Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM 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.

Description

- Utilize 3rd party data applications (Salesforce, SalesConnect, Broadridge, etc.) to ensure Intermediary flows and AUM are accurately recorded and available for reporting

- Act as liaison between the Firm and SSC to drive prioritization of outstanding data initiatives and maintain project timelines

- Serve as SalesConnect “power-user” responsible for onboarding new data sources that enable attribution to the point of sale

- Oversee sales territory management tool and work with sales managers to execute realignments when needed

- Collaborate with technology teams to optimize data architecture to satisfy reporting requirements

- Troubleshoot trade resolution issues and identify root cause to formulate a proposed solution

- Work closely with Investor Services and Operations to ensure alignment of data between TA and sales systems

- Design custom data queries to respond to ad hoc data requests from sales personnel and members of our investment teams

- Implement custom rules to override natural resolution of trades and assets in order to satisfy sales requirements

- Provide sales teams with trade insights and build out Tableau dashboards to optimize sales data visualization

- Assist with the resolution of subscriptions in our alternative funds down to the appropriate financial advisor driving the business

- Maintain a detailed log of outstanding intermediary projects that allows management to determine appropriate prioritization

- Ability to maintain excellent communication standards, including with senior management and sales representatives

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM 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.

Description

- Utilize 3rd party data applications (Salesforce, SalesConnect, Broadridge, etc.) to ensure Intermediary flows and AUM are accurately recorded and available for reporting

- Act as liaison between the Firm and SSC to drive prioritization of outstanding data initiatives and maintain project timelines

- Serve as SalesConnect “power-user” responsible for onboarding new data sources that enable attribution to the point of sale

- Oversee sales territory management tool and work with sales managers to execute realignments when needed

- Collaborate with technology teams to optimize data architecture to satisfy reporting requirements

- Troubleshoot trade resolution issues and identify root cause to formulate a proposed solution

- Work closely with Investor Services and Operations to ensure alignment of data between TA and sales systems

- Design custom data queries to respond to ad hoc data requests from sales personnel and members of our investment teams

- Implement custom rules to override natural resolution of trades and assets in order to satisfy sales requirements

- Provide sales teams with trade insights and build out Tableau dashboards to optimize sales data visualization

- Assist with the resolution of subscriptions in our alternative funds down to the appropriate financial advisor driving the business

- Maintain a detailed log of outstanding intermediary projects that allows management to determine appropriate prioritization

- Ability to maintain excellent communication standards, including with senior management and sales representatives

- 5 Years of relevant work experience preferably within Mutual Fund Operations / Transfer Agency teams

- Fundamental understanding of SSC / Transfer Agent data architecture and relationship with complimentary sub-TA data streams

- Knowledge of the Mutual Fund trade resolution process and the role of the Firm/Office/Rep ID’s that drive the attribution

- Comfortable working with large complex data sets received from multiple sources, both internal and from 3rd party providers

- Ability to collect, organize, and analyze data; summarize findings and develop conclusions and recommendations

- Strong attention to detail as well as solid organization/time management skills

- Work experience with SalesConnect / SSC experience is a plus as well as preferred operations background

- High proficiency in Microsoft excel functions

- High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities meeting deadlines

- Bachelor’s Degree Required

Expected base pay rates for the role will be between $140,000 and $160,000 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).

- 5 Years of relevant work experience preferably within Mutual Fund Operations / Transfer Agency teams

- Fundamental understanding of SSC / Transfer Agent data architecture and relationship with complimentary sub-TA data streams

- Knowledge of the Mutual Fund trade resolution process and the role of the Firm/Office/Rep ID’s that drive the attribution

- Comfortable working with large complex data sets received from multiple sources, both internal and from 3rd party providers

- Ability to collect, organize, and analyze data; summarize findings and develop conclusions and recommendations

- Strong attention to detail as well as solid organization/time management skills

- Work experience with SalesConnect / SSC experience is a plus as well as preferred operations background

- High proficiency in Microsoft excel functions

- High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities meeting deadlines

- Bachelor’s Degree Required

Expected base pay rates for the role will be between $140,000 and $160,000 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).