Wealth Management

Job Description

Responsibilities

Improve how we work: recommend and implement workspace, process and other enhancements to increase efficiency, clarity, and consistency
Drive projects to completion: support special projects and initiatives (intake, tracking, meeting prep, action items, timelines, and follow-ups)
Represent WM with partners: serve as a central point of coordination between WM businesses, Corporate Services, and other stakeholders for property-related questions, initiatives, and issue resolution
Turn data into decisions: analyze space, occupancy, and utilization information; identify trends, gaps, and opportunities; translate findings into clear, concise insights
Build executive-ready content: develop senior management presentations with a structured storyline, clean visuals, and actionable recommendations
Own reporting accuracy: create, reconcile, and maintain occupancy reporting and supporting documentation; ensure inputs and outputs are consistent
Ad hoc analysis: support additional analyses and deliverables as business needs evolve

Qualifications

Three or more years of relevant experience in project management or related disciplines including: Project coordination, analytics, business analyst, business management, workplace/real estate strategy/operations, reporting/insights
Management consulting or other similar project-based and problem-solving experience
Coordinating renovations and capital projects (scope, schedule, budget, change orders)
Basic construction literacy (reading proposals, understanding sequencing and dependencies)
Stakeholder management (owners/asset managers, tenants, contractors)
Turnover/readiness management (unit turns, punch lists, make-ready timelines)
BA/BS degree required

Preferred Qualifications

Capital improvement or building systems experience helpful

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About Company

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. The Wealth Management Chief Administrative Office (CAO) provides centralized oversight of WM business operations and financial management. We drive operational discipline, establish governance, and deliver reporting and insights that help WM operate more efficiently and effectively including real estate strategy and workplace planning.