Morgan Stanley Looking for Financial Analyst III at Jersey City, NJ Full Time

SUMMARY

A Retirement Operations Analyst is one who maintains strong functional knowledge of all aspects of the brokerage business with an emphasis on retirement account operations.

RESPONSIBILITIES

Customer Request Handling / Problem Resolution / Data Analysis – as assigned

• Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including: contributions, distributions, processing conversions, recharacterizations, and state withholding reconciliation

• Reconcile activities to ensure transactions are recorded with the proper books and entry coding

• Assist the management team in developing metrics that demonstrate the progress / completion of retirement inquiry resolution

• Execute on customer requests to move money out of retirement accounts

• Understand tax implications of transactions in and out of different retirement account types

• Resolve retirement account issues and document the resolution process

• Deliver objective analysis of error trends and opportunities

• Validate data integrity is maintained in client facing displays

Quality Assurance

• Support strategic plans that enhance productivity through process efficiencies and automation

• Follow established procedures and quality assurance for retirement processes

• Develop and lead account reconciliation efforts

Project Work

• Perform different levels of testing which may include system testing, usability/GUI testing, regression testing and business user acceptance testing

• Support creation, modification and review of test plan and test summary documents

• Manage annual notification, reconciliation, tax document review and other periodic activities

• Develop metrics that demonstrate the progress / completion of functionality testing

• Ensure that the status reports produced are accurate, relevant, complete, and actionable

Qualifications:

REQUIREMENTS

Basic

• 3-5 years of experience with retirement account operations, IRS rules, and/or tax reporting obligations

• Data management/Reporting experience

• Analytical thinker, with excellent written and verbal communication

• Detail oriented with strong organizational skills

• Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives

• Adaptable to dynamic work environments and priorities

• Demonstrate ownership and sense of urgency in resolving inquiries and issues

• Proven effectiveness in fast-paced, demanding, client-driven environment.

• Ability to perform and deliver within tight deadlines

• • A challenging and inquiring mind