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Investment Strategy Coordinator Job in Mumbai at Morgan Stanley

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Investment Strategy Coordinator

Morgan Stanley

  Full Time Job

  Not Disclosed

  1-3 years

  Posted  30+ days ago

Location
  • Mumbai
Skills Required
  • Investment Management
  • MS Office
  • Customer Service
  • Communication Skills
About this Job

Morgan Stanley is hiring for the role of Investment Strategy Coordinator!

Responsibilities of the Candidate:

  • Help the team manage work consistently and meet deadlines using a work management system to apply project templates, assign tasks appropriately, and monitor reports and dashboards, as well as schedule related meetings and follow up with internal stakeholders or external vendors.
  • Build and maintain reports and dashboards to help plan, manage, and complete work in a timely manner, as well as deliver business intelligence.
  • Monitor new incoming work requests to ensure they are correctly routed, assigned, responded to, and completed.
  • Serve as a friendly, trusted point of contact for the team or internal stakeholders to help answer questions, provide work updates, or resolve issues.
  • Set the team’s client-facing investment professionals up for success by managing calendars, and overseeing that meeting preparation and any required materials or analysis has been successfully completed.
  • Provide input on workflow and process improvements to make the team more efficient, working with members of other departments as necessary.
  • Help maintain all relevant process documentation, meeting notes, and user guides.
  • Participates in broader team projects / duties as needed.

Requirements

  • Bachelor’s degree
  • 1+ years related experience
  • Proven ability to organize and manage multiple priorities, meet deadlines, and follow through on projects
  • Adapt well to changing plans and priorities; deal comfortably with ambiguity 
  • Very strong attention to detail; must demonstrate accuracy and thoroughness
  • Demonstrate client service orientation and positive approach
  • Demonstrated ability to be proactive and anticipate problems and events
  • Possess excellent written and verbal communication skills
  • Ability to work autonomously and as part of a multi-disciplinary team
  • Proficient in Microsoft Office applications
  • Demonstrated ability and willingness to learn and use new technology, and appreciation for the value of efficiency
Eligible Degrees
MBA / All Courses
Bachelor of Technology/Engineering / All Courses
Master of Technology / All Courses
Bachelor of Arts / All Courses
Bachelor of Science / All Courses

+96 More

Who can apply
Work Experience: 1-3 years
Eligible Graduation Years: 2024, 2023, 2022, 2021
Documents Required

1. Resume

2. ID Proof (e.g. Aadhar Card, PAN Card, etc.)

About Morgan Stanley
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