Job Information
Morgan Stanley Client Services & Reporting Operation, Director - Investment Management Operations Division in Tokyo, Japan
CompanyProfile
/MorganStanleyisaleadingglobalfinancialservicesfirm providingawiderangeofinvestmentbanking,securities, investmentmanagementandwealthmanagementservices.TheFirm'semployeesserveclientsworldwideincluding corporations, governments and individuals frommore than 1,200 offices in 43 countries./
/Asamarketleader,thetalentandpassionofourpeopleiscritical tooursuccess. Together,weshareacommonsetof valuesrootedinintegrity,excellenceandstrongteamethic. MorganStanleycanprovideasuperiorfoundationfor building aprofessionalcareer-a placeforpeople tolearn,toachieve andgrow.Aphilosophythatbalances personal lifestyles, perspectivesandneeds is animportant partof our culture./
DepartmentProfile
MSIM Operations
The MSIM Operations group supports the equity, fixed income, and alternative businesses for Morgan Stanley Investment Management (MSIM), providing middle-office services including portfolio manager support,clientservices(including client reporting), portfolio transition management, market registration, product data maintenance and performance and attribution analysis.Morgan Stanley Investment management has outsourced certain investment operations functions to State Street Bank and Trust Company globally.
BackgroundontheTeam
As part of the Morgan Stanley Investment Management Operations group, this role in TokyoOperationsis to provide high quality Client Reporting to Pension Clients, Financial Institutional Clients, and Intermediary Clients in Japan. This role belongs to Tokyo Client Reporting Team in Tokyo Operations and size of 5 staffs. This role supports and works with Sales teams (Pensions, Financial Institutions, and Intermediary)andInvestment Teams / Portfolio Specialists for fulfilling disclosure requirement and client expectations.
PrimaryResponsibilities
· Dealing withinternal / externalclient regular / ad hoc requests and troubleshooting problems. * Communicating and working closely with sales representatives to provide high quality service to clients. * Day-to-day liaison with Investment managers, Portfolio Specialists, and Marketing team. * Build relationships with global and local stakeholders, ensuring clients receive the best possible service. * Using strong business sense and judgment to identify potential risk areas: making appropriate recommendations and highlighting those risks via the appropriate escalation channels. * Produce daily / weekly / monthly / quarterly / semi-annual /annual/ ad-hoc reports for public pension clients, private pension clients, financial institutional clients, and intermediary clients (including reporting to consultants). * Maintenance of account and counterparty lists. * Maker/Checker process in place for all the deliverables. * Liaison with Trust Banks when required. * Work on reporting efficiency improvement initiatives, such as automation, streamlining, process engineering, etc. * Participation in and contribution to global and local projects and initiatives.
Skillsrequired(essential) * Basic knowledge of investment management business, regulations, and products. * Japanese Fluency and Business English language skills in both written and oral form. * Demonstrated communication ability and able to articulate complex situations. * Self-starter, problem solver, detail oriented and strong team worker who is proactive. * Strong skills in time management, multi-tasks, prioritizing tasks, and meeting deadlines. * Self-motivated and possess a positive working mindset. * Work well in a team environment. · Effective communicator within the Global Operations in a conference call. · Strong leadership with accountability. * PC literacy (Outlook, Excel, Word, and Power Point) * Good knowledge of financial products and market. * Able to interact and communicate effectively across cultural and hierarchical lines within the firm. * Ability to identify problems and potential risks as they arise and understand when they need to be escalated.
Skillsdesired
- Experience in a client service mindset is preferred.
- PC literacy (VBA, Access, PowerBI,Alteryx, UiPath, etc)
- Skills on Bloomberg / Syntax / Factset / T-Star
- Skills on Trust Bank Statement and fund accounting procedure.
- Knowledge of investment management business related Japanese Laws and regulations.
/Morgan Stanley isan equal opportunities employer. We work toprovide a supportiveand inclusive environment whereall individuals canmaximise their full potential./
Job: *Operations
Title: Client Services & Reporting Operation, Director - Investment Management Operations Division
Location: Japan-Japan-Japan-Tokyo
Requisition ID: 3256369