Jobs at Morgan Stanley

Tech Project Manager (Finance)
Brokerage
Location : Alpharetta, GA (No relo)
Duration 6-18mth + (3 days /wk onsite)
Citizen/Green Card
Onsite Interview

Must have:
" Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively, or in addition, any external client-facing B2B digital platform.
" Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems
" Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience
" Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams.

About the Role:
" We are seeking a highly organized, technically fluent Technical Project Manager (TPM) to lead delivery across our digital platforms for financial advisors to evaluate, implement, and manage our bespoke investment solutions.
" This platform supports the full lifecycle from solution discovery and portfolio transition analysis to account opening, transactions, and performance reporting and integrates with multiple internal systems and databases.
" Internal personas are also users of this digital platform in helping to enhance and execute against the needs of clients throughout their journey with Parametric.
" This role has overall accountability for the technical project delivery roadmap across all dependencies.
" The individual in this role will closely collaborate with engineering teams, product managers, UX Designers, business analysts, business leaders, and other key stakeholders to facilitate alignment, identify and track dependencies, establish and lead critical cross-functional team meetings, manage action items and owners, and establish a culture of accountability.
" Through their leadership in this project management role, they will help the team successfully execute its ambitious roadmap, and be accountable for accurately tracking delivery dates, escalating blockers promptly as needed to address risks as they arise, and assist in communicating roadmap status to senior stakeholders across the firm.

Primary Responsibilities:
" Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams.
" Translate product roadmaps into executable project plans, milestones, dependencies, and resourcing forecasts.
" Meet business objectives by successfully designing, implementing, and guiding programs to completion.
" Drive quarterly PI Planning by cross-functional collaboration to establish the specific deliverables committed by the team in the upcoming quarter while noting critical risk and dependencies.
" Documenting all aspects of work and presenting progress to leadership and stakeholders.
" Proven ability to manage complex technology projects that include dependencies owned by senior leaders across the firm.
" Build and maintain strong relationships with senior stakeholders and share progress reports.
" Develop a program plan, including goals, scope, schedule, and resources.
" Align program objectives with the company's strategic goals and ensure consistency with organizational priorities.
" Establish project tasks and milestones.
" Assign responsibilities to team members.
" Monitor the progress of projects and make updates when necessary.
" Collaborate with vendors, contractors, and external partners to ensure they meet program objectives and deliverables.
" Identify and mitigate risks and issues impacting program delivery and ensure projects meet deadlines and budgets.
" Troubleshoot and resolve issues that arise during projects.
" Identify areas for improvement in project management practices
" Engage with program/process owners, stakeholders and business partners as necessary to communicate project objectives, strategy, tactics, and ongoing progress. Drive alignment and build trust with stakeholders.
" Facilitate and enhance the communication and process between IT and the business to establish software engineering priorities, work direction, and best practices; includes working with key stakeholders in the business, business analysts, and developers.
" Drive effective teamwork, communication, collaboration and commitment across multiple disparate groups with competing priorities while maintaining strong business relationships.
" Effective balance member, business, and technical goals with available resources (this is really about resource allocation

Job Requirements:
" Bachelor's degree in related field required, or combination of equivalent work/education experience.
" A minimum of 10+ years of experience leading complex development and integration projects, strategy, Business Analysis or System analysis, preferably in the finance/asset management industry
" Excellent communication - both verbal and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
" Calm under pressure with competing priorities and hard deadlines
" Highly proactive problem-solver with strong escalation judgment
" Clear, confident communicator with both senior technical and business stakeholders
" Advanced experience working with Scaled Agile software development processes
" Demonstrated success leading and directing others to achieve measurable results.
" Ability to empathically understand and articulate user needs
" Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
" Comfort working with modern web architectures, APIs & microservices, Cloud-based infrastructure such as Azure and AWS, content management systems such as Sitecore and Adobe AEM
" Data & reporting platforms
" Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Teams, Miro/Lucid, Excel, SQL and Visio
" Understanding of analysis and artifact goals throughout the solution lifecycle
" Ability to learn quickly and work in a changing environment and under tight deadlines
" Ability to independently manage personal timelines and meet tight deadlines
" Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams

Highly Desired:
" Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively, or in addition, any external client-facing B2B digital platform.
" Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems
" Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience

Vice President, CDF Real Estate Portfolio and Asset Management Apply locations 1585 Broadway- NY time type Full time posted on Posted 13 Days Ago job requisition id PT-3260812 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. Morgan Stanley's Community Development Finance (CDF) team is dedicated to implementing a first-rate community development program. The department's responsibilities include community development lending, investing and grant making; community relations; regulatory relations; and regulatory compliance. The department's target market is low- to moderate-income (LMI) communities in Utah, New York, Washington DC and other regions nationwide. Primary Responsibilities The Candidate will work directly with internal staff and external partners. The position is heavily weighted towards financial analysis, project and fund performance evaluation, and requires knowledge and direct experience with affordable housing programs and tools, including Low-Income Housing Tax Credits, and an understanding of the fundamentals of multifamily real estate. Responsibilities Provide analytic, operating, and administrative support to transaction officers, with focus on affordable housing construction lending, tax equity and private equity investment products. Perform preliminary background analysis of markets and financial analysis of sponsors and guarantors. Assist in the pre-closing due diligence and in the review and approval of various project documents. Assist with originations and due diligence, financial analysis, and assembling submissions for credit review or presentation to investment committee. Ensure all internal and external closing requirements are met and appropriately documented; maintain project files. Review capital calls and approve requests to ensure proper disbursements, including analysis of tax benefit schedules, where applicable. Review monthly construction loan draws, monitor construction progress and financial performance. Assist with loan and investment quarterly and annual reviews. Liaise with Credit Risk Management and Operations department. Skills Required Strong capacity, based on experience and demonstrated success, in asset management of affordable housing developments at both the property and fund levels. Excellent interpersonal skills and ability to work effectively with numerous constituencies. Strong interpersonal skills - Freely develops networks, builds consensus, prioritizes effectively, and develops alliances across organizations and numerous constituencies. Excellent attention to detail and follow through. Strong written and oral communication skills including presentation skills. Microsoft Office including Excel and PowerPoint. Strong organizational skills and ability to work both independently and as part of a team and manage a variety of projects and tasks. Experience 5-7 years of relevant work experience. 3 years minimum required - Direct working experience with Low-Income Housing Tax Credits (LIHTC). B.A. or B.S. in Business, Finance, Economics, Accounting or other business-related field is preferred. 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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Expected base pay rates for the role will be between 110,000 and 185,000 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). #J-18808-Ljbffr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma/Equivalency Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills: Detail oriented with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer 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). #J-18808-Ljbffr

Morgan Stanley Services Group, Inc. seeks an Associate, Java / Scala Developer in Seattle, Washington Work on requirements, design, implementation, code reviews, and operational support for software services in an agile software development paradigm. Build robust software services using design principles which are highly distributed, scalable, secure and maintainable. Ensure seamless integration with customers in a fast and secure manner while increasing the customer security and decreasing the friction during the integration process. Work with and develop new Application Programming Interfaces (APIs) to ensure development teams can easily facilitate customer interactions that are secure, dynamic, and seamless for internal clients, outside vendors and business consumers. Salary: Expected base pay rates for the role will be between $141,000 and $150,000 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. Requirements: Requires a Master’s Degree in Computer Science, Computer Engineering, or related field of study and three (3) years of experience in the position offered or three (3) years as an Software Developer Engineer, or related occupation in the technology field. Requires Three (3) years of experience with: Designing highly scalable, robust and distributed systems and services under the Agile software development paradigm; Using Object-Oriented Programming and design-patterns for software development; Java 1.8; JavaScript; Python; Spring Framework; AWS Lambda and Step Function; Amazon S3; RESTFul APIs; SOAP APIs; Unix based systems; J2EE; API Gateways; Postman; Jenkins; Bitbucket; JUnit 5; Kibana; Grafana; log4j and logback. Qualified Applicants: To apply, visit us at https://morganstanley.eightfold.ai/careers?source=mscom and enter JR000502 in the search field. No calls please. EOE