Regional Analyst

Morgan Stanley•Purchase, NY

47d•$115,000 - $180,000

About The Position

The Regional Analyst will work closely with the Regional Director and Regional Chief Operating Officer 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.

Requirements

Bachelor’s Degree or equivalent education
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

Responsibilities

Responsible for analyzing branch metrics on profitability, headcount, diversity, product engagement, and overall performance metrics to assess required resources and assist in driving regional strategic decisions and initiatives
Support the Regional Director and Regional Chief Operating Officer in identifying the region's largest growth opportunities across the platform
Develop actionable reports for field managers to understand current performance and identify client opportunities
Analyze current processes and generate solutions to improve business performance and efficiency of the region
Present insightful findings, share key strategies, and communicate important updates in leadership meetings
Create ad-hoc analysis for Senior Management related to regional performance
Facilitate the planning and execution of regional leadership forums and training sessions for field management by managing the agenda, speakers, and content to enhance leadership development and drive organizational success
Create presentations for monthly regional calls and regional leadership forums
Participate in regional business reviews and document key takeaways
Oversee the hiring allocation process for the Financial Advisor Associate Program within the region by prioritizing candidate selection based on talent needs, coordinating with the sourcing team, and offering guidance to associate market managers on timelines and expectations
Coordinate external recognition and summit invitations for advisors across the region for Forbes and Barron’s
Manage databases, spreadsheets, and other software platforms to automate business functions and to track business activities