Data Quality_Assoicate_Product Support and Service IM
We're seeking someone to join our team as Data Quality - Associate - Product Support & Services IM who will develop, maintain, and operationalize data quality controls across the transaction lifecycle.
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, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.
This is a Associate level position within Product Support & Services IM, which is responsible for providing transaction support and managing post execution processes.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
- Own data quality framework for a number of functions ensuring accurate and timely capture of portfolio level accounting data across key data sets.
- Develop, maintain, and operationalize data quality controls on portfolio transaction, holding, and valuation datasets.
- Maintain robust data validation and exception monitoring processes to ensure completeness, accuracy, and timeliness of portfolio accounting data.
- Support research and triage of data exceptions, enabling scalable issue identification, mitigation and/or resolution, and escalation.
- Ensure proactive, high-quality outcomes for clients and investment teams, and other data consumers of MSIM's books and records.
- Build and implement data-driven platforms, dashboards, and automated controls.
- Deliver and manage KPI dashboards, trend analysis, and exception reporting to senior stakeholders and data governance forums
What you'll bring to the role:
- 3-7 years of experience in Investment Operations, Data Management, or Middle Office data and analytics at a global asset manager or financial services firm.
- A strong understanding of data quality principles, including accuracy, completeness, consistency, and timeliness.
- Proficient in data validation, data cleansing, and data governance.
- Experience in investment management across pooled vehicles, SMAs, and institutional mandates.
- Demonstrated understanding of investment and trade lifecycle, with focus on portfolio tax lot level recordkeeping inputs (reference data, marker trades, prices, corporate actions, accruals, amortization, etc.).
- Familiarity with a full range of financial products, including public and private instruments, and asset classes (e.g., equity, fixed, derivatives, loans).
- AI savvy, and experience with leading process improvements and transformation.
- Experience with data quality tools, dashboards, APIs to support real-time data validation and exception handling.
- Strong technology (pro dev and low code) experience, with a track record of developing data-driven platforms, dashboards, and automated controls
- Strong analysis and analytical skills to perform root cause analysis, data lineage, exception handling, and process optimization.
- Demonstrated ability to synthesis data for MI reporting on key performance indicators and other portfolio accounting data as inputs into middle office data health and identifying areas for operational optimization.
- Experience with Data Quality platforms (e.g. PanDQ, Informatica, PEGA Exception Management) & Business Intelligence Tools (e.g. Alteryx, PowerBI, etc.
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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 that's differentiated - and we've 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 - 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)