Morgan Stanley is Hiring for Analyst

Job Overview

Morgan Stanley is hiring an Analyst – Expense Management for its Wealth Management division in Mumbai, India. The selected candidate will be responsible for reviewing and approving Travel & Expense (T&E) reimbursement requests, ensuring compliance with firm policies, and providing world-class customer service to field advisors and branch personnel.

Job Details

• Company: Morgan Stanley
• Role: Analyst – Expense Management (Field Service, Wealth Management)
• Location: Mumbai, Maharashtra, India
• Experience: 0 – 2.5 years
• Qualification: Bachelor’s degree or equivalent experience
• Job Level: Professional
• Employment Type: Full-Time
• Job ID: PT-3264053
• Posted Date: February 11, 2025

Key Responsibilities

1. Review & approve T&E reimbursement requests for field advisors and branch personnel.
2. Ensure all expense requests comply with firm policies and procedures.
3. Manage a high volume of requests while maintaining accuracy and efficiency.
4. Provide top-tier customer service to both field-facing and internal teams.
5. Research and resolve expense-related issues, escalating as needed.
6. Apply firm policies & compliance standards while reviewing expenses.

1. Proactively participate in training programs to stay updated on company policies.
2. Offer feedback & suggestions to improve processes and efficiency.
3. Apply critical thinking and risk assessment when evaluating expenses.
4. Collaborate with internal teams and handle additional responsibilities as needed.

Skills & Qualifications

Required Professional Skills

• Strong interpersonal & client service skills.
• Effective communication (written & verbal) skills.
• Strong attention to detail and judgment.
• Excellent organizational & follow-up skills.
• Ability to prioritize, multi-task, and work in a fast-paced environment.
• Strong problem-solving & research skills.
• Team player with collaboration skills.
• Self-motivated with a proactive mindset.

Technical Skills

• Strong computer skills including Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to analyze financial reports & data.

Why Join Morgan Stanley?

1. Work with a global financial leader with 85+ years of excellence.
2. Collaborate with 80,000+ employees across 42 countries.
3. Opportunities for career growth & skill development.
4. Competitive salary, benefits, and work-life balance.
5. Inclusive & diverse work environment with global exposure.
6. Comprehensive employee benefits including health & wellness programs.
7. Strong commitment to innovation & financial excellence.

How to Apply

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