Senior Associate, Distribution Management
Senior Associate, Distribution Management
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Job Description
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 twenty-four countries and a total of $1.7 trillion in assets under management as of December 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 SS&C SalesConnect Broadridge etc.) to ensure Intermediary flows and AUM are accurately recorded and available for reporting
- Manual entry of trades trade assignments firms offices contacts as needed to help resolve trades and positions across a variety of MSIM product families
- Function as a liaison between the Firm and SS&C to drive prioritization of outstanding data initiatives and maintain project timelines
- Oversee sales territory management tool and work with sales managers to execute realignments when needed
- 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
- Assist with the resolution of subscriptions in our Alternative funds down to the appropriate financial advisor
- Ability to maintain excellent communication standards including within Distribution Management and with sales representatives
Qualifications:
- 5 Years of relevant work experience preferably within Mutual Fund Operations / Transfer Agency teams
- Fundamental understanding of SS&C / 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 IDs that drive the attribution
- Experience working with ETF flows and AUM is beneficial
- 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 / SS&C 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
- Bachelors Degree Required
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 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.
Morgan Stanleys 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).
Required Experience:
Senior IC
Employment Type
Full-Time
