Morgan Stanley

Associate AUM and Flows Reporting

Posted On

Feb. 18, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

March 26, 2025

Job Description

Division: Investment Management

Job Title: Associate AUM and Flows Reporting

Location: Mumbai

Job Level: Associate

Company Profile

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.

Department Profile

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.5 trillion in assets under management or supervision as of June 30, 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.

Background on the Team

Coordinate and complete Assets Under Management reporting process for one of the strategic businesses within Morgan Stanley Investment Management.

. Responsibilities

Deliver reporting output to downstream consumers within designated timelines
Collaborate with the broader organization to better understand events and trends within AUM and Flows for the business
Maintain and enhance controls with upstream data providers to ensure quality and accuracy of reported data. Research discrepancies and effect
problem resolution where necessary.
Validate reporting output prior to distribution, maintaining and improving reporting controls
Monitor status of reporting to ensure timely distribution
Serve as a subject matter expert to leadership and the business for AUM & Flows reporting
Be the change agent by developing and optimizing most efficient methods of delivering reporting & analytics output.
Oversee product fee basis management for the division
Manage and optimize self-service tooling in conjunction with technology partners
Effectively communicate both verbally and in writing across all organizational levels.
Assist with ad hoc AUM & Flows requests and support broader organizational transformation efforts as AUM & Flows reporting expert

Skills desired

Associate or Bachelor’s degree with a concentration in Business, Computer Science or related field; or equivalent experience
3-5 years of related work experience
Finance reporting and knowledge of Asset Management is a major plus
Transformation experience is a plus
Advanced Excel skills, SQL, Tableau and Database skills
Project Management skills would be a plus.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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