#549781997419
r-user" responsible for onboarding new data sources that enable attribution to the point of sale
Oversee sales territory management tool and work with sales managers to execute realignments when needed
Collaborate with technology teams to optimize data architecture to satisfy reporting requirements
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
Provide sales teams with trade insights and build out Tableau dashboards to optimize sales data visualization
Assist with the resolution of subscriptions in our alternative funds down to the appropriate financial advisor driving the business
Maintain a detailed log of outstanding intermediary projects that allows management to determine appropriate prioritization
Ability to maintain excellent communication standards, including with senior management and sales representatives
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 ID's that drive the attribution
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
Bachelor's Degree Required
Expected base pay rates for the role will be between $140,000 and $160,000 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's 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).