Senior Associate – Distribution Management
| Company | Morgan Stanley |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ Years of relevant work experience preferably within Mutual Fund Operations / Transfer Agency teams
- Fundamental understanding of SS&C / Transfer Agent data architecture and relationship with complimentary sub-TA data streams
- Knowledge of the Mutual Fund trade resolution process and the role of the Firm/Office/Rep ID’s that drive the attribution
- Experience working with ETF flows and AUM is beneficial
- Comfortable working with large complex data sets received from multiple sources, both internal and from 3rd party providers
- Ability to collect, organize, and analyze data; summarize findings and develop conclusions and recommendations
- Strong attention to detail as well as solid organization/time management skills
- High proficiency in Microsoft Excel functions
- Bachelor’s Degree Required
Responsibilities
- Utilize 3rd party data applications (Salesforce, SS&C SalesConnect, Broadridge, etc.) to ensure Intermediary flows and AUM are accurately recorded and available for reporting
- Manual entry of trades, trade assignments, firms, offices, contacts as needed to help resolve trades and positions across a variety of MSIM product families
- Function as a liaison between the Firm and SS&C to drive prioritization of outstanding data initiatives and maintain project timelines
- Oversee sales territory management tool and work with sales managers to execute realignments when needed
- Troubleshoot trade resolution issues and identify root cause to formulate a proposed solution
- Work closely with Investor Services and Operations to ensure alignment of data between TA and sales systems
- Design custom data queries to respond to ad-hoc data requests from sales personnel and members of our investment teams
- Implement custom rules to override natural resolution of trades and assets in order to satisfy sales requirements
- Assist with the resolution of subscriptions in our Alternative funds down to the appropriate financial advisor
- Ability to maintain excellent communication standards, including within Distribution Management and with sales representatives
Preferred Qualifications
- Work experience with SalesConnect / SS&C experience is a plus as well as preferred operations background