Morgan Stanley

Data Integrity & CRM

Posted On

Feb. 28, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

April 23, 2025

Job Description

Job Description

Division: Global Sales and Marketing

Job Title: Data Integrity & CRM

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 $1.7 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.

Background on the Team

We are looking for career-minded professionals with global perspective to join the Mumbai based Distribution Management team as a Data Integrity Associate. The role specifically supports MSIM’s Global Distribution efforts by ensuring the division’s CRM systems are up-to-date and accurate.

Primary Responsibilities

The primary responsibility of the role is to update & maintain client related referential data & set-ups within the CRM applications to optimize data used by sales, marketing & finance teams while meeting compliance requirements.

The successful candidate should have experience in or knowledge of the investment management industry, experience with CRM systems (Salesforce is a plus), is analytical and possess the ability to multi-task on ad-hoc requests and large projects.

Responsibilities

Maintaining client and prospect information at the organizational and executive level in the Firm CRM systems.
Legal Entity set-ups, maintenance and matching for cross divisional reporting requirements.
Reviewing firm hierarchy for legal entities and clients.
Data quality initiatives, mapping and resolving data discrepancies in CRM systems.
Trade resolution management for Financial Advisors & Partnership firms and ensure all breaks are properly resolved.
Map investor level & flows data received from transfer agents into firm CRM.
Troubleshooting queries and requests from Sales Teams.
Support business reporting needs.
Routinely perform data cleansing and validation in relation to client mergers and consolidations.
Maintain executive information within CRM database.
Work on larger scale projects & enhancements to improve overall accuracy of CRM database & integration across different systems.

Skills desired

Working knowledge of investment management industry.
Hold and adhere to high standards of confidentiality.
Excellent project and time management skills.
Attention to detail & Problem solving.
Ability to work independently and manage multiple tasks simultaneously.
Strong analytical skills.
Good verbal and written communication skills.

Position Requirements:

Bachelor’s degree & minimum three years of relevant experience required.
Proficiency in Microsoft Office including Word, Excel, PowerPoint, Access.
Experience with CRM systems, Power BI, Tableau, Capital IQ is an added advantage.

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 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

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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