Entitlements, Manager, ISG Management

Company Profile:

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

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

Department Profile:

Institutional Securities (ISG) provides products and services to corporations, governments, financial institutions and ultra-high net worth clients. Investment banking services consist of capital raising and financial advisory services, including underwriting of debt, equity and other securities, and advice on mergers and acquisitions, restructurings and project finance.

Our Equity and Fixed Income businesses include sales, financing, prime brokerage, market-making, Asia wealth management and certain business-related investments. Lending activities include originating corporate loans and commercial real estate loans, providing secured lending facilities, and extending securities-based and other financing to customers. Other activities include research.

ISG has created an ISG Data Group (IDG) to provide single point of accountability for the full spectrum of data related commercial initiatives. This ranges from the defensive risk reduction aspects of data security (both internal and external), through operational efficiency from improving data quality, to helping enhance revenue through further leveraging our data assets for providing services to our clients.

Primary Responsibilities

• Processing requests for entitlements to Morgan Stanley proprietary and third party vendor electronic trading platforms. Maintaining existing user accounts and managing queries related to them. This includes configuration and linkages to downstream systems to ensure straight through processing of trades. External platforms include Bloomberg, Tradeweb and MarketAxess.
• Processing requests for entitlements to Morgan Stanley proprietary extranet applications providing research and other services, and third-party vendor platforms delivering Morgan Stanley research. Maintaining existing user accounts and managing queries related to them. External platforms include Markit Hub, Bloomberg and Thomson Reuters.
• Processing requests for entitlements to a variety of internal risk and inventory management applications. Maintaining existing internal accounts.
• Following specified procedures for different platforms, applications, and products, managing multiple queues throughout the day, and ensuring delivery within established SLAs.
• Periodically reviewing the appropriateness and relevance of user entitlements to various applications and ensuring there are adequate information barriers.
• Driving the entitlements strategy for ISG globally which includes managing key entitlements initiatives and projects related to transfers, vendor applications, separation of duties, cyclical and ad hoc entitlement reviews
• Participating in / responding to periodic entitlement audit inquiries and reviews.
• Producing metrics/reporting of work done by the team, and data integrity. Maintain procedures database for reference.
• Using the report generation tool to generate/distribute business critical reports in response to business requests.
• Representing ISG in Firmwide working groups related to entitlements and data leakage, and advocating for solutions benefiting the process.
• Taking corrective measures for any trade flow issues resulting from incorrect setup and following up with the relevant groups to resolve any technical issues.
• Maintaining documentation related to account setup on electronic trading and research platforms.

Skills required (essential)

• Graduate/Post Graduate/ MBA/CA/CFA with a First Class or above throughout
• 6-8 years’ experience in entitlements management, trade support or similar background
• Strong working knowledge of financial products including Fixed Income, Equity products and Derivatives
• Understanding and strong focus on the mechanics of a control environment, including escalation and risk-related issues
• Excellent English and verbal and written communication skills
• Team player with ability to work in global environment
• Strong MS-Excel knowledge such as the ability to run V-Lookups and create Macros a plus
• Knowledge of automation tools like UI path, Robotics, Microsoft Power platform etc would be an added advantage
• Strong analytical and research skills
• Ability to prioritize assignments effectively
• Strong communication skills
• Attention to detail; strong organizational skills

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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.