input, and ensure clear communication. Lead program milestone management, end-to-end program tracking, coordination, and risk/issue escalation. Provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models. Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs. Must be highly motivated and an independent leader with a strong work ethic Exceptional written, verbal, and visual communication and story-telling skills. Self-starter with a strong sense of ownership, accountability, and entrepreneurial spirit. Ability to effectively manage ambiguity and apply problem solving skills Able to prioritize and manage multiple concurrent initiatives Ability to simplify and communicate complex subject matter At least 5 years of relevant experience in wealth management, consulting or careers where a similar skill set is developed and demonstrated. Bachelor's Degree required. Strong analytical, strategic thinking and problem-solving skills. Experience with Agile or application development methodology for technology projects is a plus. Experience designing and delivering Agentic AI and/or Generative AI solutions a plus. Experience delivering enterprise workflow and intelligent automation solutions a plus. 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. 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. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.