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Distribution Sales Data Analyst

Min Experience

1 years

Location

Boston, Massachusetts, United States of America

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM 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. Basic Purpose: The purpose of the Distribution Sales Data Analyst is to review, analyze and implement the use of sales data by the U.S Intermediary sales channels of MSIM. The Distribution Sales Data Analyst will work directly with the sales, marketing, operations, business intelligence, and IT teams to support the Intermediary sales efforts. Primary Responsibilities: Research industry and product data from a variety of sources to help provide strategic analysis for the sales teams Lead multiple projects related to MSIM's distribution of Mutual Funds, Separately Managed Accounts, Specialty Solution Products, Alternative Products and Exchange-Traded Funds. Work closely with the MSIM Sales Management and MSIM Senior Management to identify and define tactical and strategic distribution initiatives. Assist in implementation of targeted tactical sales initiatives Conduct analysis, present alternatives, recommend and provide assistance in uncovering sales opportunities Be proactive and offer solutions and ideas to sales management based on goals and sales analysis Serve as liaison between Data Reporting team and MSIM Sales Management Oversee development, implementation and measurement of targeted campaigns and manage publication of key analytical deliverables for senior management and sales force Gain a deep understanding of the goals and needs of MSIM US Intermediary sales channels via continuous intra-department engagement, staying up-to-date with business trends, strategic initiatives, new products, and third party data sets. Qualifications: Bachelor's degree or equivalent Preferred 1-3 years of financial services experience. Knowledge of Tableau and MS Office is required. Knowledge of SalesForce is preferred. Strong relationship management skills Strong analytical and quantitative skills Ability to work in a fast-paced, intensely deadline driven environment with rapidly shifting priorities. Produce results both independently and as part of a team Must have excellent problem-solving skills, ability to analyze relevant issues, and reach actionable conclusions Ability to communicate, effectively, coherently, and professionally with all levels of management Exceptional customer service skills and the ability to gather unrefined business requirements from multiple sources and formulate and deliver a solution in a timely manner. Demonstrated understanding of business requirements and industry trends

About the company

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM 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.

Skills

business analytics
analytics
analysis