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Morgan Stanley

Compare

3.7

based on 1.5k Reviews

176 Morgan Stanley Jobs

Associate/Senior Associate/Manager - FATCA (ISG Operations)

Morgan Stanley Advantage Services Pvt. Ltd.

3.7

based on 1.5k Reviews

10-13 years

Mumbai

1 vacancy

Associate/Senior Associate/Manager - FATCA (ISG Operations)

Morgan Stanley

posted 19hr ago

Job Role Insights

Flexible timing

Key skills for the job

Data Entry Data Analytics Customer Service Investment Banking Fund Accounting Wealth Management

+ 4 more

Job Description

Review FATCA/CRS documentation provided in connection with investor onboarding (i.e. IRS Forms W-9/W-8 and Self-Certifications) for completeness, reasonableness, and compliance with the regulations.

Act as a primary contact point for assisting client funds and their investors with FATCA/CRS related queries and obligations.

Apply the appropriate Account Holder classification to investors who have submitted valid documentation.

Utilize MSFS software to draft standardized emails to investors noting deficiencies, errors, or omissions in their FATCA/CRS documentation.

This role has particular responsibility for the second level review of activity entered by fellow team members.

Supervision of FATCA/CRS data entry and operational personnel, including development of their FATCA/CRS knowledge.

Team participation:

FATCA/CRS Managers work as a member of a global team. Frequent interaction will include work with colleagues whose focus is on Fund Accounting, AML, and Investor Services.

Projects:

FATCA/CRS Managers will participate in various IT and Operational Projects. Contributions include:

Identifying system enhancements that reduce operational risk, create operational efficiency, and improve customer service.

Participating in key elements of the project life cycle (i.e. Specification, Testing and Operational Implementation).

Participating in the conversion and review of records from other administrators.

Qualifications, experience, and skills needed:

Extensive current experience working with FATCA/CRS.

Employment Type: Full Time, Permanent

Read full job description

Morgan Stanley Interview Questions & Tips

Prepare for Morgan Stanley Senior Associate roles with real interview advice

What people at Morgan Stanley are saying

3.6

Rating based on 112 Senior Associate reviews

Anonymous · Engineering - Software & QA in Mumbai

Likes

Growth opportunities, team change opportunities

Salary - Good

+2 more

Dislikes

US timezone issues

Read 112 Senior Associate reviews

Senior Associate salary at Morgan Stanley

reported by 1.5k employees with 1-9 years exp.

₹7 L/yr - ₹26 L/yr

74% more than the average Senior Associate Salary in India

View more details

What Morgan Stanley employees are saying about work life

based on 1.5k employees

68%

93%

81%

88%

Flexible timing

Monday to Friday

No travel

Day Shift

View more insights

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2d ago·via naukri.com

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Associate/Senior Associate/Manager - FATCA (ISG Operations)

Morgan Stanley Advantage Services Pvt. Ltd.

Job Role Insights

Job Description

Morgan Stanley Interview Questions & Tips

Top Morgan Stanley Senior Associate Interview Questions

What people at Morgan Stanley are saying

3.6

Rating based on 112 Senior Associate reviews

Senior Associate salary at Morgan Stanley

What Morgan Stanley employees are saying about work life

Morgan Stanley Benefits

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