Sejal S.
Analyst - Project Management @ Morgan Stanley
- Role
- Analyst - Project Management - Wealth Management Client Segments at Morgan Stanley
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sejal S.
Currently at Morgan Stanley as a Project Management Analyst
Experience
Analyst - Project Management - Wealth Management Client Segments
Dec 2024 — Present · Mumbai, IN
Lead fee remediation projects, ensuring accurate participant fee setups on the stock plan platform and alignment with client contracts.Oversee client onboarding processes, managing compliance reviews, contract analysis, and system setup for seamless integration.Manage client risk, compliance, and security questionnaire responses, collaborating with internal teams for timely and accurate completion.Utilize Salesforce CRM to maintain corporate client records, track key metrics, and generate reports for business insights.Leverage Confluence to document procedures (DOPs) and process enhancements, ensuring consistency and compliance.Use JIRA to track project progress, manage tasks, and collaborate with cross-functional teams on issue resolution.Create reports, presentations, and data analyses to support key business decisions and process improvements.
Education
University of Mumbai
Bachelor of Engineering - BE, Information Technology
2018 — 2022
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