Morgan Stanley

Associate - Portfolio Manager - Digital Client Experience & Platforms - Wealth Management

Posted On

April 9, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 7, 2025

Job Description

About Us
Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services.
At Morgan Stanley India, we are shaping the future of our global business and contributing to our local community. Our team works with the Wealth Management Platforms group from our office in Mumbai/ Bengaluru.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Division Profile
The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out.

The Portfolio Management & Execution Strategy Team sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives.

This specific role will be supporting the Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley and E*TRADE clients.

Position Summary
As part of the PMES PMO team, the Program Management Associate is responsible for a variety of functions that support our PMO team across all platform areas. Supporting the PMO team will be key to achieving senior leadership's vision of building platforms that stand out from our competitors and delivering superior investment capabilities. The Program Management Associate will be responsible for driving reporting and providing presentation and meeting support. Key Responsibilities
- Reporting on progress at various levels of detail for a variety of audiences on a weekly, monthly, quarterly basis. Manage a comprehensive deliverable roadmap across the organization, providing a clear view of progress, accomplishments, and upcoming challenges. Synthesize complex information from multiple product and technology teams into a coherent report, highlighting the status, risks, and issues
- Providing meeting support including meeting setup, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings
- Providing general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention
- Performing data reconciliation, specifically for the budget process
- Serving as a liaison and provide additional support for the offshore Platform functions
- Release notes and summaries suitable for various levels of the organization

Qualifications
- Bachelor's degree in Finance, Economics, or related field, or an equivalent combination of training and experience required
- 3-5 years of professional work experience in the financial services industry, Wealth Management, or consulting with a focus in project / product management or technology a plus
- Strong written, verbal and interpersonal communications skills with the ability to interact at multiple levels of the organization and tailor messages appropriately
- Proficient in Microsoft Excel, PowerPoint, Word, TEAMS and SharePoint
- Work independently and with a team, possessing strong sense of accountability and relationship-building
- Strong presentation skills, including ability to create PowerPoint presentations for various levels of management
- Ability to think across organizations and functions and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders
- Strong attention to detail

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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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