ICS Business Analysis & Development Associate

Morgan Stanley • Town/Village of Harrison, NY

19h • Onsite

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. Morgan Stanley’s Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. This individual will work as part of the ICS business development team and support sales efforts end to end including lead generation, tracking in CRM and incorporating Morgan Stanley Artificial Intelligence tools into lead and pipeline process and ideating new ways to scale these channels in partnership with our specialist Advisors. Daily support in Coverage Central, CMS, DocuSign tasks and frequent ad-hoc data and metric requests are also in scope.

Requirements

• Familiarity with institutional client coverage, and/or data driven analysis.
• Proficiency in advanced Excel modeling and PowerPoint (storytelling, executive-ready materials).
• Experience with AI data and reporting tools such as Dataiku, Tableau, and/or Teradata (or comparable platforms)
• Familiarity with customer relationship management software like Salesforce
• Quick learner with the ability to learn database front end (i.e. Dataiku)
• Excellent verbal and written communication skills, including telephone coverage
• Strong time management skills
• Exceptional interpersonal and client service skills
• Detail oriented with superior organization skills
• Ability to prioritize work
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced evolving environment
• Adaptable and ability to multi-task
• Proactive or self-starter
• Ability to be discreet and maintain confidentiality on sensitive matters

Nice To Haves

• Knowledge of investment consulting or similar financial field preferred

Responsibilities

• Ensure CRM tracking prospecting and pipeline is kept up-to-date and able to be utilized to best match new leads to specialists as well as to track sales and predict progress against KPIs.
• Conduct data analysis or use Morgan Stanley AI tools in order to identify new leads or cross sell opportunities and provide insights to the ICS Business Development team or Advisors to action against.
• Create regular Graystone Business Development and Corporate Cash/Government Entity team updates and share the lead generation, proactive pipeline management and scaling efforts through the quantification of both leading and lagging indicators of the business.
• Periodically present to senior leadership on business metrics, lead generation referral tracking and follow up and Integrated Firm progress.
• Conduct new lead or opportunity scrubs inclusive of Coverage Central/MSIM Cash coverage checks.
• Support Salesforce entries for relevant opportunities and contract facilitation via DocuSign assistance.

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees