ICS Business Analysis & Development Associate

ICS Business Analysis & Development Associate

Firm Overview
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries. As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

Morgan Stanleys Institutional Consulting Solutions (ICS) business a part of Morgan Stanley Wealth Management Client Segments provides consulting services and solutions to institutional investors including corporations foundations endowments educational institutions healthcare organizations insurer and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable centralized infrastructure service models and tooling to ensure best in class support for this growing and complex business.

Position Summary:

This individual will work as part of the ICS business development team and support sales efforts end to end including lead generation tracking in CRM and incorporating Morgan Stanley Artificial Intelligence tools into lead and pipeline process and ideating new ways to scale these channels in partnership with our specialist Advisors. Daily support in Coverage Central CMS DocuSign tasks and frequent ad-hoc data and metric requests are also in scope.

Specific Responsibilities Include:

• Ensure CRM tracking prospecting and pipeline is kept up-to-date and able to be utilized to best match new leads to specialists as well as to track sales and predict progress against KPIs.
• Conduct data analysis or use Morgan Stanley AI tools in order to identify new leads or cross sell opportunities and provide insights to the ICS Business Development team or Advisors to action against.
• Create regular Graystone Business Development and Corporate Cash/Government Entity team updates and share the lead generation proactive pipeline management and scaling efforts through the quantification of both leading and lagging indicators of the business.
• Periodically present to senior leadership on business metrics lead generation referral tracking and follow up and Integrated Firm progress.
• Conduct new lead or opportunity scrubs inclusive of Coverage Central/MSIM Cash coverage checks.
• Support Salesforce entries for relevant opportunities and contract facilitation via DocuSign assistance.

Required Experience Skills and Qualifications:

• Familiarity with institutional client coverage and/or data driven analysis.
• Proficiency in advanced Excel modeling and PowerPoint (storytelling executive-ready materials).
• Experience with AI data and reporting tools such as Dataiku Tableau and/or Teradata (or comparable platforms)
• Knowledge of investment consulting or similar financial field preferred
• Familiarity with customer relationship management software like Salesforce
• Quick learner with the ability to learn database front end (i.e. Dataiku)
• Excellent verbal and written communication skills including telephone coverage
• Strong time management skills
• Exceptional interpersonal and client service skills
• Detail oriented with superior organization skills
• Ability to prioritize work
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced evolving environment
• Adaptable and ability to multi-task
• Proactive or self-starter
• Ability to be discreet and maintain confidentiality on sensitive matters

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 thats differentiated and weve 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 - 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 $70000 and $115000 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 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.

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