Faculty Advisor

Ciaraldi, Michael J

Faculty Advisor

Gerstenfeld, Arthur

Center

Wall Street

Abstract

The project identified differences in Client Service between the New York and London branches of Morgan Stanley Prime Brokerage. The team analyzed Corporate Actions, Cash Journal Entry, and Backup Notes between these branches using process flows and fishbone diagrams. With the use of a scorecard, the group benchmarked New York and London's processes against each other to determine if either were a best practice. Finally, the students formulated recommendations to improve quality and reduce risk within these processes.

Publisher

Worcester Polytechnic Institute

Date Accepted

December 2006

Major

Management

Major

Management Engineering

Major

Actuarial Mathematics

Project Type

Major Qualifying Project

Accessibility

Unrestricted

Advisor Department

Computer Science

Advisor Department

Business

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