Coordinate and support the monthly and quarterly processes for publishing client reporting data on the digital platform. This includes reviewing data, making decisions related to timing of critical steps, and managing email notifications to external users. Report and track bugs and enhancement requests for the digital reporting platform, including testing in UAT and providing business approval. Collaborate with product managers to determine requirements for new strategies requiring reporting on the digital platform. Review requirements to identify existing reporting elements and new components. Define necessary steps and assign responsibilities to support new reporting initiatives. Identify and evaluate new data sources in collaboration with subject matter experts. Coordinate with the digital team to create mock-ups. Work with PSM to prioritize projects on the roadmap. Support tactical client reporting projects as needed outside of the digital reporting platform. 4-year degree or equivalent, preferably in a related discipline such as Business, Finance, or Economics. 1-3 years of related industry/work (inclusive of internships) experience required. Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, equities, mutual funds, hedge funds, private equity). Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions. Asset management performance calculation knowledge. Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload. Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts. High attention to detail and strong sense of urgency. Must possess a high level of initiative. Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus. Interest in leveraging technology in the reporting process: prior experience or exposure to technology tools such as Python, Alteryx, SQL is beneficial but not required. Ability to think strategically and build on system capabilities. Able to maintain a high level of confidentiality. Ability to excel independently and in ambiguous situations. We do it in a way that's differentiated - and we've 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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. There's 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 https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.
