Purchase, New York, United States · On-site
$85k–$140k/yr
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities Group (“ISG”), Asset Management (“AM”) and Wealth Management (“WM). …
Skills: Portfolio Analytics, Risk Management, Python, SQL, Tableau
Montreal, Quebec, Canada · Hybrid
We’re seeking someone to join our Commodities Technology team as a Java Tech Lead to design, build, develop and evolve scalable trading technology platforms supporting global commodities markets and drive modernization i…
Skills: Java, Scala, Python, Software Architecture, Technical Leadership
Mumbai City, Maharashtra, India · On-site
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 client…
Skills: SQL, Data Modelling, Stored Procedures, Performance Tuning, Teradata
Glasgow, Scotland, United Kingdom · Hybrid
Executive Director - Global Head of Credit Financing Operations Division: Operations - ISG Fixed Income Role Overview We are seeking a senior leader to join Credit Operations as Global Head of Credit Financing Operations…
Skills: Securities Financing, Repo, Securities Lending, Margin Financing, Post-Trade Lifecycle
San Francisco, California, United States · On-site
$35k–$90k/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individual…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Interpersonal Skills, Microsoft Office
Clayton, Missouri, United States · On-site
POSITION SUMMARY Service Managers (SM) are responsible for shaping the future of service by modernizing our client experience by focusing on operational efficiency and oversight. The Service Manager (SM) will report dire…
Skills: Operational Oversight, People Management, Risk & Compliance, Conflict Resolution, Strategic Thinking
Huntsville, Alabama, United States · On-site
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with cl…
Skills: Client Service, Interpersonal Skills, Microsoft Office, Time Management, Organization
New York, New York, United States · Hybrid
$120k–$180k/yr
Location: New York, NY (4x per week in office) Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Th…
Skills: Process Optimization, Strategic Talent Enablement, Program Management, HR Transformation, Stakeholder Management
New York, New York, United States · On-site
$120k–$155k/yr
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a…
Skills: Python, SQL, Spark, Snowflake, Databricks
Mumbai City, Maharashtra, India · On-site
We’re seeking someone to join our team as a Vice President into Risk, Regulatory & Resilience (EMIR Run The Bank Function) to oversee a team in Glasgow for managing the daily reporting risk of the EMIR transaction report…
Skills: EMIR Transaction Reporting, Risk Management, Regulatory Compliance, Root Cause Analysis, Data Analysis
Newport Beach, California, United States · On-site
$150k–$160k/yr
POSITION SUMMARY: The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profita…
Skills: Leadership, Team Building, Financial Planning, Risk Management, Sales Growth
Aventura, Florida, United States · On-site
Job Description POSITION SUMMARY: Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the devel…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Order Entry
Morristown, New Jersey, United States · On-site
$31k–$90k/yr
POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The role is responsible for daily fun…
Skills: Document Maintenance, Money Movement, Trade Support, Microsoft Office, Client Service
Purchase, New York, United States · On-site
$58k–$130k/yr
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 incl…
Skills: Strategic Planning, Financial Analysis, Project Management, Process Improvement, Data Visualization
New York, New York, United States · On-site
$35k–$90k/yr
POSITION SUMMARY International Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular intera…
Skills: Mandarin Proficiency, Client Service, Microsoft Office, Time Management, Organizational Skills
Dallas, Texas, United States · On-site
Job Description Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, …
Skills: Digital Marketing, Financial Planning, Portfolio Analysis, Client Service, Performance Measurement
New York, New York, United States · On-site
$155k–$215k/yr
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a…
Skills: SQL, SAP ASE, SAP IQ, MS SQL Server, PostgreSQL
Salt Lake City, Utah, United States · On-site
Job Description POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through …
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
Morristown, New Jersey, United States · On-site
$31k–$90k/yr
POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The role is responsible for daily fun…
Skills: Document Maintenance, Money Movement, Trade Support, Quality Review, Audit Preparedness
New York, New York, United States · Hybrid
$124k–$155k/yr
We're seeking someone to join our Credit Review Group (CRG) at a Director level. CRG is a specialized team within the Internal Audit Division (IAD) which is responsible for the independent assessment of the quality of lo…
Skills: Credit Review, Internal Audit, Risk Assessment, Loan Underwriting, Credit Rating Integrity
Purchase, New York, United States • On-site
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The role focuses on transforming complex portfolio data into actionable insights to support credit risk decision-making and strategic initiatives. Responsibilities include tracking portfolio metrics, managing stressed credit exposures, and designing automated reporting solutions.
Requires a minimum of 4 years of experience in financial services with a strong background in portfolio analytics and risk management. Proficiency in data tools like Python, SQL, and visualization software is essential, along with a degree in a quantitative or financial field.
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities Group (“ISG”), Asset Management (“AM”) and Wealth Management (“WM). WM includes almost 16,000 Financial Advisors and Private Wealth Advisors and offers comprehensive financial services to clients, such as brokerage, investment advisory, financial and wealth planning, annuities, insurance, retirement. In addition, the Private Banking Group (“PBG”) offers WM clients cash management and lending solutions.
Job Summary
The PBG is building its first-line credit risk team to enhance credit risk oversight and activities across multiple-lending products. This role sits at the center of credit risk oversight, translating portfolio data into actionable insights and driving alignment across risk, business, and finance stakeholders. This is not a pure data science or model development role.
The candidate is expected to adapt and take on a variety of tasks but will be primarily focused on supporting ad-hoc reporting requests and helping to design and build automated reporting solutions. The role requires a minimum proficiency in data and reporting combined with a strong understanding of credit risk concepts applicable to private banking lending products such as Securities-based lending, Tailored Lending, Residential Mortgages, and Commercial Real Estate lending.
Success in this role is defined by the ability to use data and tooling to frame risk issues, guide decision-making, collaborate across multiple stakeholders, leverage firm-approved AI tools, and influence outcomes.
Gather, organize and transform complex data to deliver timely, accurate, and actionable insights and reports to support credit risk decision-making and strategic projects and initiatives.
Analyze and track portfolio metrics such as originations, limit monitoring, KRIs, loan quality, stressed credits, etc. by running data analytics across multiple databases to enable greater visibility of risk across the organization.
Support and help drive the oversight, coordination and management of stressed credit exposures across lending products and supporting and managing working group forums and risk committees.
Track progress on team initiatives, drive continuous improvement and efficiency, maintain documentation, drafting policies and procedures, mapping out processes, building decks and reports for senior management and regulators, etc.
Partner with stakeholders across multiple legal entities, businesses, financial and non-financial risk organizations, etc. to drive data-driven risk management initiatives.
Minimum of 4 years of experience in financial services with emphasis on portfolio analytics and risk management.
BA in finance, economics, accounting, business, statistics or math; Advanced degrees / certifications are a plus.
Proficiency in data analysis and visualization tools (e.g., Python, SQL, Tableau, Power BI) to support insights / reporting.
Skill using firm-approved AI tools to enhance analysis and productivity within governance frameworks preferred.
Solid understanding and experience working with databases and snowflake is preferred.
Experience designing automated reporting pipelines utilizing Python or SQL is preferred.
Experience translating regulatory and underwriting standards into data-driven controls is a plus.
Excellent interpersonal and communication skills; detail-oriented and effective in fast-paced environments.
Experience presenting analysis or risk insights to non-technical stakeholders or senior management is strongly preferred.
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
