Shareworks by Morgan Stanley - Corporate Actions Data Manager - Vice President. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.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 prosper. Morgan Stanley was the industry's first stock plan service provider and has over 40 years of experience. Today, Morgan Stanley is a recognized market leader in the stock plan services marketplace as measured by both the number of equity plans supported and plan participants on the platform. The Stock Plan business philosophy is to provide high touch service using a team approach. As dictated by the client's needs, their team will be comprised of a Stock Plan Director team as well as dedicated members from our Relationship Management, Service Delivery, and Financial Reporting areas.Position Summary: Individual will be responsible for the conversion of equity compensation data in Morgan Stanley's proprietary and new Shareworks recordkeeping platforms. *Knowledge of all types of corporate actions and their impact on participants, tax reporting and audit requirements (Stock Splits, Spin Offs, M&As, Special Dividends, Exchange Offers, Dutch Auctions, etc.).*Technical knowledge in the conversion of equity data in Morgan Stanley's Administration systems. Ability to handle conversion data, setup and discussion of detailed corporate action phases. Individual will work directly with the corporate client/third party administrators to execute conversion in a timely and effective way. *Individual must have a detailed knowledge of Stock Option, Restricted Stock & Employee Stock Purchase concepts to fully determine how data must be converted. Determine and discuss solutions to corporate clients. Knowledge of Shareworks, Transcentive, Equity Edge, EASi Recordkeeping systems a plus. *The individual must have a unique ability to prioritize multiple tasks and multiple clients in the corporate action process and monitor the tasks at hand. *Reconciliation of financial data between databases and able to identify differences. Use of MS Access & MS Excel required for comparing files. *Review plan parameters setups in existing systems and interpret/create new plan parameter setups in new Recordkeeping systems plus web, brokerage and file transmission setup. *As each corporate client is unique, detailed testing phase of all plan parameter setup with corporate client's Payroll/HR Systems is conducted. Logic testing to be detailed and documented outlining each test case scenarios for termination logic, exercise testing, restricted stock releases, dividend testing, report testing and transmission of files. *Interface through the Project Managers to corporate client as part of the corporate action.*Individual will work with Morgan Stanley Corporate Tax to manage adjustments and proper reporting of cost basis.. Experience: *Knowledge of Equity Compensation, CEP a plus.*Experience managing large data files*Exceptional working knowledge of Microsoft Office suite *Proactively manages potential problems to mitigate and minimize risk associated with people, product types, and projects early to take corrective action. *4+ years' experience in the Benefits and Financial Services arena.. Morgan Stanley is a leading global financial services Firm providing investment banking, securities, wealth management and investment man...
Associated topics: accounting, chief finance officer, corporate banking, director finance, finance director, financial, financial services, invest, kpmg, pay

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

Launch your career - Upload your resume now!

Upload your resume

Loading some great jobs for you...