Asset Management. Client Segments, Analyst, Wealth Management

Morgan Stanley

Morgan Stanley

Accounting & Finance, IT

Mumbai, Maharashtra, India

Posted on May 11, 2026
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To be Updated To be Updated

About Us:
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 including corporations, governments and individuals from more than 1,200 offices in 43 countries.
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 grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture
Job Description:
The Asset Movement Team (AMT) Analyst will act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions. The AMT Analyst's will work with various systems to ensure the appropriate approval of each transaction. AMT Analysts will partner with the Regional Leader and/or the Field Service Team Manager to resolve issues while processing requests. They will abide by firm and industry rules to prevent fraud, protect client's assets and follow client instructions. Additionally, the AMT Analyst will be cross-trained to review and approve travel & entertainment expense reimbursement requests as well as a basic review of documents related to new account opening and account modifications.
Responsibilities:
  • Provide world class customer service.
  • Work closely with Morgan Stanley branch Personnel to review and approve money movement requests in a timely manner.
  • Work in a fast-paced environment with high quality standards.
  • Communicate with Senior Management and Branch Personnel when needed.
  • Work in a team setting using critical thinking skills and internal resources to resolve escalations.
  • Apply risk approved policies to prevent client fraud.
  • Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests.
  • Work on projects and technology pilots when appointed.
  • Other duties as assigned.
Qualifications:
  • College preferred or equivalent experience
  • 0-3 years of related experience
  • Ability to demonstrate success in previous roles
  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, decision making skills, attention to detail and excellent follow up skills
  • Experience using Microsoft suite.
  • Ability to learn new systems and troubleshoot technology issues in a timely manner

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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.

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.

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