Distribution Management Sales Analyst/Associate - New York, United States - Morgan Stanley

Description

Morgan Stanley Investment Management (MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn of AUM with professionals located across 21 countries, with a proven long- term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world- class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.

Morgan Stanley Investment Management is searching for an Associate to provide analytical support to the Global Distribution organization. The ideal candidate will possess strong data analytical skills and knowledge of Tableau and Excel as well as a solid understanding of the Investment Management Industry.

Essential Function:

• Design & implement Tableau dashboards to analyze Global business results including AUM, Gross Sales, Net Flows and expenses.
• Prepare and deliver monthly and quarterly business reviews and presentations
• Create analysis and presentations relating to business goals, initiatives, and progress versus benchmarks
• Run various daily, monthly, quarterly and ad hoc reports to assist senior management in making strategic decisions.
• Work closely with other key MSIM contacts across the Global Sales organization
• Identify opportunities for changes and implement initiatives to improve processes
• Create and maintain reports across the full suite of MSIM/Eaton Vance products in support of the various sales teams to aid the sales process.
• Develop relationships with key stake holders to ensure reporting needs are being met
• Participate in systems and data integration initiatives.
• Work closely with team manager to support process improvement initiatives and develop/create actionable reports and dashboards for organization.
• 1 - 3 years of relevant experience
• Experience and knowledge of Investment Management business and practices
• Strong, detailed financial and analytical skills
• Self-starter with ability to work independently
• Professional maturity, self-confidence, decisiveness and outstanding business judgment
• Experience working with data and understanding of data
• Ability to interact effectively and objectively with all levels of staff, including senior management
• Ability to lead multiple projects / processes at the same time
• Strong proficiency in Microsoft Excel
• Ability to use desktop tools to develop presentations for senior management (i.e., Excel & PowerPoint)
• Prior experience in Tableau is preferred
• Prior experience with Salesforce / CRM is preferred

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between $90,000 and $120,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.