Urja Shah
Associate at Morgan Stanley | Ex- EY
- Role
- Investment Management Operations Associate at Morgan Stanley
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Investment Management Operations Associate
Jun 2022 — Present · IN
Working in Client & Portfolio Management Reporting team which involves preparing, reviewing and collating all types of reporting for our mutual fund investors, SMA accounts and prospect clients for various MSIM strategies-Identifying areas of process effeciences, streamlining the processes, resulting in almost a 40-50% reduction in lead time-Working on rationalising of reports using alteryx/macros and other tools-Researching on various finance related topics/ reports and effectively presenting them to the team-Guiding and training team members, reviewing of report packages, managing client expectations for data/ reporting, resolving client queries-Providing actionable recommendations to senior management and enhancing long term strategy-Collaborating with diverse teams for smooth onboarding process, various RFPs, termination and transition of clients.
Education
HR College Of Commerce & Economics
B.Com, Business/Commerce,
2017 — 2019
HR College of Commerce & Economics
M.Com, Banking & Finance
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