POSITION SUMMARY:
The Regional Analyst will work closely with the Regional Business Service Officer and Regional Business Development Manager to support business initiatives to ensure the operational effectiveness and excellence of the business unit. This role includes management of business development and service projects.
DUTIES and RESPONSIBILITIES:
- Analyzes current processes and generate solutions to improve business performance and efficiency of the region
- Places, formats, and synthesizes content into set templates for one-pagers and presentations using company branded guidelines
- Attends meetings with the Regional Business Service Officer or Regional Business Development Manager to find solutions to complex problems
- Manages databases, spreadsheets, and other software platforms to automate business functions and to track business activities
- Generates reference documents, reports, and charts
- Assists the Regional Business Service Officer with coordination of local operational and client service support within the region for newly recruited Financial Advisors
- Assists the Regional Business Service Officer in responding to client operational or service complaints escalated from Business Service Managers
- Supports the Regional Business Development Manager in identifying the region's largest growth opportunities across the platform
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EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- Bachelor's Degree or equivalent education
Knowledge/Skills
- Advanced Excel and PowerPoint skills
- Effective written and verbal communication skills
- Strong attention to detail
- Ability to identify issues and trends in order to anticipate change and provide recommended solutions and remedies
- Exceptional organizational skills
- Ability to organize and prioritize workflow and assignments in a deadline oriented environment
- Ability to interact with support staff and all levels of Firm Management
- Ability to multitask in a fast-paced environment
- Excellent judgment and ability to be discreet in all manners
- Outstanding interpersonal skills
- Strong work ethic
REPORTS TO:
- Regional Business Service Office and Regional Business Development Manager
Expected base pay rates for the role will be between $33,280 - $85,000 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).