Morgan Stanley

Fund Services - Director, Client Services (New York)

Morgan Stanley • $90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree with 3+ years in finance/accounting
  • Excellent analytical skills and attention to detail
  • Strong project management capabilities
  • Proficient in Excel, including automation and complex formulas
  • Familiarity with VBA, SQL, and business intelligence tools like Tableau or Power BI is advantageous
  • Ability to thrive independently in a fast-paced environment
  • Strong communication skills, both oral and written

Responsibilities

  • Develop and maintain senior management reporting capabilities
  • Collaborate with sales to estimate resource needs for new business
  • Analyze data to identify trends and patterns
  • Identify process improvements to enhance business efficiency
  • Suggest updates to current MIS for better decision-making
  • Coordinate with IT and stakeholders to resolve reporting/data issues

Benefits

  • Opportunity to work in a dynamic, multi-regional team
  • Engagement in strategic decision-making processes
  • Exposure to diverse data analysis and reporting tasks
  • Chance to enhance analytical and problem-solving skills
  • Access to professional development and learning opportunities
Full Job Description

Role Description

Morgan Stanley seeks a professional for a Business Analyst role to assist with data analysis and reporting for its Fund Services Business. The individual will cover a diverse range of responsibilities related to strategy planning and business management. This person will be responsible for generating standard and ad-hoc reports on client and business metrics to assist management in decision-making. Candidates must be able to organize and analyze large sets of data to distill information into clear summaries for senior management. The role involves using creativity, problem-solving and quantitative skills to respond to inquiries with data-driven analysis, and effectively communicating results to regional stakeholders. The analyst will have the opportunity to use analytical skills to help drive decisions and quantify results in the Fund Services business.

To succeed in the role, the candidate will need a relevant background (finance, economics, mathematics, and statistics), strong desire to learn, and ability to work independently in a multi-regional team.

Primary responsibilities

  • Develop and maintain comprehensive senior management reporting capabilities
  • Work with sales team to estimate resource requirements for prospective business
  • Analyze data from various sources to identify trends and patterns
  • Analyze business information to identify process improvements for increasing business efficiency and effectiveness
  • Provide suggestions to update current MIS to improve decision making
  • Work with internal IT and other stakeholders to remediate gaps in reporting/data issues

 

 

Qualification/Required Skills

  • Bachelors or Master’s degree with 3+ years of Business experience in finance/accounting
  • Excellent analytical skills, strong attention to detail and good organizational skills
  • Strong project management skills
  • Excellent proficiency with Excel (automation, pivot tables, complex formula building)
  • Knowledge in VBA and databases/SQL, business intelligence software like Tableau, Power BI is a plus  
  • Ability to work independently in a fast-paced environment
  • Experience working under pressure and performing to tight deadlines
  • Excellent oral and written communication skills; the ability to convey information with clarity
  • Desire to work as a team

 

 

 

 

 

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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