Data Integrity & CRM

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Department Profile

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.5 Trillion in assets under management or supervision as of June 30, 2024. Morgan Stanley Investment Management 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.

Background on the Team

We are looking for career-minded professionals with global perspective to join the Mumbai based Distribution Management team as a Data Integrity Associate. The role specifically supports MSIM's Global Distribution efforts by ensuring the division's CRM systems are up-to-date and accurate.

Primary Responsibilities

The primary responsibility of the role is to update & maintain client related referential data & set-ups within the CRM applications to optimize data used by sales, marketing & finance teams while meeting compliance requirements.

The successful candidate should have experience in or knowledge of the investment management industry, experience with CRM systems (Salesforce is a plus), is analytical and possess the ability to multi-task on ad-hoc requests and large projects.

Responsibilities
• Maintaining client and prospect information at the organizational and executive level in the Firm CRM systems.
• Legal Entity set-ups, maintenance and matching for cross divisional reporting requirements.
• Reviewing firm hierarchy for legal entities and clients.
• Data quality initiatives, mapping and resolving data discrepancies in CRM systems.
• Trade resolution management for Financial Advisors & Partnership firms and ensure all breaks are properly resolved.
• Map investor level & flows data received from transfer agents into firm CRM.
• Troubleshooting queries and requests from Sales Teams.
• Support business reporting needs.
• Routinely perform data cleansing and validation in relation to client mergers and consolidations.
• Maintain executive information within CRM database.
• Work on larger scale projects & enhancements to improve overall accuracy of CRM database & integration across different systems.

Skills desired
• Working knowledge of investment management industry.
• Hold and adhere to high standards of confidentiality.
• Excellent project and time management skills.
• Attention to detail & Problem solving.
• Ability to work independently and manage multiple tasks simultaneously.
• Strong analytical skills.
• Good verbal and written communication skills.

Position Requirements:
• Bachelor's degree & minimum three years of relevant experience required.
• Proficiency in Microsoft Office including Word, Excel, PowerPoint, Access.
• Experience with CRM systems, Power BI, Tableau, Capital IQ is an added advantage.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.