Senior Associate, Investment Management

We’re seeking someone to join our team as a Senior Associate to work as part of the wider AUM & Floes Reporting team with a focus around ensuring accuracy, consistency, and timely delivery of AUM and net flow data across the firm.

In the Investment Management division, we deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you’ll do in the role:

• 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

What you’ll bring to the role:

• 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:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.