W. R. Berkley jobs in Stamford, CT

Company Details From middle market to Fortune 500 companies, our Excess Casualty team is committed to providing excellent service and a consistent approach to meet the needs of our brokers and their customers. We seek to outperform our competitors with a focus on understanding client's priorities and developing creative risk solutions to meet their long-term needs. Our key differentiators include the following: EXCLUSIVE WHOLESALE MARKET - We are committed to the wholesale brokerage community and continually build upon long established relationships with a passion for superior service for our appointed producers. OUR PROFESSIONALS - We attract and retain professionals with significant excess insurance experience, many over 25 years, with a culture that promotes integrity, excellence and respect. LONG-TERM APPROACH TO ACCOUNTS - We continually seek partners for the long term who share our values and our risk management discipline. Long-term relationships have been our management's trademark in over 30 years of serving customers in the Excess & Surplus marketplace. Our team is dedicated to serving the varied casualty exposure needs of our brokers and their customers. By truly understanding your risk exposures in a constantly changing global environment, we can better work with you to keep risk placement recommendations current and responsive. ****************************** Responsibilities The Director, Excess Casualty E&S Underwriter is responsible for analyses of potential and existing customers by gathering and reviewing information on the companies' financial condition, loss and exposure history, and other relevant information to determine underwriting acceptability. Duties will also entail assessing economic acceptability of the risks and other important criteria that may affect the type of insurance coverage provided and premiums charged. Under supervision, the person in this role will assess risk, set rate and coverage levels. The successful candidate with excellent experience while developing their critical underwriting skills, through both independent and on-the-job training (e.g., job shadowing, mentorship, etc.). It is expected that the person in this role will establish, support, and maintain effective relationships with peers, customers, and brokers/agents. The person will also focus on learning how to evaluate both new and renewal book of business from evaluation to the pricing of the risk. Broker Management * Understand the relationship between the brokerage community and underwriting; includes importance of managing the expectations of and communicating underwriting decisions, requirements, and philosophies to brokerage community. * Maintain producer / agency contact log information in electronic databases. * Participate in agency visitations with underwriters, claims representative or loss control representative to begin developing customer contacts. Underwriting Duties * Evaluate risk characteristics of submissions to determine business opportunities in accordance with guidelines and company philosophy. * Review underwriting documents for accuracy prior to their release to brokers and/or company clients. * Learn to analyze coverage and limit requests to determine terms to be offer. Prices business in accordance with company guidelines. Assesses risk quality and compliance within company guidelines and initiates appropriate loss prevention actions. Orders and screens miscellaneous reports needed in the rating and underwriting processes, such as loss history reports, credit checks, outside inspections, loss control, etc. Pre-Underwriting Duties * Assist with the input of preliminary underwriting information; gather third party reports and information on submissions, according to priority ranking by the underwriting team. * Assist with pre-underwriting on renewals prior to the policy expiration date to determine whether notice of non-renewal or notice of a change in risk letters are required. Within guidelines. * Assist with gathering prior claim history information on renewals and utilize judgment to assist in determining extent of pre-underwriting or non-renewal. Underwriting Documents Processing * Receive, accept and follow up for and evaluate additional information for submissions on hold status. * Follow up with producer to collect accurate lost quotation information. * Receive, accept and evaluate binder conditions. * Other duties and special projects as assigned. This position will be located in the West Loop office 4 days a week and 1 day remote. Qualifications * Bachelor's degree with a major in Insurance or related field * Must be able to conceptualize and analyze financials at a college level, as required by product line. * Strong written and verbal communication skills are a must. * Must be able to manage multiple priorities and possess the ability to make independent judgments. * Must be a team player, willing and eager to learn, organized, detailed and flexible. * Position requires occasional travel, including overnight trips. The Company is an equal opportunity employer. Additional Company Details The Company is an equal employment opportunity employer. We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: • Base Salary Range: $130,000.00 - $170,000.00 • Eligible to participate in annual discretionary bonus • Benefits include Health, dental, vision, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Director, Excess Casualty E&S Underwriter is responsible for analyses of potential and existing customers by gathering and reviewing information on the companies' financial condition, loss and exposure history, and other relevant information to determine underwriting acceptability. Duties will also entail assessing economic acceptability of the risks and other important criteria that may affect the type of insurance coverage provided and premiums charged. Under supervision, the person in this role will assess risk, set rate and coverage levels. The successful candidate with excellent experience while developing their critical underwriting skills, through both independent and on-the-job training (e.g., job shadowing, mentorship, etc.). It is expected that the person in this role will establish, support, and maintain effective relationships with peers, customers, and brokers/agents. The person will also focus on learning how to evaluate both new and renewal book of business from evaluation to the pricing of the risk. Broker Management - Understand the relationship between the brokerage community and underwriting; includes importance of managing the expectations of and communicating underwriting decisions, requirements, and philosophies to brokerage community. - Maintain producer / agency contact log information in electronic databases. - Participate in agency visitations with underwriters, claims representative or loss control representative to begin developing customer contacts. Underwriting Duties - Evaluate risk characteristics of submissions to determine business opportunities in accordance with guidelines and company philosophy. - Review underwriting documents for accuracy prior to their release to brokers and/or company clients. - Learn to analyze coverage and limit requests to determine terms to be offer. Prices business in accordance with company guidelines. Assesses risk quality and compliance within company guidelines and initiates appropriate loss prevention actions. Orders and screens miscellaneous reports needed in the rating and underwriting processes, such as loss history reports, credit checks, outside inspections, loss control, etc. Pre-Underwriting Duties - Assist with the input of preliminary underwriting information; gather third party reports and information on submissions, according to priority ranking by the underwriting team. - Assist with pre-underwriting on renewals prior to the policy expiration date to determine whether notice of non-renewal or notice of a change in risk letters are required. Within guidelines. - Assist with gathering prior claim history information on renewals and utilize judgment to assist in determining extent of pre-underwriting or non-renewal. Underwriting Documents Processing - Receive, accept and follow up for and evaluate additional information for submissions on hold status. - Follow up with producer to collect accurate lost quotation information. - Receive, accept and evaluate binder conditions. - Other duties and special projects as assigned. This position will be located in the West Loop office 4 days a week and 1 day remote.

Executive Assistant - Legal & Compliance Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the people of Morgan Stanley are dedicated to providing our clients the finest thinking, products and services to help them achieve even the most challenging goals. As a market leader, the talent and passion of our people is critical to our success. We embrace integrity, excellence, teamwork and giving back. As an administrative assistant, you'll be expected to provide administrative support to senior members of the division and perform the following duties: Act as first point of contact for inbound and outbound phone calls for managers, applying discretion and judgement when dealing with sensitive information Understand the important clients/colleagues of each manager, take accurate messages and stay informed of manger's whereabouts Interface with various departments to collect information, respond to requests and obtain services on behalf of managers Maintain managers calendars via Outlook which includes scheduling meetings/ conference calls, addressing meeting conflicts and assisting with hosting video conferences Plan and organize internal events including event registrations, conference room reservations, multimedia support, and catering requests Arrange all aspects of domestic and international travel which includes booking flights, providing travel itinerary, arranging hotels and car service, assisting with international travel requirements (ie, visas, entry letters) Prepare and submit expense reports on a timely basis for travel or business-related expenses, follow up on discrepancies and missing receipts to keep balances current. Create, edit and format documents using Microsoft Office Suite and Adobe Pro Collaborate and gather documents for upload onto internal and regulatory systems or for printing and binding, if necessary Manage team's shared sites such as Microsoft Teams, SharePoint and other collaborative sites. Support your dedicated team by assisting with the onboarding/offboarding of contingent workers and employees, creating and maintaining mail groups, ordering office supplies, receiving guests/visitor and handling all incoming/outgoing mail and packages. Process invoices and create funding requests using internal platforms Assist on adhoc projects and provide backup coverage for other administrative assistants, as needed Qualifications - External Skills Required: Experience supporting multiple senior professionals including heavy calendars management and phone coverage Must be flexible covering different managers' as group grows or changes Experience working in the financial services industry (5-10 years) College Degree Preferred (or 5+ years of relative corporate experience preferred) Excellent communication, writing, judgment, and problem-solving skills Strong attention to detail as well as solid organization/time management skills Must be an enthusiastic and positive team player who is willing to help out and work well with others Able to work in a fast-paced environment and handle multiple tasks concurrently Proficient in the Microsoft Office suite especially PowerPoint, Excel and Outlook for email, calendar and contacts Knowledge of O365 and Microsoft Teams a plus Ability to be proactive and keep current with office procedures and technical training as well as all policy guidelines and compliance requirements Experience and knowledge of CSTO, Concur, SharePoint, Fieldglass and Ariba a plus Solid typing skills (60+ wpm) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. 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). Expected base pay rates for the role will be between $60,000.00 and $105,000.00 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).

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 an outstanding foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley Wealth Management ("MSWM") provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust. MSWM's Alternative Investments business is an industry leading provider of alternative investments with more than $140B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets, and digital assets. The Alternative Investments business mission is to provide MSWM clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry. The Alternative Investments Transfers for Illiquid Products Analyst will be responsible for transfers across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $57,000 and $115,000 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).

Company Details Responsibilities : Independently analyze and price reinsurance submissions and provide recommendations. Work closely with underwriters to help them understand the conclusions and the key assumptions built into the pricing analysis. Effectively communicate findings and results to internal and external stakeholders and all levels of management as required. Present pricing findings to the company President and serve as a key member in the referral process. Develop, maintain and enhance actuarial pricing tools and parameters. The role will focus on the reinsurance treaty pricing function, but will also participate in other functions with the department, including reserving, CAT modeling, and ERM. Perform CAT modeling and treaty profitability simulation analysis using ReMetrica or MetaRisk. Program using VBA or SQL to develop actuarial models or data manipulation. Develop actuarial pricing models with Excel to price reinsurance treaties. Train, mentor and develop junior staff. Support reserving, financial reporting and management reporting functions, as needed. Some telecommuting permitted. #LI-DNI Qualifications Education Requirement: Master's degree in actuarial science, operations research, applied analytics, or related Experience Requirement: Two (2) years of experience as an actuarial analyst, credit analyst or related Special Skills/Certifications: Must have passed at least 5 Casualty Actuarial Society (CAS) exams. Additionally, must have some work experience in each of the following: (1) Hands-on experience with pricing reinsurance treaties; (2) Develop actuarial pricing models with Excel to price reinsurance treaties; (3) CAT modeling and performing treaty profitability simulation analysis using ReMetrica or MetaRisk; and (4) Programming using VBA or SQL to develop actuarial models or data manipulation within pricing reinsurance Additional Company Details Salary: $135,616 to $142,560 Apply: berkley.com/careers Responsibilities Job Description: Independently analyze and price reinsurance submissions and provide recommendations. Work closely with underwriters to help them understand the conclusions and the key assumptions built into the pricing analysis. Effectively communicate findings and results to internal and external stakeholders and all levels of management as required. Present pricing findings to the company President and serve as a key member in the referral process. Develop, maintain and enhance actuarial pricing tools and parameters. The role will focus on the reinsurance treaty pricing function, but will also participate in other functions with the department, including reserving, CAT modeling, and ERM. Perform CAT modeling and treaty profitability simulation analysis using ReMetrica or MetaRisk. Program using VBA or SQL to develop actuarial models or data manipulation. Develop actuarial pricing models with Excel to price reinsurance treaties. Train, mentor and develop junior staff. Support reserving, financial reporting and management reporting functions, as needed. Some telecommuting permitted. #LI-DNI

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. 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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. Department Profile: The WM and U.S. Banks 1L Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM and U.S. Banks 1L Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Role Description: This Financial Crimes Risk KYC Office Procedure Writer VP role will provide support to the Financial Crimes Risk Team with First Line financial crimes-related procedures. Key Responsibilities: - Create, maintain, update, and refresh organizational inventories supporting the Wealth Management & U.S. Banks group, including but not limited to, procedures, desktop guides, and quick reference cards (QRCs) - Collaborate with stakeholders, process owners, and Second Line to accurately document new processes and procedures - Provide reporting on the status of procedure updates and target publication dates - Contribute to the planning and performance of internal reviews of procedures within various product and business areas to ensure that controls are adequately designed and operating effectively in preparation for all audits, compliance exams, and regulatory inquiries - Assist with annual roadmap of team initiatives/projects and process improvements, noting risks, issues, and dependencies and tracking progress against program calendar to ensure adherence to deadlines - Support ad-hoc procedure related issues, actions, and remediations for the KYC Office Essential Skills: - Attentive to detail - Collaborative and able to build effective working relationships with stakeholders and colleagues at all experience levels - Strong interpersonal skills and ability to communicate effectively both verbally and in writing Ability to: - analyze, summarize, and distill down complex ideas into actionable process steps effectively - investigate and identify issues, impacts, and potential solutions - multitask effectively and action matters promptly - work both independently and collaboratively in a team environment - handle highly confidential information with appropriate discretion Required Experience: - Minimum 5-7 years of experience in financial crimes/AML - Experiencing drafting and/or managing procedures - Bachelor's degree in Business, Finance, or another related field or equivalent experience Preferred Qualifications: - Certified Anti-Money Laundering Specialist certification by ACAMS or equivalent AML certification/license - General knowledge of AML regulatory requirements and expectations (domestic and international) - Proficiency in MS Office (Microsoft Word, Excel, and PowerPoint) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $140K-$200K 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).

Company Details Berkley One exists to insure and protect the lifestyles of a modern generation of affluence. We seek clients that are sophisticated individuals and families who require world-class risk and claims management customized to their needs, a team of select expert independent agents and innovative digital tools to keep it simple and easy. We'll blend our partners, products and capabilities with all that is Berkley, generating a modern solution for the customers we serve. Our culture is one of innovation, creativity and teamwork. Our team is highly motivated, passionate about our business, and deeply experienced in developing and delivering product and service solutions in the personal insurance marketplace. #LI-AV1 #LI-Remote This role will require a colleague to travel to cover one (or more) of the following areas: Long Island, NYC boros, Northern NJ and/or Westchester county, NY. The company is an equal opportunity employer. Responsibilities As a Property General Adjuster, you will be responsible for quality handling and resolution of property claims including complex, high exposure claims in a timely, professional manner with emphasis on providing quality service. We'll trust you to handle all manner and size of personal lines property claims - most often for high net worth customers. What you can expect: * Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent * Internal mobility opportunities * Visibility to senior leaders and partnership with cross functional teams * Opportunity to impact change * Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education We'll count on you to: * Appropriately manage assigned first party claims through coverage analysis, on site investigation, reserving and resolution * Identify and address coverage issues, complete investigation to determine cause & exposure, set timely reserves and develop detailed action plans * Write fair and equitable estimates in a software program * Negotiate and convey claim settlements within authority limits * Establish validity of claims submitted for payment through investigation, research and contact with policyholders, claimants and outside parties for additional information and documentation to evaluate and properly resolve claims * Write denial letters, Reservation of Rights and other correspondence. * Maintain an effective diary system and document claim file activities in accordance with established procedures * Pro-actively manage file inventory to ensure timely resolution of cases * Deliver exceptional customer service to meet the needs of the insured, agent and all internal and external customers Qualifications What you need to have: * 5+ years experience handling property insurance claims with an emphasis in working with High Net Worth customers preferred and experience with automated claims systems * Broad knowledge of construction, estimating and estimating systems, Symbility preferred * Pro-active, you will manage preferred vendors in order to drive continuous quality improvement * Collaborative, you will coordinate with lead adjusters and managers on pending claim files requiring additional investigation and confirming coverage on our largest claims; you will also actively participate on CAT duty when needed and assist in overseeing the contractor referral program including re-inspections and quality reviews * Incredible empathy and understanding of the needs of customers, both insureds and their agents alike; you will be an excellent, pro-active advocate for Berkley One customers and are passionate about their brand experience * Valid drivers license What makes you stand out: * Experience working with High Net Worth customers * Symbility systems exoerience * Excellent oral and written communication skills * Calm under pressure; you have excellent organizational and negotiation skills, integrity, and great follow-through on tasks * You have a strong sense of accountability, fun and adventure * Natural curiosity; you love learning how things work and you are always looking for innovative improvements Additional Company Details We do not accept any unsolicited resumes from external recruiting firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: • Base Salary Range: $130,000 - $145,000 • Eligible to participate in annual discretionary bonus • Benefits include: Company Fleet Vehicle, Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Responsibilities As a Property General Adjuster, you will be responsible for quality handling and resolution of property claims including complex, high exposure claims in a timely, professional manner with emphasis on providing quality service. We'll trust you to handle all manner and size of personal lines property claims - most often for high net worth customers. What you can expect: - Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent - Internal mobility opportunities - Visibility to senior leaders and partnership with cross functional teams - Opportunity to impact change - Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education We'll count on you to: - Appropriately manage assigned first party claims through coverage analysis, on site investigation, reserving and resolution - Identify and address coverage issues, complete investigation to determine cause & exposure, set timely reserves and develop detailed action plans - Write fair and equitable estimates in a software program - Negotiate and convey claim settlements within authority limits - Establish validity of claims submitted for payment through investigation, research and contact with policyholders, claimants and outside parties for additional information and documentation to evaluate and properly resolve claims - Write denial letters, Reservation of Rights and other correspondence. - Maintain an effective diary system and document claim file activities in accordance with established procedures - Pro-actively manage file inventory to ensure timely resolution of cases - Deliver exceptional customer service to meet the needs of the insured, agent and all internal and external customers

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. In this role, the Associate will support the U.S. Banks Data Quality Program by driving compliance with the Firm's Data Quality Policy and procedures, with a focus on BCBS 239 requirements across Risk and Finance. The Associate role is in the U.S. Banks First Line Business Risk team. This team is responsible for managing risks associated with Data Quality. This role requires regular interaction with other divisions across firm, technology, Bank Business partners, Bank Data Stakeholders, Compliance, Second Line Risk and Internal Audit. Primary Responsibilities Include: Ensure compliance with the Global Data Quality Policy and BCBS 239 standards for prioritized data domains across U.S. Banks. Partner with the Firm Data Office, Divisional Data Offices, and Technology teams to: Conduct data flow analysis. Assess and monitor data quality controls. Identify data owners and catalog metadata in Collibra. Manage annual re-attestation processes. Define solutions including dashboards, automated communications, and data quality management processes. Partner with project and technology teams to enhance controls and optimize data processes. Develop and maintain dashboards and performance metrics for periodic reporting to management committees and senior leadership. Maintain procedural documentation, including desktop procedures, to support consistent execution. Partner with technology teams to ensure data sourcing from authoritative systems to improve data quality. Communicate project progress, risks, and issues to stakeholders with clarity and consistency. Qualifications Bachelor's degree in Business, Finance, or a related field. Minimum 2 - 3 years of professional experience, ideally within the financial services industry, with demonstrated expertise in data management, governance, quality, lineage, and issue remediation. Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, Visio and other MS Office Tools. Proven ability to collaborate across functions and manage multiple priorities in a fast-paced, Agile environment. Strong Attention to detail and the ability to handle, prioritize multiple tasks and projects concurrently. Highly motivated / self-starter with a sense of accountability & ownership, willingness to learn, and ability to work independently. Excellent written and verbal communication skills. Experience performing business analysis, writing business requirement document, and creating mock dashboards. The ability to work effectively within a local and global team, as well as independently. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 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).

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. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence. Responsibilities: Responsible for supervision of VEAs including managing their training and development Monitor on-site performance, behavior and general policy adherence Develop effective teams, providing consistent leadership and assuming accountability for results Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity Coach and develop team members to improve their performance across all metrics As needed, create performance improvement plans for underperforming VEAs Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary Conduct regular team meetings to pass along best practices and share ideas Understanding and knowledge across all VEA services and offerings In partnership with the VEA Relationship Manager, conduct performance reviews Stay organized, focused, and highly disciplined Demonstrate accountability and a strong work ethic to promote confidence and trust in their work Qualifications: Bachelor's degree or equivalent experience Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged. Previous management experience required Excellent written, verbal and presentation communication skills Possess exemplary organization and time-management skills Expert knowledge of PC, MS Office and internet applications Self-starter, must be able to work independently, be flexible and detail-oriented Be authorized to work in the US without durational restrictions Successfully complete background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $180,000 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).

Morgan Stanley Wealth Management Legal and Compliance Division is seeking to hire a Vice President to join a team providing legal coverage for Morgan Stanley Wealth Management's Alternative Investments and Private Markets businesses. Specifically, the attorney will focus on alternative investment funds and private securities transactions and related matters. The position will be based in Purchase, NY. The successful candidate will join a team of attorneys, reporting to the head of the Alternative Investments legal team. The attorney will have significant interaction with the business unit, and will work closely with the other attorneys on the Alternative Investments and Private Markets legal teams. The attorney will also work and coordinate with a broader group of advisory attorneys covering Morgan Stanley Wealth Management's other products and services. In particular, the position will involve analyzing, reviewing, negotiating, structuring and approving matters relating to the offering and distribution of alternative investment funds and other private securities, as well as ongoing support for such products. In addition, the attorney will advise on various business projects, both independently and in coordination with other team members, as necessary. The attorney will also work closely with internal stakeholders, such as Compliance, Risk and the business units within Morgan Stanley Wealth Management, as well as with counterparties at external financial services firms and outside counsel. The following is an illustrative, non-exhaustive list of the types of responsibilities that the successful candidate will be actively involved in: > Distribution of complex fund or feeder fund offerings, co-investments, secondaries and direct and indirect private securities offerings. > Drafting and negotiating a wide range of legal agreements, including placement agent agreements and other distribution agreements, custom fund offerings, servicing agreements, as well as working with external counsel when needed. > Reviewing offering documents (private placement memoranda, limited partner agreements, side letters), early stage transaction documents (NDAs, term sheets, agreements), subscription agreements and ongoing fund communications. > Advising on legal obligations arising in connection with corporate governance, investor relations, fund raising, distribution, marketing, and investing activities as well as the review and resolution of legal-related issues/questions that arise with respect to order processing (subscriptions, transfers). > Reviewing marketing materials and investor presentations (including track record data) for adherence to FINRA and SEC rules related to advertising and communications with the public. > Improving operational efficiency by partnering with the Mumbai Legal team, including transitioning certain tasks to streamline processes and providing feedback to enhance expertise. > Reviewing and negotiating client account documentation related to alternative investment product and services and ongoing corporate communications. > Reviewing and interpreting relevant statutes, rules and regulations applicable to wealth management products and services. Monitoring and advising on legal developments impacting alternative investments. > Leading deal-specific and general education presentations to the business unit and other Morgan Stanley Wealth Management attorneys. > Maintaining form agreements as well as working on discrete projects, regulatory inquiries, fund maintenance and other matters as appropriate. -- J.D. required. -- A minimum of three (3) years' relevant experience at a top quality law firm and/or in-house, preferably with a financial services firm (including a bank, broker-dealer, investment advisory firm, private equity, real estate or hedge fund). -- Experience with some or all of the following: alternative investments, co-investments, direct investments, and/or secondary transactions in private securities. -- Experience reviewing and interpreting statutes, rules and regulations, with knowledge of U.S. securities laws including Investment Advisers Act of 1940, Securities Act of 1933 (including Regulation D), the Securities Exchange Act of 1934, and/or the Investment Company Act of 1940. -- Experience with broker-dealer/FINRA matters is a plus, along with familiarity with ERISA matters, anti-money laundering (AML) regulations, data protection laws, and tax considerations related to alternative investments -- Candidates should have experience in complex transactions and projects and must be able to work independently when needed and also collaborate with cross-functional groups. This role will be a hybrid role, 3 days in the office Skills Desired: > Professional maturity, confidence, presence, independence, drive, and initiative > Excellent judgment and analytical skills > Excellent oral and written communication skills > Strong interpersonal skills > Strong management and administrative skills > Teamwork and ability to multi-task in fast paced environment > Ability to proactively evaluate and prioritize among multiple tasks Purchase, NY The position will be based in Purchase, NY. This office is the Headquarters of the firm's Wealth Management division. The location recently went through an extensive remodel, creating a state-of-the-art facility featuring a first-class gym, game lounge, eating facilities and more, to enhance the employee experience. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Job Posting Pay Range 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). Expected base pay rates for the role will be between $110,000.00 and $190,000.00 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).

Join our Team National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life, we maintain insurance policies for clients nationwide and when your family needs us most, we're there. About this Position The Operations Support Specialist involves receiving and processing all forms of communications from original line and student life policy holders. The Ops Specialist maintains policies in all lines of business and processes all requests in accordance with policy contract stipulations. Cash surrenders, loans, reinstatements and all other policy owner requests are processed for the original lines and student life lines of business. Responsibilities and Qualifications * Deliver exemplary customer service to NBL customers * Respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly. * Recognizes priority situations and understands when to notify appropriate parties. * Strong computer skills and proficient with Microsoft Office 365 * Minimum 2 years of customer service experience is required * Excellent customer service, verbal and written communication skills * Ability to work independently without close supervision * Ability to set priorities and act with sense of urgency * Ability to communicate and work effectively with leaders and associates at all levels * Excellent organizational skills, including the ability to manage multiple priorities simultaneously * Analytical ability, mathematics skills, knowledge of recordkeeping and attention to detail * Thorough working knowledge of Life Insurance operations * Knowledge of NBL policies and structure * Strong interpersonal relationship skills and ability to communicate professionally with irate customers * Cash Surrender & Loan Processing * Reinstatement, Reversion & Reg 60 * Title Change Processing * Whole Life Conversion & Stand Alone ADB Processing * Customer Service * Imaging & Report Processing * Balance and update reports for vendors * Review reports and perform mailings for aged and paid-up policies * Review and respond to incoming correspondence * Process duplicate policies for old and current product policies * Process address changes for old and current product policies * Demonstrate strong customer orientation and take responsibility to ensure customers are satisfied * Contribute to team effort by accomplishing related results as needed * Perform various administrative and customer service-related duties * Contribute to team effort by accomplishing related results as needed * Annuity death claims * Weekly Status Report * Maintenance of 1099 system Location: Long Island City, New York Schedule: Hybrid role, 40 hours per week working Monday - Friday 8:30 a.m. to 5:30 p.m. Salary Range: $47,000 - $54,000 Hybrid Work Requirements * A laptop will be supplied to you * You must provide Internet Access with speed requirements of Upload - 8 mbps Download - 15 mbps FLSA status: This position is exempt (not eligible for overtime pay): No Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At National Benefit Life, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

We're seeking someone to join our Financial Planning & Analysis team as an Associate in Finance. Within Wealth Management Finance, the Planning & Analysis group produces consolidated reporting for actual, budget and forecast. This role will have a central focus on consolidating and reporting segment financials for Annual CCAR and Quarterly stress Testing. This includes actual results as well as budget and multi-year forecasts for the consumption of both internal and external parties. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Financial Planning & Analysis Job Family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance, as well as expense allocation. 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. What you'll do in the role: - Collaborate with a varied group of colleagues in Finance and across the Firm - Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products - Adhere to the Firm's risk and regulatory standards, policies and controls - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - Assisting with WM financial model onboarding efforts; manage daily stand-up calls with Technology and Corporate partners - Support overall project initiatives regarding model input/output automation, data validation, and process enhancements - Preparation of quarterly reporting decks including the WM CCAR Review & Challenge package - Data submission for quarterly regulatory reports - General and ad hoc involvement with the segment budget and Comprehensive Capital Analysis & Review (CCAR) multi-year forecast preparation What you'll bring to the role: - Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - Ability to provide positive and constructive - Feedback and acknowledge efforts of team members - Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks - B.A./B.S. in relevant field - 2-5+ years of relevant experience - A high aptitude for numbers and a quick grasp of new applications and technology - Must be willing to learn, grow and remain agile - Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions - A desire to work in a team-based environment and contribute as a team player - Extremely proficient with Microsoft Office - Strong communication skills - Experience with Oracle Essbase/TM1 preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $115,000 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).

Company Details Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States, listed on the New York Stock Exchange, a Fortune 500 Company, part of the S&P 500, with gross written premiums exceeding $10 billion. The Berkley brand comprises more than 60 businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by our Executive Chairman, founder and largest shareholder, William. R. Berkley and our President and Chief Executive Officer, W. Robert Berkley, Jr., W.R. Berkley Corporation is well-positioned to respond to opportunities for future growth. Berkley Re America is a specialty P&C reinsurer within the Berkley Reinsurance Segment. We provide reinsurance solutions for insurers with a successful business model built upon specialization in the products we underwrite. We are able to leverage deep institutional knowledge built up over 50 years of specialty underwriting and prudent capital management to serve our clients' needs. The Company is an equal employment opportunity employer. Responsibilities The Senior Reinsurance Accountant is responsible for overseeing the end-to-end operational and accounting processes related to assumed and ceded treaties assigned from the reinsurance portfolio. This role ensures the integrity of financial data, supports strategic reinsurance initiatives, and manages his/her timely processing of assigned reinsurance transactions. The ideal candidate will bring deep technical knowledge of assumed and ceded reinsurance and strong leadership capabilities, with a mindset for continuous improvement. * Review, understand and interpret complex reinsurance treaties, ensure adherence to contractual terms and regulatory requirements. * Accurate and timely recording of assumed and ceded premium, losses and related transactions. * Oversee automated cash applications and manually apply cash transactions as well as the reconciliation of receivables and payables. * Prepare ceded bordereau for distribution. * Maintain reporting and settlement in conjunction with the terms of the contract. * Manage premium receivable aging and follow up with the broker for late reporting, overdue payments and contract related discrepancies. * Assist in calculations of adjustable features, including contingent and sliding scale commissions, including verification to related reinsurance contract. * Preparation of STAT reporting for consolidation, including Schedule F * Support Financial Reporting for general ledger inquiries related to reconciliations & balance sheet analysis. * Handle all inquiries for assigned accounts. * Assist in transformation, project change and implementation. * Support ad hoc activities and projects. Qualifications * A bachelor's degree in finance or accounting is preferred - an associate's degree is the minimum. * Courses in Computer Science and / or Insurance Certifications are a plus. Qualifications: * Minimum of 5 years' experience in reinsurance operations - Facultative and Treaty. * Industry knowledge and a strong understanding of assumed and ceded reinsurance accounting concepts. * The ability to understand and interpret complex reinsurance contracts. * Deep understanding of reinsurance structures (quota share, excess of loss, facultative, etc.). * Strong Communication skills with the ability to express views clearly in both oral and written form to finance, underwriting, actuarial and claims executives. * Advanced Excel skills and SQL knowledge. * Experience with Reinsurance Source Systems. XLPro system knowledge is a plus. * Exposure to automation tools (e.g., Power BI, RPA) is a plus. * Flexibility - to adapt to changing departmental needs. * Accountability - Understands expectations and is reliable and dependable. * Analytical - Can independently recognize inconsistencies and conclude issues effectively. * A motivated team player with the ability to operate independently with limited supervision Additional Company Details We do not accept any unsolicited resumes from external recruiting firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. This company is an equal opportunity employer. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Senior Reinsurance Accountant is responsible for overseeing the end-to-end operational and accounting processes related to assumed and ceded treaties assigned from the reinsurance portfolio. This role ensures the integrity of financial data, supports strategic reinsurance initiatives, and manages his/her timely processing of assigned reinsurance transactions. The ideal candidate will bring deep technical knowledge of assumed and ceded reinsurance and strong leadership capabilities, with a mindset for continuous improvement. - Review, understand and interpret complex reinsurance treaties, ensure adherence to contractual terms and regulatory requirements. - Accurate and timely recording of assumed and ceded premium, losses and related transactions. - Oversee automated cash applications and manually apply cash transactions as well as the reconciliation of receivables and payables. - Prepare ceded bordereau for distribution. - Maintain reporting and settlement in conjunction with the terms of the contract. - Manage premium receivable aging and follow up with the broker for late reporting, overdue payments and contract related discrepancies. - Assist in calculations of adjustable features, including contingent and sliding scale commissions, including verification to related reinsurance contract. - Preparation of STAT reporting for consolidation, including Schedule F - Support Financial Reporting for general ledger inquiries related to reconciliations & balance sheet analysis. - Handle all inquiries for assigned accounts. - Assist in transformation, project change and implementation. - Support ad hoc activities and projects.

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. In this role, the VP will support the U.S. Banks Data Quality Risk Program for driving compliance with the Firm's Data Quality Policy and procedures. The VP role is in the U.S. Banks First Line Business Risk team. This team is responsible for managing risks associated with Data Quality. This role requires regular interaction and partnership with other divisions across firm, technology, Bank Business partners, Bank Data Stakeholders, Compliance, Second Line Risk, and Internal Audit. Primary Responsibilities Include: Establish and execute consistent processes to effectively expand the Banks Data Quality Risk oversight (e.g. identification of prioritized data for the U.S. Banks). Lead data flow analysis with a solid technical understanding to assess existing data quality controls, oversee onboarding of data quality controls to DQ Control Monitoring platform, and lead fit-for-purpose attestations by partnering with Business and Technology partners. Identify business data ownership, manage cataloging of metadata into the Firmwide Data Catalog (Collibra), and control ownership among Bank Business and Technology partners. Lead the development of metrics and dashboards for periodic Senior Management updates and reporting in various forums including Banks Data Quality Risk Management Committee. Deliver updates and presentations to senior audiences in relevant committees and forums. Product owner of the DQ Control Monitoring platform, recommending enhancements, and managing implementations with the technology team. Manage Data Quality control monitoring and exception resolution process. Manage the identification and mitigation of data related issues related to processes, reporting, technical issues, or controls impacting data Consumers. Develop and update procedures and/or processes needed to ensure compliance to the Global Data Quality Policy. Team management responsibilities to oversee key Data Quality Risk processes, providing mentoring, supervisory oversight, and coordination. Qualifications: Minimum 6-8 years of experience in financial services. Bachelor's Degree required. Experience with data governance, data quality, data analysis, data lineage processes. Strong technical and analytical skills with a focus on fixing data issues at the source. Understanding of BCBS 239 and Global Financial Crimes risk management and control concepts. Ability to collaborate with cross-functional stakeholders. Ability to run meetings with multiple stakeholders and business areas. Strong written and verbal communication skills and ability to lead effective meetings. Strong organizational skills, attention to detail, and proven track record of project prioritization, execution, and risk management. Highly motivated, self-starter with a clear accountability & ownership mindset and ability to challenge assumptions. Sound judgment and ability to escalate project risks and issues. Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, Visio and other MS Office Tools. Experience with data governance and data quality tools (e.g. Collibra, Informatica). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 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).

The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you! Our Institutional Securities business provides corporate, sovereign, investor and other institutional clients globally with best-in-class products and services in M&A, sales and trading, equity underwriting and debt financing. ISG Client is a new engagement area that covers all institutional client-facing products across the firm, looking at different initiatives more holistically, bringing them together to create a strategic vision of the institutional client experience. Once Here You Will... Engage in hands-on across all stages of the design process; user research, ideation, concept development, validation, wireframing, prototyping, final visual design, and implementation support. Serve as a high-level craft and delivery expert on complex products and provide scalable and innovative design solutions that influence stakeholders across functions to gain support for design strategies. ? Partner closely with cross functional teams - Business, Technology, Sales, Operations, Risks, and others to ensure products are well-defined, high impact, and successfully executed. Drive the discovery phase of the product, such as leading a collaborative workshop that define the problem that needs to be solved, educates with research and data, and clarifies the success metrics. Determine best UX solutions based on UX research and business goals and help to determine overall direction, identifying challenges and adapting as needed based on the context of the solution and customer. Lead a team of designers; provide oversight to deliver exemplary solutions, guide and mentor them fostering a culture of creativity, collaboration, and continuous professional growth. Maximize utilization by managing workflow, intake, and design resourcing effectively, responding to business needs and priorities. Collaborate with the wider design community; other studios and horizontal COEs (UX Research and Design System), to reduce duplicate of work, create cohesive user experience, and provide more strategic UX. Support the larger UX team culture by fostering a collaborative and creative work environment. Intentionally craft moments that allow people to pause, connect and get inspired. Design Execution Employ a user centered approach to influence the product vision Create simplicity out of complexity for experiences that have dense data & complex business requirements. Demonstrate the ability to adjust and prioritize design scope effectively in response to changing needs and/or constraints Contribute with hands-on design support when needed to illustrate initial design directions or assist with deliverables Push boundaries by leveraging data driven insights to craft intuitive, engaging, and impactful digital experiences Collaboration and Communication Partner regularly with other UX leads to exchange insights, set design standards, align on strategies to grow the firm's UX maturity, and (when necessary) coordinate dependencies across teams. Collaborate across departments to inform project strategy, roadmaps and design team engagement with the ability to advise, coach and course correct when/if needed. Build and maintain trusted relationships with senior product and technology stakeholders, ensuring UX is seen as a strategic partner in driving innovation and delivering impactful solutions, rather than a tactical resource Help define strategic roadmaps in partnership with the product management team Present innovative design work to senior management with a clear, compelling narrative to gain alignment and secure buy-in Advocate for good user experiences by using stories from successful initiatives, UX best practices and data illustrate how a human-centered approach contributes to product success. Relevant Experience and Mindset: A portfolio that demonstrates partnering with multiple departments on successful product releases 8+ years of experience as a UX designer as a key contributor to the success of products that have launched At least 3 years of experience managing small to medium sized teams Mastery managing the team's workload and deliverables Bachelor's degree in design, computer science or related field; master's degree is a plus Fluency in design thinking methodologies Strong sense of design, and current with the latest design methodologies Current in the best practices for using design systems You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite to mature design thinking in a large organization You practice active listening and contribute to group situations (brainstorms, audits, critiques, whiteboard sessions, etc.) You have a high tolerance for projects with ambiguity and the ability to set the direction for undefined, complex projects You are resilient in the face of obstacles You have a relentless desire to validate assumptions and uncover a problems' root cause by testing, learning, and iterating You constantly seek opportunities to evangelize and promote design thinking in a large organization WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 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).

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) • Assist FAs/PWAs/teams in delivering against their business plan and client service model • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Client Service Associates located in Connecticut receive an annual salary ranging from $35,360 to $61,200. In addition, Client Service Associates receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee's regular hourly rate of pay by one-and-a-half. Morgan Stanley also offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about the firm's benefit offerings. 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).

Company Profile: Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. 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. Department Overview: The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out. The Portfolio Management Governance Team sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives. Job Overview As part of the PMG team, this individual will provide program oversight and support across the platform portfolio and for select initiatives across critical WM platforms. This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. The successful candidate will work closely with key Business, Risk, Technology and Product management to deliver solutions for our supported businesses and end clients. Principal Responsibilities > Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget > Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership > Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy > Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy > Assist in the development of the target operating, service, and support models > Support Engagement & Adoption strategy, and provide support for pilot and business launch > Maintain strong partnerships with teams across the business and technology teams to drive successful execution > Provide transparency to stakeholders into progress towards goals, including leading governance Desired Skills > Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately > Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance > Problem solving and consensus-building skills > Strong presentation skills, including ability to create PowerPoint presentations for various levels of management > Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall) > Ability to organize and prioritize work > Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making > Strong organizational skills with a high attention to detail > Independent self-starter who can manage multiple activities to aggressive deadlines > Strong time management skills and ability to drive projects to completion within budget > Eagerness to learn the business and understand technical requirements > Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams > BS/BA degree required > Minimum of 9 years of professional experience in project management, product management or technology > Experience in the financial services industry, Wealth Management, or consulting > Agile training a plus, but not required 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 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).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors. Institutional Infrastructure Solutions (IIS), a business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution processes including Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Accounting, Reporting & Analytics and Billing. IIS is looking for an entrepreneurial, ambitious and intellectually curious professional to join the Institutional Reporting Team. The candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies and procedures, and contributing to operational process improvements. The candidate will collaborate and partner closely with client coverage teams, investment officers, and financial advisors to deliver timely and accurate performance reports. Primary Responsibilities: * Compile and generate monthly and quarterly performance reports, reconcile performance discrepancies, and ensure accuracy of data through self-audit * Manually capture and reconcile alternative investment transactions and valuations into designated systems and spreadsheets * Responsible for collecting, processing, managing, and analyzing large amount of data and creating programs to automate processes * Process, review and resolve any exception items to ensure accurate reporting of client investments * Review investment activity, performance, and cash flows daily to ensure data quality across accounts, entities, and clients * Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy * Develop as a subject matter expert and support cross-functional teams by being accessible, responsive, and delivering timely feedback * Understand and effectively utilize the group's systems, infrastructure, platforms and business processes * Increase the effectiveness of the Reporting Team by identifying gaps and recommending/providing training and development opportunities for other Team members * Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team * Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness * Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians Knowledge and Skills Required: * Proficiency in Microsoft Office including Excel, PowerPoint and Access * Experience and knowledge of wealth management platforms and vehicles, including managed accounts, mutual funds, ETFs, separate accounts, and alternative investments * Detailed understanding of performance calculations, including measurement and attribution * Detailed understanding of alternative investments and their corresponding transactions, including private equity, hedge funds, and direct investments * Must be detail-oriented, with an ability to multi-task and manage competing priorities * Strong strategic thinking and problem-solving skills with the ability to clearly define a problem, synthesize data to derive fact-based insights, and provide insightful and actionable recommendations * Strong organizational and project management skills * Ability to work independently and effectively on a team, with demonstrated leadership abilities * Technical background with strong analytical and quantitative skills * Exemplary verbal and written communication skills Qualifications * 3+ years portfolio accounting or investment reporting experience serving institutional and ultra-high net worth clients * Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution * Experience with Addepar, Investment Metrics, or other investment reporting platforms a plus * Experience working with complex datasets and relational databases. Experience with Dataiku a plus, but not required * Technical background with strong analytical and quantitative skills; proficient in SQL, Python or Excel VBA a plus * Undergraduate degree in accounting, finance, economics, data, or related field * FINRA Series 7 and 66 is a plus, though not required * Industry designations including CIPM, CFA or significant progress preferred, but not required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $57,000 and $115,000 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).

Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $16.50 and $16.50 per hour 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).

Morgan Stanley is building an industry leading digital banking and cash management platform that leverages cutting edge technology to provide our clients with self-service capabilities to manage their wealth and personal finances. We are embarking on a multi-year growth plan to deepen existing client engagement across all channels while expanding our banking product reach. We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Product Owner role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will assist in supporting the Digital Client Experience for the following: - The Digital Service team drives and defines the online customer experience for Morgan Stanley and E*TRADE servicing processes. Our user experiences are targeted to users across the firm in a wide-ranging set of self-directed and advised products, including brokerage, retirement, banking, stock plan, and more. Our team is responsible for delivering the digital client-facing experience. - The individual in this role will be responsible for supporting the product team in defining, building, and reviewing end-to-end digital service communication experiences for a variety of products at Morgan Stanley / E*TRADE. The applicant should bring a strong product management skillset with key focus on providing a best-in-class end user experience, understanding the competitive landscape, and the ability to drive improvements and change using a data driven approach. Partnership and collaboration with a variety of groups across the firm will be key to success. You will be a vital part of a dynamic team responsible for delivering the digital client-facing experience for all digital platforms, including Morgan Stanley Online/Mobile, Shareworks and E*TRADE. As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself. Strong performing individuals will be supported in further professional development. Responsibilities: > Disciplined Product Management: Lead the product development life cycle, including problem definition, solution discovery, and post launch results optimization. Data driven approach to decisions informed by usage, client feedback, competitive and business intelligence. > Roadmap Development & Management: Build and maintain prioritized feature backlog in jira and define product roadmap by partnering closely with key stakeholders, including technology, service, UX, Legal, Risk, compliance, Data and Digital Product teams to align on impact and delivery timelines. > Strategic Prioritization: Priority management with a sound metrics driven framework for a balanced approach to trade-offs between value add and resource investment. > Success Metrics Tracking & Reporting: Ownership of Key Performance Indicators (KPIs) for continuous optimization of client service and support. > Stakeholder management: Collaborate with stakeholders from business, technology, UX, customer service, Ops, and legal & compliance to elicit requirements. > Risk Management: Identify potential risk and issues that may impact roadmap delivery and develop mitigation strategies to address them proactively. > Business Reviews: Orchestrate business reviews and update forums for the project progress and delivery. Responsible for planning, material creation, preparation, execution, and follow through of discussion items. Business Skills: > Looking for a highly motivated individual with strong critical thinking, written and verbal communication, and organization skills. > Naturally curious, analytical, and data-driven > Self-starter with entrepreneurial drive and demonstrated ability to identify and solve critical problems and achieve stretch goal > Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences QUALIFICATIONS > Proven experience with digital platforms and solutions > Bachelor's degree is required > Knowledge or exposure to wealth management and online brokerage/banking preferred > Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred > Customer service insights: deep familiarity with customer service processes > Exceptional communication and relationship building skills: Ability to interact at multiple levels of the organization and tailor messaging appropriately. Strong presentation and PowerPoint skills. 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. All States (NAM) 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 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).