Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
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 prosper.
Morgan Stanley was the industry's first stock plan service provider and has over 40 years of experience. Today, Morgan Stanley is a recognized market leader in the stock plan services marketplace as measured by both the number of equity plans supported and plan participants on the platform. The GSPS business philosophy is to provide high touch service using a team approach. As dictated by the client's needs, their team will be comprised of a Stock Plan Director team as well as dedicated members from our Relationship Management, Service Delivery, and Financial Reporting areas.
Administer support for multiple corporate clients
Administer Stock Options (ISO,NQ,SAR,PSO) and Restricted Stock (RSU,RSS,PSU)
Administer the processing of all equity issuances, vestings, exercises, releases, dividends, deferrals
Prepare accurate daily/monthly/year end reporting and reconciliation
Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally
Maintain and create event timelines and operating procedures with the focus of process improvements
Work with internal and external teams to ensure successful Compliance audits
Interface with clients, branch, call center, vendors, and client-outsourced administration, focusing on quality control and timeliness
5-10 years' relevant work experience
Bachelor's degree preferred
CEP 1 a plus
Financial Firm experience a plus
Knowledge of Solium's Shareworks application desirable
Ability to work in a fast paced environment
Excellent organizational, follow-up and problem solving skills
Very good interpersonal and communication skills
Detail-oriented, ability to manage several projects and/or tasks at the same time
Computer proficiency in Microsoft Office applications
Analytical skills: Well-developed problem solving skills necessary to identify multiple solutions for issues/problems that may arise in the course of daily processing
Communication: Strong written and verbal communication skills necessary for interacting with others throughout the organization
Business Knowledge: Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
Teamwork: Ability to work well with others toward a common goal
Project Administration: Ability to work under periods of high volumes and pressure; need to be able to meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
Database Administration, Reporting Analysis: Understanding of how databases work and ability to assess feasibility of new reports per client requests.
Internal Number: 5612471
About Morgan Stanley USA
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