Operations Associate

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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.

At Morgan Stanley Budapest we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas including Technology Mathematical Modelling Finance Risk Management Wealth Management and Data & Analytics from our state-of-the-art offices near the Danube and our City Gate office in the heart of the city centre.

Morgan Stanleys Institutional Consulting Solutions (ICS) business a part of Morgan Stanley Wealth Management Client Segments provides consulting services and solutions to institutional investors including corporations foundations endowments educational institutions healthcare organizations insurer and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable centralized infrastructure service models and tooling to ensure best in class support for this growing and complex business.

Position Summary:

The IIS EMEA team supports onshore partners by delivering key operational activities that help the business meet fiduciary obligations maintain high standards of accuracy and drive consistent execution across workflows.

Regulatory Operations / Performance Reporting Support assisting with performance reporting across third-party platforms and tools responding to inquiries performing quality assurance and self-testing and supporting accurate timely reporting.

Alternative Investments Document & Data Processing supporting daily retrieval processing workflow execution and archiving of alternative investment statements and related documents into centralized repositories while ensuring operational accuracy and control adherence.

You will collaborate with a variety of cross-functional and global stakeholders to identify trends align processes and continuously improve efficiency. Your role also includes team enablement responsibilities such as supporting communications organizing team routines maintaining shared resources and promoting best practices.

What youll do in the role:

• Execute performance reporting functions across multiple client platforms(e.g. PARis Envestnet and other third-party tools) aligned to client requirements including:

  • Accuratedata entry and validationusing client statements and supporting documentation

  • Completion ofquality assurance (QA) checksto confirm accuracy completeness and adherence to defined standards

• Produce ad-hoc performance reportingby gathering required data attributes validating inputs and ensuring outputs meet established reporting standards and governance expectations.

• Retrieve process and archive alternative investment statementsand related transactional documentation into a centralized repository ensuring correct indexing version control and audit-ready record retention practices.

• Run daily workflows for alternative investment document intake ensuring consistent handling completeness checks and appropriate routing/escalation in line with documented procedures.

• Support day-to-day operational inquiriesfrom onshore partners regarding document processing workflow status exceptions and repository usage providing timely updates and clear issue resolution paths.

• Conduct self-testing and control assurance activitiesfor tasks executed by the Budapest team to confirm compliance with defined procedures guidelines and control requirements; document evidence and outcomes as required.

• Identify trends recurring errors and process risks documenting findings including root-cause investigation to take corrective action and establish prevention measures

• Build and maintain good working relationshipswith cross-functional and global partners to ensure coordinated delivery consistent service standards and effective stakeholder communication.

• Support process standardization and best-practice sharingby helping align differences across teams contributing to procedure documentation and participating in alignment discussions to improve consistency across supported workflows.

What youll bring to the role:

• 1-2 years of relevant financial services industry project management strategy or related experience preferred.

• You ar highly motivated and takes initiative.

• You are passionate to learn and grow not afraid to ask questions and raise their hand and shows general interest in internal growth.

• Positive contributor to our teams culture with a focus on empathy giving back and teamwork.

• Clear and confident communicator and has excellent presentation skills in the English language.

• Demonstrates effective time management good organizational skills and attention to detail.

• Proficiency in Microsoft Office applications (i.e. PowerPoint Excel Word etc.)

#LI-NI1 #BPDBA#LI-hybrid

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

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.

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