Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management, and Institutional Securities. The Wealth Management Division includes one of the world’s largest networks of Financial Advisors, with client assets of more than $2 trillion and almost 16,000 Financial Advisors. In addition to comprehensive financial services, which include brokerage, advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley’s Wealth Management Division has developed key lending and cash management capabilities, through its Private Banking Group.

The Home Loans business is a key element of the Global Wealth Management strategy. There is continued emphasis on growth in this core product offering. Morgan Stanley continues to make considerable investments in this business in terms of technology, processes, and personnel.

The Home Loans Pricing & Analytics team is seeking an Associate who will report to a VP on the team and specialize in process ownership for new and existing processes such as the rate adjustment and new asset discount programs.

The ideal candidate has experience in residential mortgage originations. This is a highly collaborative role within Residential Mortgage and with its functional partners.

Primary Responsibilities

• Subject matter expert in multiple areas to help resolve ad hoc issues presented by production users, sales partners and clients
• Process owner in new and existing mortgage pricing initiatives to help educate partners and optimize processes
• Facilitate conversations with large groups to identify/resolve issues and propose enhancements to the business
• Assist with project management and process development for key initiatives
• Liaise with technology, business partners and leadership to assist in the resolution of production issues
• Produce and distribute reporting on key mortgage pricing initiatives to multiple levels of end users including but not limited to Home Loans Senior Management
• Create analytics to help inform decision making on future initiatives

Preferred Experience

• Minimum of 2 – 4 years of experience in financial services
• Mortgage experience (preferred)
• Knowledge of mortgage origination, reporting and analysis (preferred)
• BA in finance, economics, accounting, business, statistics, or math
• Upon active employment, this position will require registration with the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act of 2008

Skills

• Advanced Excel skills
• Proficient in Microsoft office Products (PowerPoint, Word)
• Ability to take complex information and effectively communicate it to stakeholders
• Ability to build and maintain strong relationships with internal business partners
• Efficient report generation and ability to streamline and/or automate processes
• Detail oriented with strong organizational, analytical and oral/ written communication skills
• Excellent interpersonal skills, ability to communicate clearly to a large audience, and demonstrate sound judgement
• Demonstrates positive attitude and comfortable working in a very fast paced environment

Expected base pay rates for the role will be between 57,000 and 110,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).