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Operations Melbourne, Project Manager, Australia Wealth Management Operations, Director
Morgan Stanley
Victoria Melbourne, , Australia
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 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.
Morgan Stanley Wealth Management provides full service to clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.
This purpose of this role is to ensure a strong Project framework is managed within the Australian Operations team.
The role is an operations-based project management and business analysis role that works with Operations, Technology, Branch Administration and the Business to deliver CTB (Change the Bank) tactical and strategic process changes in support of the Wealth Management business in Australia. The general focus for CTB is Operations; however the scope of the team's work covers the full trade lifecycle across Sales, Trading, Risk Management, Operations, Legal, Compliance, Tax and Finance divisions.
The role will be responsible for executing projects for Wealth Management Australia. You will be responsible for working with Operations colleagues in Australia and Asia, and work with the Business to manage and deliver projects throughout their life cycle. The candidate should have business analysis experience and exposure to running projects and initiatives independently. Knowledge of the wealth management sector is an advantage.
Key responsibilities include:
• Work with key subject matter experts across teams and locations to undertake thorough business analysis, and to define and document detailed and accurate business requirements.
• Participate and lead appropriate forums (such as working groups) to facilitate requirements gathering, provide status updates and manage/resolve issues.
• Develop strong relationships with Technology partners to design, develop and implement technology platforms to deliver solutions to these business requirements.
• Develop comprehensive and robust test cases/plans and co-ordinate/conduct the execution of these tests to ensure successful delivery of these technology platforms.
• Project status tracking and reporting to stakeholders.
• Develop user documentation and training as required.
• Oversight of application deployment/implementation
• Liaise and build relationship with 3rd party vendors
Qualifications
Key Competencies / Skills:
Technical/Specialist skills/competencies
• The candidate must have 4+ years of business analysis and/or project management experience. The candidate must have the ability to develop strong relationships with various teams across the firm, and excellent communications skills to achieve desired results. Project experience in wealth management business is an advantage.
• The candidate must be able to plan and execute projects, prioritise and successfully execute and ensure that the solution meets the needs of the business. An understanding of the wider context is necessary to ensure that appropriate solutions are generated which consider protection of the Firm's franchise in the future.
• Strong project management and business analysis skills are required - both low level analysis such as requirement gathering and high level analysis such as developing a future state architecture. These skills should be coupled with a creative, flexible and pragmatic approach to problem solving. A track record of project delivery and prior experience of stakeholder management is required.
• Any successful candidate will need to demonstrate experience of being involved in technology projects, understand the complexities and issues that result from such initiatives and be able to harness technology, e.g. to be aware of how to leverage technology platforms across businesses and enable others to do so. Knowledge of Client Reporting Management solutions is an advantage.
• A good understanding of the Wealth Management business is preferred, as is a good understanding of financial products across asset classes.
• Advanced Microsoft Excel skills.
• Ability to interpret regulatory body (ASIC, ASX) rules and apply to the business
Personal Attributes/Interpersonal skills
• The candidate will be required to influence and build strong relationships with project team members across geographical and functional boundaries; good client skills are essential.
• The candidate will be required to liaise with colleagues at all levels and extract business requirements in a structured manner.
• The candidate will need to communicate requirements to Technology and project partners as well as negotiate the balance between delivery of business requirements and achieving deadlines and targets.
• The candidate will also require strong motivation, be able work independently, and as a team when necessary, and approach problems with a positive outlook and desire to find solutions.
• The candidate will require good organisational skills. The role requires clear agenda setting, preparation and planning for meetings and tasks. The role also involves input to the planning exercises and reporting against those plans.
• Strong writing skills are required for the compilation of the future vision as well as business requirements.
• The role involves a great deal of interaction with other members of the local team, and the regional project team across location, and relies on the ability to identify appropriate information, sharing and leveraging of information, effectively and appropriately.
• The individual will focus on execution but must take ownership of small initiatives and be prepared to show a degree of independence in guiding others.
• Strong time management skills coupled with the ability to multi task as the role often works with competing work drivers with minimal room for negotiation.
• Strong business acumen and problem solving skills.
• Ability to manage own workload.
Business/Industry knowledge/competencies
• Banking and Financial Services experience with knowledge of;
1. Australian equities, covering end to end deal life cycle processing.
2. Corporate Actions, Settlement and Clearing exposure
3. ASIC and ASX Settlement Rules
4. Margin Lending Facility
5. Portfolio Administration.
• Some knowledge of the international market products including: - foreign exchange, debt securities and derivatives.
Qualifications / Experience Required
• Desirable tertiary qualification in Finance, Commerce
• Project Management
• Business Analysis
• Minimum 4 years financial markets experience.
Compliance Responsibilities
• Ensure the business unit maintains the ethical standards contained in the Company Code of Conduct
• Ensure the business unit adheres to firm policies and procedures, regulatory and legislative requirements
Key Business Relationships
The incumbent will be required to work with stakeholders across the organisation including: Technology, Business Management, Risk Management, Sales, Trading, Operations Management, Legal and Compliance, Tax, Finance.