PRIMARY LOCATION: Americas-United States of America-California-San Francisco
POSITION SUMMARY:
The Regional Analyst will work closely with the Regional Business Service Officer and Regional Business Development Manager 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:
Analyzes current processes and generate solutions to improve business performance and efficiency of the region
Places, formats, and synthesizes content into set templates for one-pagers and presentations using company branded guidelines
Attends meetings with the Regional Business Service Officer or Regional Business Development Manager to find solutions to complex problems
Manages databases, spreadsheets, and other software platforms to automate business functions and to track business activities
Generates reference documents, reports, and charts
Assists the Regional Business Service Officer with coordination of local operational and client service support within the region for newly recruited Financial Advisors
Assists the Regional Business Service Officer in responding to client operational or service complaints escalated from Business Service Managers
Supports the Regional Business Development Manager in identifying the region's largest growth opportunities across the platform
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelor’s 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 Business Service Office and Regional Business Development Manager
Expected base pay rates for the role will be between $33,280 - $85,000 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).
