Morgan Stanley

Documentation Analyst

Morgan Stanley

Newport Beach, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Morgan Stanley, a leading global financial services firm dedicated to delivering exceptional service and innovative solutions to our clients. We are currently seeking a highly motivated and detail-oriented Documentation Analyst to join our team. As a Documentation Analyst, you will play a critical role in ensuring the accuracy and completeness of our client documentation, while also maintaining a strong understanding of industry regulations and compliance requirements. The ideal candidate for this role is a strong communicator with excellent organizational skills and a keen eye for detail. If you are passionate about the financial industry and have a strong background in documentation management, we invite you to apply and become a part of our dynamic and diverse team at Morgan Stanley.

  1. Review and analyze client documentation to ensure accuracy and completeness.
  2. Maintain a strong understanding of industry regulations and compliance requirements.
  3. Communicate with clients and internal teams to obtain necessary documentation and resolve any discrepancies.
  4. Organize and maintain client files and documentation in a systematic and efficient manner.
  5. Conduct regular audits to identify any potential documentation issues and take necessary corrective actions.
  6. Collaborate with other departments to ensure all client documentation is up to date and in compliance with company policies and procedures.
  7. Stay informed about industry trends and changes in regulations to ensure compliance in all documentation processes.
  8. Proactively identify areas for improvement in the documentation management process and suggest solutions.
  9. Train and onboard new team members on documentation processes and procedures.
  10. Prioritize and manage multiple documentation tasks and deadlines effectively.
  11. Maintain the highest level of confidentiality and discretion when handling sensitive client information.
  12. Assist with ad-hoc projects and tasks related to documentation as needed.
Where is this job?
This job is located at Newport Beach, CA, USA
Job Qualifications
  • Bachelor's Degree In A Relevant Field Such As Business Administration, Finance, Or Information Technology.

  • Minimum Of 3 Years Experience In Documentation Management, Preferably In The Financial Services Industry.

  • Strong Understanding Of Regulatory Requirements And Compliance Standards, Such As Sec And Finra Rules.

  • Proficient In Document Management Software And Tools, Such As Microsoft Sharepoint And Adobe Acrobat.

  • Exceptional Attention To Detail And Strong Analytical Skills To Ensure Accuracy And Completeness Of Documentation.

Required Skills
  • Quality Assurance

  • Data Analysis

  • Communication

  • Time Management

  • Attention to detail

  • Technical Writing

  • Research skills

  • Project coordination

  • Regulatory compliance

  • Problem-Solving

  • Documentation management

  • Document Review

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Documentation Analyst in Newport Beach, CA, USA is between $60,000 and $85,000 per year. However, this can vary depending on the specific company, industry, and experience level of the individual. Some higher paying industries for Documentation Analysts in Newport Beach may include finance, technology, and healthcare.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 16th, 2024
Apply BeforeMay 22nd, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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