Company Profile

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.

Department Profile

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, client services(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.

Background on the Team

As part of the Morgan Stanley Investment Management Operations group, this role in Tokyo Operations is 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) and Investment Teams / Portfolio Specialists for fulfilling disclosure requirement and client expectations.

Primary Responsibilities

·         Dealing with internal / external client 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.

Skills required (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.

Skills desired

• 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 is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential.