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Puerto Cortés, Costa Rica
Onsite
We’re seeking someone to join our team as a Technology Financial Coordinator to coordinate, provide status and execute transactions for all phases of the funding and approval process for capital requests in Investment Management Technology and Operations.
The Capital Expense Management Team in partnership with the vertical Business Managers is responsible for the end-to-end lifecycle management of Funding Request and Wallets. We are looking for a specialist for our COO Organization in all matters of business management relevant to technology-related financials, portfolio management and project/administrative management.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Technology Administration Office II position at Associate level, which is part of the job family responsible for managing administrative tasks related to technology infrastructure and services, ensuring smooth operations and support for the organization's technological needs.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…
What you’ll do in the role:
Support Financial management, control and analysis of respective business managers
Provide Financial analysis and spend management for Funding Requests (FR)
Initiate Financial management oversight and co-ordination of capital provisioning
Gather documentation, analysis, budget confirmation in collaboration with Project Managers, Sourcing Managers, Business Managers and IT Finance to handle FR execution and approval for Consulting, Software and Telecommunication services
Reconcile project related financials across the project portfolio including derivation of rates, monitoring actuals vs budget and determining project related corrective action where necessary
Execute monthly accrual analysis on regular and aging items, provide invoice approvals where necessary
Provide support to department managers for communication of technology agenda
Carry out tasks related to the job in accordance with the instructions of the supervisor
Improve current processes around Financial analysis and tracking tasks
What you’ll bring to the role:
3+ Years working experience in a similar position in financial services
Excellent working knowledge of MS Office, Excel and PowerPoint
Strong analytical skills
Strong communication / interpersonal skills to be able to interact at all levels & be effective as part of a broader team of business managers
Accuracy and attention to details
Be available to answer questions and queries from local and remote team members and users in a timely fashion
Organizational skills - work with a vast array of information from solicitation to analysis and to cope with rapidly changing information
Ability to manage multiple tasks as well as multiple clients, occasionally under pressure
Be a team player and have the ability to work individually
Escalate issues and risks to the supervisor in a timely fashion
Be able to effectively and actively ensure upward, downward peer communication of information and issues and risks
Understand and adhere to the organization’s values
Experience in working in financial services / project management / technology is a plus
Project management or Reporting background is a plus
Experience with AI and/or automating manual processes is a plus
What we offer:
To work with some of the best professionals in the business - for a firm that values individual intellect as much as teamwork
State-of-the-art offices in the City Centre that are designed to maximize collaboration
Flexible working arrangements (core hours and opportunity to work from home)
Enriching challenges that provide opportunity for constant learning and advancement
An environment which is leveraging technology to its highest potential
At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.
All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.
Knowledge of French and English is required.
Build a career with impact. Visit morganstanley.com for more information.
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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
