Morgan Stanley Jobs (3)

Experienced Finance Analyst

Job Number : 3237868

3237868

Posting Date

Jun 6, 2023

Primary Location

Description

Qualifications

Director, Event Planner

Job Number : 3237675

3237675

Posting Date

Jun 7, 2023

Primary Location

Americas-United States of America-New York-New YorkEducation Level : Bachelor's Degree

AdministrationEmployment Type : Full TimeJob Level : Director

Description

Event planners are responsible for managing and implementing a wide range of client facing and internal conferences, both in-person and virtual across all Business Units.

Current position will focus on Wealth Management events.

• Event responsibilities include the full planning and execution of multiple in-person events and conferences :
• Includes venue sourcing, contracting, budget, site selection, online registration, all digital and print materials, transportation, accommodation, communications, activities, theming / decor, entertainment, gift selection, catering, audio visual, content supervision, speaker selection and event reconciliation.

Virtual event planning :

Includes contracting, budget, virtual platform selection, online registration, all digital materials, communications, content supervision and event reconciliation.

Understanding of zoom, Cvent or other approved Firm platforms.

• Sourcing, negotiating and managing all contracts and vendors (i.e. Venue Finding Agents, venues, transportation, speakers, entertainment, Destination Management Companies etc.)
• Financial management, including the following : Budget development and management, billing and post-meeting reconciliation, final financial reporting and cost analysis
• Invitation and Registration Strategy : partner with event hosts to develop invite and registration, generate invitee lists prepare registration content and manage status reporting to the BU as required.

Liaise with web-build team to direct all content development and registration flow.

• Responsibilities include heavy concentration of all of Cvent products, including core invite and registration platform, mobile app, onsite solutions (badge / schedule printing), reporting portals, surveys and Passkey.
• Working with Creative Services to map out a consistent design and print plan - specifically, creating and designing event / conference collateral, including save the date, invitation, speaker booklets, attendee lists, agenda and any other marketing material
• Organizing program production, including audiovisual, staging, webcasts
• Serving as main contact with internal and external clients to ensure that all are fully informed and given the highest level of service
• Preparing and communicating written logistical specifications of the event / conference to the meeting venue
• Regular travel for site inspections and on-site management of live events to ensure full coordination of logistics and on-site team
• Post event wrap up including final attendees, budget reconciliation, observations, suggestions for following year, event surveys and debriefs
• Keeping updated on venue developments / new venues, speakers etc.
• Ensuring compliance and risk guidelines are followed
• Supporting other team members on overall program logistics
• On-site support for larger conferences Travel (approximately 30-40% annually) for site inspections and on-site management of live events to ensure full coordination of logistics and on-site teams
• Ability to work on multiple events simultaneously, with different internal contacts for each event

Qualifications

• Employee incentive and recognition program experience a plus
• Bachelor's degree
• CVENT
• Motivated, self-starter, ability to work independently and project plan
• Leadership / influencing / negotiation and decision-making skills
• Consistent attention to detail and strong organizational skills
• Strategic thinker
• Strong team player
• Exhibit strong work ethic - set high standards of excellence
• Excellent oral and written communication skills
• Customer focus, approachable
• Flexible and willing to work long hours (evenings, weekends) and travel
• Ability to manage multiple projects simultaneously
• Proficiency with MS Office

Expected base pay rates for the role will be between 85000and 135000per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Administrative Assistant - Real Assets - Administrative

Job Number : 3233017

3233017

Posting Date

Jun 26, 2023

Primary Location

Americas-United States of America-New York-New York

Asset / Investment ManagementEmployment Type : Full TimeJob Level : Administrative Assistant

Description

Morgan Stanley Investment Management ( MSIM ), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.

6 trillion in assets under management or supervision as of December 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

We are seeking a dynamic Administrative Assistant to support the Private side MSIM business groups.

Administrative Description

• Coordinating travel schedules, arrangements and agendas in preparation for on-site and off-site meetings, conferences and events
• Submitting, maintaining and monitoring expense reports through Concur
• Processing payment of legal invoices and vendor payments through TeamConnect and Smaart
• Obtaining approvals for firm absorbed costs through MSMER
• Providing telephone coverage, including responding to inquiries, properly routing calls and taking detailed messages. Use of excellent judgment with both internal and external clients
• Managing highly sensitive information as it relates to firm and staff
• Heavy calendar management and scheduling
• Back-up coverage for admin. colleague(s) during planned or unplanned absences from the office
• Reviewing and prioritizing incoming mail and taking appropriate action. Performing related duties as assigned
• Ability to coordinate, and manage to completion, special projects as assigned
• Advanced experience in making domestic and in particular international travel arrangements including procuring visas (with assistance from Morgan Stanley travel desk), currency exchanges, arranging ground transportation through international hotel concierges (for both team members and senior advisors).
• Coordinating extensive meeting schedules
• Adept with working out travel logistics i.e. use of google maps to plan real travel time between mtgs, hotels and airports
• Documentation Management
• Assist with onboarding and off boarding all employees
• Execution of legal documents to be signed by various Officers
• Coordinating, streamlining and maintaining records and files

Qualifications

• Prior administrative or related experience at executive level is essential
• Flexible attitude with the willingness to take on new projects
• Highly service-oriented individual with the ability to work well both as an individual contributor and as part of a team
• Highly trainable with ability to learn new, proprietary systems
• Strong ability to manage multiple priorities and take independent initiative for action within areas of responsibility
• Financial Services experience preferred
• Excellent written, verbal and interpersonal communication skills
• College degree mandatory
• Proficiency with all Microsoft Office software

Expected base pay rates for the role will be between 80000 and 90000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).