Regional Analyst
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Job Location:
Purchase, NY - USA
Yearly Salary:
$ 68000 - 95000
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
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 regions largest growth opportunities across the platform
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
Education and/or Experience
- Bachelors 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
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.
Expected base pay rates for the role will be between $68000 - $95000 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 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:
IC
Key Skills
- Sales Experience
- Nursing Home Experience
- Management Experience
- Profit & Loss
- Workers' Compensation Law
- Strategic Planning
- Team Management
- Budgeting
- Leadership Experience
- Memory Care
- Public Speaking
- Supervising Experience
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
