Regional Analyst

POSITION SUMMARY:
The Regional Analyst will work closely with the Regional Director and Regional Chief Operating Officer 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:

• Responsible for analyzing branch metrics on profitability headcount diversity product engagement and overall performance metrics to assess required resources and assist in driving regional strategic decisions and initiatives
• Support the Regional Director and Regional Chief Operating Officer in identifying the regions largest growth opportunities across the platform
• Develop actionable reports for field managers to understand current performance and identify client opportunities
• Analyze current processes and generate solutions to improve business performance and efficiency of the region
• Present insightful findings share key strategies and communicate important updates in leadership meetings
• Create ad-hoc analysis for Senior Management related to regional performance
• Facilitate the planning and execution of regional leadership forums and training sessions for field management by managing the agenda speakers and content to enhance leadership development and drive organizational success
• Create presentations for monthly regional calls and regional leadership forums
• Participate in regional business reviews and document key takeaways
• Oversee the hiring allocation process for the Financial Advisor Associate Program within the region by prioritizing candidate selection based on talent needs coordinating with the sourcing team and offering guidance to associate market managers on timelines and expectations
• Coordinate external recognition and summit invitations for advisors across the region for Forbes and Barrons
• Manage databases spreadsheets and other software platforms to automate business functions and to track business activities
  

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 Director and Regional Chief Operating Officer

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.

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Expected base pay rates for the role will be between $115000 - $180000 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).