MUMBAI · FULLTIME
Investment Banking Division - Manager, Expense Management
Morgan Stanley
Mumbai · onsite · Posted 4d ago
Sourced from
Undisclosed5–7 yrsfulltimeMumbai
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Section · 01
About this role
Travel Expense (TE) - Manager
Job Summary
Requirements
Responsibilities
Travel Review Approval
Team Leadership SME Responsibilities
Stakeholder Management
General Responsibilities
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Job Summary
The Manager - Travel Expense will serve as the Subject Matter Expert (SME) for travel approvals, leading a team responsible for reviewing and approving travel requisitions across APAC and EMEA regions. The role requires sound judgment, strong analytical capabilities, and the ability to make timely decisions while ensuring compliance with firm travel policies. The individual will provide guidance to the team, manage escalations, maintain process documentation, and partner with stakeholders to ensure seamless travel operations.
Requirements
- Bachelors degree or equivalent experience.
- 5-7+ years of experience in Travel Expense (TE) operations.
- Prior experience managing or supervising a team in the current or previous role.
- Strong knowledge of travel approval processes, travel policies, and expense management (Concur experience preferred).
- Good understanding of global geography and international travel itineraries.
- Excellent analytical, decision-making, and problem-solving skills.
- Strong written and verbal communication skills with the ability to ask relevant questions and interact professionally with stakeholders.
- High attention to detail with a strong focus on accuracy and quality.
- Ability to work in a fast-paced, time-sensitive environment while managing multiple priorities.
- Flexible to work in rotational shifts:
- APAC: 6:30 AM - 3:30 PM
- EMEA: 3:30 PM - 12:30 AM
- Proficient in Microsoft Office applications and documentation management.
- Use AI tools to re-define existing process and create efficiencies
- Willing to carry and respond to Firm-issued mobile device emails and voicemails as required.
Responsibilities
Travel Review Approval
- Review and approve travel requisitions for APAC and EMEA bankers within defined service levels.
- Validate travel itineraries, including flight and hotel bookings, ensuring compliance with company travel policies.
- Assess business justification for travel, identify cost exceptions, and determine the appropriateness of requests.
- Evaluate incomplete or ambiguous requests by asking relevant and precise questions to obtain required information before making decisions.
- Exercise sound judgment to approve, reject, or return travel requests based on policy and business requirements.
- Demonstrate a strong understanding of global geography to accurately assess travel destinations and itineraries.
- Handle time-sensitive travel approvals with accuracy while maintaining composure under pressure.
Team Leadership SME Responsibilities
- Act as the Travel Approval SME for the team and provide guidance on complex travel-related queries and policy interpretations.
- Support and coach team members on travel approval processes, decision-making, and quality standards.
- Handle escalations, complex travel scenarios, and priority requests with confidence and professionalism.
- Drive consistency, quality, and compliance across all travel approval activities.
- Ensure all Standard Operating Procedures (SOPs), process documentation, and knowledge repositories are maintained and kept up to date.
Stakeholder Management
- Respond promptly to multiple stakeholder queries, travel-related requests, and PNR (Passenger Name Record) inquiries.
- Build effective relationships with bankers, travel coordinators, and internal stakeholders through professional and timely communication.
- Ensure clear, concise, and accurate written communication while resolving travel-related concerns.
General Responsibilities
- Support Concur Expense submission reviews and related queries.
- Review and process invoices while ensuring compliance with established controls.
- Support new vendor maintenance and enrolment activities.
- Ensure high levels of accuracy and compliance across all operational processes.
- Maintain operational documentation, process updates, and knowledge articles.
- Monitor workload and prioritize tasks effectively to meet turnaround times and service level agreements.
- Work collaboratively across functions and support team members as business requirements evolve.
- Demonstrate flexibility in supporting different business groups and bankers as organizational needs change.
- Carry, use, and respond to Firm-issued mobile device emails and voicemails as required.
- Contribute to continuous process improvement initiatives and operational excellence.
- Make good use of Artificial intelligence in order to make processes efficient.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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Section · 02
Skills
DebtacquisitionsBusiness RequirementsCONCURExpense ReportsBankingCapital MarketsAI ToolsCommunication SkillsExpense Managementbusiness strategyEquitycomplianceEmployee BenefitsArtificial Intelligence
Section · Company
About Morgan Stanley
Morgan Stanley
Financial Services
16.0k+
employees
1931
95 years old
New York, New York
United States (USA)
About
Morgan Stanley helps individuals, families, institutions, and governments raise, manage and distribute the capital they need to achieve their goals.
Industries
Financial Services
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3.6/ 5
Culture
3.6
Career growth
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