Job Vacancy Investment Management Operations – Operations Specialist Morgan Stanley


Job title: Investment Management Operations – Operations Specialist

Company: Morgan Stanley

Job description: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

The Investment Management Operations group supports the equity, fixed income, liquidity and alternative businesses for Morgan Stanley Investment Management (MSIM), providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data and performance and attribution analysis. MSIM Operations also provides mutual fund support, derivative processing, and counterparty and credit event management.

Basic Purpose:

Respond to account and product inquiries from shareholders and registered representatives regarding mutual fund accounts along with Calvert investment products while providing administrative support to internal and external sales teams and other internal departments as needed.

Primary Responsibilities:

Provide information to shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered by Calvert and operational procedures

Provide in-depth fund information to shareholders and registered representatives

Work as part of a team offering superior customer service to our clients while also supporting our internal and external sales forces

Participate in various departmental projects as needed

Analyze and diagnose problems while coordinating with other individuals to reach a resolution

Remain current on economic events, Calvert corporate actions and department specific topics

Qualifications Experience / Knowledge Required:

BS/BA degree preferred

FINRA license requirements within the first year: SIE, 6 or 7, and 63 or 66

Successful candidates will possess strong communication, problem solving, and organizational skills

The desire to assist customers via telephone in a professional manner

A strong interest in the Financial Services industry

Precision and accuracy skills for data entry and trade processing

Ability to accept and respond to suggestions for improvement delivered in regularly scheduled performance feedback sessions

Ability to work independently and within a team atmosphere

Ability to adhere to a structured schedule and meet the changing needs of a call center

Commitment of 15 months in the call center

Computer experience preferred (MS, Word, Excel, and PowerPoint)

Expected salary:

Location: Boston, MA

Job date: Fri, 08 Jul 2022 07:28:57 GMT

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