Morgan Stanley

ICS Business Analysis & Development Associate

Morgan Stanley$70K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in institutional client coverage or data analysis.
  • Advanced proficiency in Excel and PowerPoint for data modeling and storytelling.
  • Familiarity with AI data tools like Dataiku, Tableau, or Teradata.
  • Knowledge of investment consulting or a related financial field is preferred.
  • Experience with Salesforce or similar CRM systems.
  • Strong verbal and written communication skills, including phone etiquette.
  • Proven ability to manage time effectively and prioritize multiple tasks.

Responsibilities

  • Maintain up-to-date CRM for tracking prospects and sales pipeline.
  • Utilize AI tools for data analysis to identify new leads and cross-sell opportunities.
  • Generate business updates reflecting lead generation and pipeline management.
  • Deliver presentations on metrics and business development to senior leadership.
  • Conduct thorough scrubs of new leads and opportunities using internal tools.
  • Assist with Salesforce entries and facilitate contracts via DocuSign.

Benefits

  • Opportunities for commission and incentive compensation.
  • Access to discretionary bonuses.
  • Participation in Morgan Stanley's sponsored benefit programs.
  • Potential for professional development and growth in a collaborative environment.
  • Exposure to cutting-edge AI tools in a global financial institution.
Full Job Description
ICS Business Analysis & Development Associate

Position Summary:

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.

Specific Responsibilities Include:
  • 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.


Required Experience, Skills and Qualifications:
  • 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)
  • Knowledge of investment consulting or similar financial field preferred
  • 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


Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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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