About Morgan Stanley:
In the Morgan Stanley Fund Services division, we work with a global institutional client base to provide hedge funds, multi-asset class investors, family offices and private equity Firms with innovative product solutions.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.
Analyst – Expense Management – Field Service – Wealth Management – Morgan Stanley 2025
| Company Name: | Morgan Stanley |
| Role: | Analyst – Expense Management – Field Service – Wealth Management |
| Salary: | Up to ₹6.5 LPA* |
| Location: | Mumbai |
| Experience: | Freshers / Experience |
| Apply Date: | Apply Soon |
NOTE : The salary/stipend (if stated) here is an estimation and has been collected from various sources. We do not guarantee the accuracy of the stated amount.
> Review and approve T&E expense reimbursement requests primarily for field advisors and branch personnel
> Ability to review a high volume of detailed expense reimbursement requests meeting/exceeding expectations for production and quality in a fast-paced environment
> Provide world-class customer service to both field facing and internal counterparts in all interactions
> Ensure all expense requests are handled in a timely and accurate manner; if there are any issues, resolve / escalate on a case-by-case basis
> Research and resolve problems and deficiencies in a timely manner
> Apply Firm policies and procedures on expense review and approval activity
> Proactively participate in available training and education programs to maintain current status on policies, procedures and risk awareness
> Provide and receive feedback and suggestions on ways to improve processes that are in place
> Apply critical thinking when making decisions on items to evaluate risk and client experience
> Other duties and responsibilities as needed
| Morgan Stanley seeks a professional to join the Expense Team as an analyst. The Expense Analyst will work closely with all levels of field management to ensure T&E expense activity submitted by field advisors and branch personnel, have been appropriately reviewed and approved using various internal systems. The Expense Analyst will report directly to the Expense Approval Manager. The Expense Analyst will interact with the field and internal personnel to resolve issues encountered during the expense review and approval process. Expense analysts are responsible for understanding Firm policies and procedures to allow them to review expense activity accurately and efficiently. |
> Bachelor’s degree or equivalent education experience preferred, or applicable experience in lieu of education will be considered. Excellent interpersonal and client service skills
> 0-2.5 yrs of experience. Effective written and verbal communication skills
> Strong attention to detail and excellent judgement
> Exceptional organization and follow-up skills
> Ability to prioritize and multi-task
> Ability to research and resolve problems and service inquiries and escalate issues where appropriate
> Strong computer skills including Microsoft Office Suite
> Team player with the ability to collaborate with others
> Self-motivated with ability to work in a fast-paced environment
Knowledge and Skills
> Excellent interpersonal and client service skills
> Effective written and verbal communication skills
> Strong attention to detail and excellent judgement
> Exceptional organization and follow-up skills
> Ability to prioritize and multi-task
> Ability to research and resolve problems and service inquiries and escalate issues where appropriate
> Strong computer skills including Microsoft Office Suite
> Team player with the ability to collaborate with others
> Self-motivated with ability to work in a fast-paced environment
Morgan Stanley Off Campus Selection Process:
Morgan Stanley selection process is a structured series of stages designed to identify and hire the most suitable candidates for various roles within the company. Here is an overview of the typical selection process:
- Online Application: Start by searching for job openings on the Morgan Stanley website or relevant job portals.
Submit your resume and application through the online application system. - Resume/CV Screening: The HR team or hiring managers will review submitted applications to shortlist candidates based on qualifications and experience.
- Online Assessments (if applicable): Depending on the role, there may be online assessments or tests to evaluate specific skills.
- Phone/Video Interview: Shortlisted candidates may have a phone or video interview. This interview could cover your background, skills, and interest in the position.
- Face.to-Face Interviews (if applicable): For certain roles or levels, there may be onsite or face-to-face
interviews. - Behavioral and Competency-Based Interviews: Expect questions related to your past experiences, behavior, and how you approach various situations. These interviews may also assess your teamwork and communication skills.
- Technical Interviews (if applicable): For technical roles, there may be one or more technical interviews. These interviews assess your problem-solving skills, technical expertise, and knowledge.
- Assessment Centers (if applicable): Some companies, including Morgan Stanley, use assessment centers for more in-depth evaluations. These can include various exercises, group activities, and interviews.
- HR Interview: An HR interview may be conducted to discuss your overall fit with the company, your career goals, and to provide information about Morgan Stanley’s culture.
- Reference Check: Morgan Stanley may contact your previous employers or references to verily your work history and qualifications.
- Background Check: A thorough background check may be conducted as part of the selection process.
- Job Offer: Successful candidates will receive a formal job offer. This offer will include details about the position, compensation, benefits, and other relevant information.
Please note that the specific details of the Morgan Stanley selection process may vary based on the role, location, and the hiring team’s preferences. It’s essential for candidates to carefully review the job description and follow any instructions provided during the application process. Preparation for technical interviews and assessments is crucial to excel in the selection process. selection process may vary based on the role, location, and the hiring team’s preferences. It’s essential for candidates to carefully review the job description and follow any instructions provided during the application process. Preparation for technical interviews and assessments is crucial to excel in the selection process.
Morgan Stanley offers a range of benefits that make it an attractive choice for professionals:
- Competitive Compensation: A highly competitive salary package with performance bonuses.
- Work-Life Balance: Flexible schedules and generous time-off policies.
- Professional Growth: Access to training, conferences, and career advancement opportunities.
- Health and Wellness: Comprehensive health insurance, dental coverage, and wellness programs.
- Family Support: Maternity and paternity leave, as well as adoption assistance.
- Engaging Work Culture: Collaborative environment with opportunities to work on innovative projects.
How to Apply ?
To apply for this Off Campus Drive, interested candidates must follow the procedure outlined below:
- Click on the “Apply here” button provided below. You will be redirected to the official career page.
- Click on “Apply”.
- If you have not registered before, create an account.
- After registration, log in and fill in the application form with all the necessary details.
- Submit all relevant documents, if requested (e.g. resume, mark sheet, ID proof).
- Verify that all the details entered are correct.
- Submit the application form after verification.
Apply Link: Click Here
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