Company Profile

　　At Morgan Stanley, we advise, originate trade, manage, and distribute capital for governments, institutions, and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management. The Firm's employees serve clients worldwide from more than 1,200 offices in 43 countries.

　　Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.

　　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.

　　Position Description

　　The candidate will be responsible for strategic planning, budgeting, resource allocation, portfolio governance, and reporting. The position will support technology departments under Wealth Management Technology, the role requires the candidate to work with senior stakeholders and teams across India and NY

　　Job Functions/Duties and Responsibilities

　　Financial Management

　　Execute frequent reports to ensure departments internal and external resources are forecasted appropriately to work efforts and within budget to projects; partner with departments to resolve deviations from allocations.Perform timely forecasting of IT resources, projects and services, including hardware and software cost. Produce quantitative monthly financial review/analysis reports for programs with supporting qualitative commentary on financial variance to targets.Administer project related IT financial management acrossCollaborate with central COO team, finance and other departments on activities related to financial analysis and reporting

　　Portfolio Governance

　　Interface with Executive Directors, Fleet Delivery Lead and Scrum Masters on project budgeting, resource management and effort tracking.Timely completion of adhoc requests from senior leadership.Assist in monthly portfolio review of program status and financialsCreate suggestions for improvements to processes.

　　QUALIFICATIONS

　　Qualification & Skills

　　Bachelor's Degree and/ or MBA are a plus

　　Project management certification like PMP/Prince2

　　Proficient in MS Office tools, MS Teams, Macros and Sharepoint

　　Knowledge of PowerBI and Tableau is preferred

　　Strong communication skills to work with Leadership teams

　　Very strong analytical skills with ability to gather/synthesize information and summarize issues.

　　Ability to independently identify issues and anomalies, analyze possible resolutions, and recommend corrective course of action

　　Desired Skills

　　Financial Industry Experience a plusVendor resource management

　　Experience Level

　　3-5 years of hands-on experience

　　Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.