Job Information

Morgan Stanley Reference Data Operations Associate in South Jordan, Utah

We’re seeking someone to join our team as a Reference Data Operations Associate in Shared Services & Banking Operations who will support the control aspects and vendor oversight in the initiation and ongoing support of client accounts, related client information, associated settlement instructions and various projects supporting this business.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm’s global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first- class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support opportunities.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you’ll do in the role:

  • Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
  • Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
  • Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
  • Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
  • Provide first class level of support by reviewing, authorizing, and ensuring the proper and timely setup of accounts, maintenance of accounts, and settlement instructions completed by a vendor.
  • Responsible for ad hoc requests, updating and authorizing Firm instructions, special projects as needed, UAT testing of enhancements, and on boarding new processes as required.

What you’ll bring to the role:

  • Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
  • Ability to handle volume spikes and prioritize work including ad-hoc requests and projects to meet business demands in a timely manner
  • Ability to recognize potential risk issues and escalate/report on a timely basis
  • Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
  • Culture carrier across Operations, embracing the Firm's core values
  • At least 2 years’ relevant experience would generally be expected to find the skills required for this role
  • Bachelor’s degree required - Work hours for this position will be 11am-7pm MST

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. Our 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: 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.

Role is hybrid and will require in office attendance 3 days/week.

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).

Job: *Other

Title: Reference Data Operations Associate

Location: Utah-South Jordan

Requisition ID: 3254138