Demonstrates robust leadership and supervisory skills coupled with an extensive understanding of client portfolio accounting/reconciliation and other back-office operational processes. Exhibits a comprehension of end-to-end processes within the reconciliation team, with the ability to promptly address inquiries and perform daily tasks as needed to support the team. Ensures the accurate and timely completion of control reporting and audits. Conducts a daily review of accounts to guarantee precise and comprehensive reconciliation for holdings and cash positions. Acts as the primary escalation contact for all reconciliation breaks to mitigate potential risks, with a discerning ability to escalate issues to the appropriate managerial level. Maintains an excellent grasp of finance and accounting principles, practices, and controls. Ensures day-to-day staffing adequacy in the department, providing training and cross-training to employees as necessary. Responsible for implementing processes to support firm-wide initiatives. Proficient in working with large datasets in MS Excel, demonstrating expertise in managing and organizing datasets comprising 100,000+ rows of data. Reviews and proposes new methods and procedures to enhance daily operations in the department for increased efficiency and effectiveness. Ensures accurate and timely responses to emails and inquiries. Undertakes diverse developmental functions, including interviewing, conducting performance appraisals, developing planning, and addressing corrective action/termination. Identifies and manages challenge areas, executing improvement plans promptly. Resolves issues with a sense of urgency. Demonstrates the ability to prioritize initiatives and distribute workloads effectively during periods of peak activity. Thrives in managing multiple projects, deadlines, client inquiries, etc., within a dynamic and fast-paced environment. Delegates or allocates workloads appropriately across the team. Ensures that written procedures are kept up-to-date for all team processes. Bachelor's (4 year) degree with a major in finance or accounting preferred. 5+ years previous work experience in the financial services industry. 2+ years of management or leadership experience. Demonstrated organizational skills, self-initiative, and the ability to analyze information to support the team. Effective planning, prioritization, and deadline management capabilities. Knowledge of Advent APX, SQL, and Tableau is advantageous. Strong communication skills essential for effective interaction with internal and external staff and management at all levels. Proficiency in MS Outlook and adept handling of substantial email correspondence. Ability to thrive in ambiguous conditions and navigate successfully through uncertainties. Proven track record as a successful leader. 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. 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. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.
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