AUM Flow Analytics - MSIM - Associate
About The Position
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and over $1.7 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management 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. The AUM & Flows Reporting team within Data & Analytics department is responsible for the accurate and timely production, validation, and distribution of assets under management (AUM) and flow data across the firm. Their work supports internal stakeholders, regulatory reporting, and external communications. Data & Analytics is seeking an Associate - AUM & Flows Reporting Specialist to join MSIM's AUM & Flows Reporting team. This role is critical in ensuring the accuracy, consistency, and timely delivery of AUM and net flow data across the firm. The ideal candidate will have a strong data mindset, experience with financial reporting, and the ability to collaborate across functions.
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; exposure to SQL, Alteryx, or BI tools is a plus.
- Strong attention to detail, organizational skills, and eagerness to learn.
- Effective communicator with a collaborative mindset.
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.
- Help maintain documentation and ensure consistency with internal data policies.
- Contribute to the testing and rollout of automated workflows and reporting tools.
- Identify opportunities to reduce manual processes and improve data accuracy.
- Support the development and maintenance of dashboards and reporting tools (e.g., Power BI, Tableau).
- Assist in preparing materials and insights for business stakeholders.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
