Your Opportunity as an Analyst in GWMG Operations Group

The Global Wealth Management Group Analyst Program is a competitive 24 month non-rotational program. The Analyst program kicks off in early July with a comprehensive orientation and training program designed to help Analysts become acclimated to the firm.

Morgan Stanley’s GWMG Operations Division is responsible for post- execution trade processing and internal controls from trade entry through settlement custody and client reporting.  Operations is also responsible for the support of proprietary and customer transactions of both primary and secondary trading in listed and over-the-counter transactions in commodities, equity and fixed income securities, and structured derivatives. We support our individual investor clients, Financial Advisor and branch networks through client service centers. Additional products and Retirement Services supported by GWMG Operations include insurance, mutual funds, alternative investments, and personal trusts. Opportunities are available to work closely with colleagues in the Managed Money, Accounts and Services, Capital Markets, Insurance and Planning Solutions, Retirement Solutions, the Private Wealth Management Group, and National Sales business units to process complex transactions, solve operational problems, respond to business issues and client needs, assist in risk management, conduct revenue analysis and participate in Firm re-engineering projects.

Operations core responsibilities:

• Ensure transactions are settled and correctly recorded
• Develop and maintain strong client relationships
• Ensure all operational risks are recognized and managed, and internal controls are complete and operating effectively
• Provide value-added support in new markets and new products
• Partnering with technology to realize the full potential of IT and e-solutions
• Continually seeking opportunities for improvement and delivering innovative solutions

What do Operations Analysts do?

Analysts are engaged in daily operations activities and also have opportunities to work on a variety of special projects.  Specific job responsibilities vary between departments but may include desk/trade support, financial advisor an/or branch support, custody services, client service and relationship management, metrics analysis and reporting, transaction exception handling, settlement and reconciliation, risk management and control, new account and client reporting, and banking and cash services.  Analysts are also engaged in strategic projects such as developing, producing, and analyzing operational performance metrics to help identify areas in need of improvement. Various project roles provide opportunities to understand the front-to-back business processes and supporting technical infrastructure to engineer solutions that enable growth of new products/services or reduce costs and risk.

Developing Your Career
What you can anticipate as you make progress and after completing the program

High-performing Analysts can anticipate placement in a variety of GWMG roles including product groups and strategic functions. The experience may also include an opportunity to gain exposure to both corporate and branch-related activities.

Senior management takes a keen interest in your progress as an Analyst, and will look to you for fresh perspectives and new ideas. You will be encouraged to take on responsibility quickly with a view to developing your career.

Is Global Wealth Management Right for You?
A checklist to help you decide if you have the skills and temperament for this area

• You effectively communicate ideas and opinions.
• You think on your feet and respond to challenges effectively.
• You are poised and confident.
• You consider yourself resourceful and thorough.
• You are a self-starter.
• You demonstrate leadership skills.
• You are involved in your community.
• You can understand and interpret numeric data, especially as it relates to financial services.
• You are innovative and think creatively.
• You have the ability to multitask in a fast-paced environment.
• You pay close attention to detail.

Requirements

Requirements include an undergraduate degree with a relevant major such as Business, Economics, or Industrial Engineering, a minimum 3.0 GPA, and a keen interest in the financial services industry. A resume that shows work experience in a related field is also required.

Selection Process

Depending on your school, interviews may take place on campus or at Morgan Stanley. Interviews are conducted by senior managers, former Analyst Program participants, and Human Resources. Successful candidates can expect two to three rounds of interviews.

How to Apply

Please visit our website at: http://www.morganstanley.com/about/careers/recruiting/apply.html. You should also check with your career center for specific campus application deadlines.

Deadlines

For application deadline information, please consult with your school’s career center.

	Your Opportunity as an Summer Analyst in GWMG Operations Group

An overview of this program’s objectives and how you can benefit

The Global Wealth Management Group Summer Analyst Program is a competitive 10-week program. Placements in the Products Group portion of the business include areas such as Alternative Investments, Mutual Funds, Banking & Lending and National Sales Administration. There are also positions available in the Markets Group, Private Wealth Management, GWMG Operations Group and GWMG Information Technology. Placements in these areas include Individual Fixed Income, Equities, Risk Control, Collateral Management, Software Development and PWM Sales. The Summer Analyst program commences in late May/early June (depending on track) with a comprehensive orientation designed to help summer analysts become acclimated to the firm. 

GWMG Operations Group

Morgan Stanley’s GWMG Operations Division is responsible for post- execution trade processing and internal controls from trade entry through settlement custody and client reporting.  Operations is also responsible for the support of proprietary and customer transactions of both primary and secondary trading in listed and over-the-counter transactions in commodities, equity and fixed income securities, and structured derivatives. We support our individual investor clients, Financial Advisor and branch networks through client service centers. Additional products and Retirement Services supported by GWMG Operations include insurance, mutual funds, alternative investments, and personal trusts. Opportunities are available to work closely with colleagues in the Managed Money, Accounts and Services, Capital Markets, Insurance and Planning Solutions, Retirement Solutions, the Private Wealth Management Group, and National Sales business units to process complex transactions, solve operational problems, respond to business issues and client needs, assist in risk management, conduct revenue analysis and participate in Firm re-engineering projects.

Operations core responsibilities:

• Ensure transactions are settled and correctly recorded
• Develop and maintain strong client relationships
• Ensure all operational risks are recognized and managed, and internal controls are complete and operating effectively
• Provide value-added support in new markets and new products
• Partner with technology to realize the full potential of IT and e-solutions
• Continue seeking opportunities for improvement and delivering innovative solutions

Job Responsibilities

As a business analyst, you are responsible for defining a complete business process and presenting it to the GWM Technology team. As a software developer, the summer analyst creates scripts to automate the testing of functions within the financial advisor workstation.

Developing Your Career
What you can anticipate as you make progress and after completing the program

High-performing Analysts can anticipate placement in a variety of GWMG roles including product groups and strategic functions. The experience may also include an opportunity to gain exposure to both corporate and branch-related activities.

Senior management takes a keen interest in your progress as an Analyst, and will look to you for fresh perspectives and new ideas. You will be encouraged to take on responsibility quickly with a view to developing your career.

Is Global Wealth Management Right for You?
A checklist to help you decide if you have the skills and temperament for this area

• You effectively communicate ideas and opinions.
• You think on your feet and respond to challenges effectively.
• You are poised and confident.
• You consider yourself resourceful and thorough.
• You are a self-starter.
• You demonstrate leadership skills.
• You are involved in your community.
• You can understand and interpret numeric data, especially as it relates to financial services.
• You are innovative and think creatively.
• You have the ability to multitask in a fast-paced environment.
• You pay close attention to detail.

Requirements

Requirements include an undergraduate degree with a relevant major such as Business or Economics (Computer Science (GWMG Information Technology) and Engineering (GWMG Information Technology & Operations) in addition), a minimum 3.0, 3.2, or 3.5 GPA depending on track, and a keen interest in the financial services industry. A resume that shows work experience in a related field is also required.

Selection Process

Depending on your school, interviews may take place on campus or at Morgan Stanley. Interviews are conducted by senior managers, former Analyst Program participants, and Human Resources. Successful candidates can expect two to three rounds of interviews.

How to Apply

Please visit our website at: http://www.morganstanley.com/about/careers/recruiting/apply.html. You should also check with your career center for specific campus application deadlines.

Deadlines

For application deadline information, please consult with your school’s career center.