AUM Flow Analytics – MSIM – Associate
About The Position
Assist in the production of daily, weekly, and monthly AUM and flow reports across key business dimensions. Perform initial data checks and coordinate with senior team members to resolve discrepancies. Support responses to internal inquiries related to AUM and flows. Execute standard data validation and reconciliation processes. Contribute to the testing and rollout of automated workflows and reporting tools. Support the development and maintenance of dashboards and reporting tools (e.g., Power BI, Tableau). Assist in preparing materials and insights for business stakeholders. 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. Expected base pay rates for the role will be between $80,000 and $140,000 per year at the commencement of employment. 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.
Requirements
- 2-3 years of experience in financial reporting, data analysis, or asset management operations.
- Familiarity with AUM and flow concepts and investment product structures.
- Proficiency in Excel
- Strong attention to detail, organizational skills, and eagerness to learn.
- Effective communicator with a collaborative mindset.
Nice To Haves
- Exposure to SQL, Alteryx, or BI tools is a plus.
Responsibilities
- Assist in the production of daily, weekly, and monthly AUM and flow reports across key business dimensions.
- Perform initial data checks and coordinate with senior team members to resolve discrepancies.
- Support responses to internal inquiries related to AUM and flows.
- Execute standard data validation and reconciliation processes.
- Contribute to the testing and rollout of automated workflows and reporting tools.
- Support the development and maintenance of dashboards and reporting tools (e.g., Power BI, Tableau).
- Assist in preparing materials and insights for business stakeholders.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
