Faculty Advisor
Ciaraldi, Michael J
Faculty Advisor
Gerstenfeld, Arthur
Center
Wall Street
Sponsor
Morgan Stanley
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
Copyright Statement
All authors have granted to WPI a nonexclusive royalty-free license to distribute copies of the work, subject to other agreements. Copyright is held by the author or authors, with all rights reserved, unless otherwise noted.
Accessibility
Unrestricted
Advisor Department
Computer Science
Advisor Department
Business
Project Center
Wall Street
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