Distribution Management Business Analyst

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.

Responsibilities

Morgan Stanley Investment Management Distribution Management team is looking to hire an Associate to perform the following principal responsibilities to support Distribution

We are looking for a Business Analyst with a solid track record of demonstrating excellence, performance, initiative and team work.

Key Duties/Responsibilities

• Work with MSIM IT, Distribution Management and Sales to help prioritize and drive new Salesforce Enhancements as needed
• Oversee the Report folders set up for each distinct sales team/business group within Salesforce to ensure appropriate access is set and maintained
• Respond to inbound requests from Salesforce users (Sales) to help troubleshoot and resolve issues within the Salesforce CRM system
• Organizational and multi-tasking skills
• Interpersonal skills and a team player
• Work with SS&C SalesConnect application on the resolution of trades and AUM down to a Firm/Office/Rep level leveraging Transfer Agency Data (TA) and Sub TA data
• Proficient in Microsoft PowerPoint and Excel
• Salesforce reporting experience is preferred
• Transfer Agency (TA) or Sub TA data experience is a plus
• 2+ plus years of related experience preferred
• Prepare a set of reoccurring reports on a weekly/monthly basis that are leveraged by Sales/Ops/Investment Teams, etc.
• Bachelor’s degree
• Review and make updates to the MSIM Fund Rollup Product Hierarchy on a monthly basis
• Generate reports using Salesforce and Microsoft Excel which are leveraged by sales to improve the effectiveness of distribution efforts
• Work with MSIM Marketing to create Salesforce Contact Lists that are used for digital e-mail blasts
• Experience with SS&C SalesConnect is a plus

Expected base pay rates for the role will be between $75,000 and $90,000 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).

Posting Date

Jun 23, 2023

Primary Location

Americas-United States of America-New York-New York

Job

Asset/Investment Management

Employment Type

Full Time

Job Level

Associate