Ciaraldi, Michael J
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.
Worcester Polytechnic Institute
Major Qualifying Project
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