AUM Flow Analytics - MSIM - Associate/ Senior Associate
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.5 trillion in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Primary Responsibilities:
- Coordinate and complete Assets Under Management reporting process for one of the strategic businesses within Morgan Stanley Investment Management.
- Deliver reporting output to downstream consumers within designated timelines
- Collaborate with the broader organization to better understand events and trends within AUM and Flows for the business
- Maintain and enhance controls with upstream data providers to ensure quality and accuracy of reported data. Research discrepancies and effect problem resolution where necessary.
- Validate reporting output prior to distribution, maintaining and improving reporting controls
- Monitor status of reporting to ensure timely distribution
- Serve as a subject matter expert to leadership and the business for AUM & Flows reporting
- Be the change agent by developing and optimizing most efficient methods of delivering reporting & analytics output.
- Oversee product fee basis management for the division
- Manage and optimize self-service tooling in conjunction with technology partners
- Effectively communicate both verbally and in writing across all organizational levels.
- Assist with ad hoc AUM & Flows requests and support broader organizational transformation efforts as AUM & Flows reporting expert
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Job Requirements
- Associate or Bachelor's degree with a concentration in Business, Computer Science or related field; or equivalent experience
- 3-5 years of related work experience
- Finance reporting and knowledge of Asset Management is a major plus
- Transformation experience is a plus
- Advanced Excel skills, SQL, Tableau and Database skills
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Expected base pay rates for the role will be $70,000 - $100,000 per 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.
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).