About Us
Morgan is a dynamic organization that values collaboration, confidence, and motivation. We offer a unique opportunity to work with talented colleagues from diverse backgrounds and functions.
Job Summary:
We are seeking an Investment Professional to join our Eastern European team. The successful candidate will provide support to Client Advisors in all aspects of daily business routine while maintaining the confidentiality of Private Banking clients.
Key Responsibilities:
1. Client Support: Monitor client accounts, assist with daily account administration, and ensure timely trade execution.
2. Liaison and Communication: Collaborate with Operations, Client Service Specialists, Supervisory Management, Risk Management, and Investor Support teams to fulfill requests.
3. Business Analysis: Support Business Analysts in preparing and reviewing Investment Performance review presentations, developing marketing pitches, and preparing prospect/banking products pitches.
4. Risk Management: Maintain risk management monitoring of portfolios for investment purposes, regulatory purposes, and compliance issues.
5. Internal Processes: Manage internal account maintenance, coverage management, and financial reports.
Requirements:
1. Education: University degree in finance, law, or business-related subject (or equivalent).
2. Languages: Fluency in English and Russian.
3. Technical Skills: PowerPoint and Excel expertise required.
4. Soft Skills: Excellent interpersonal skills, self-starter, extremely organized, detail-oriented, good judgment, and problem-solving skills.