AUM Flow Analytics – MSIM – Vice President at Morgan Stanley
New York, New York, United States -
Full Time


Start Date

Immediate

Expiry Date

10 Feb, 26

Salary

225000.0

Posted On

12 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Data Validation, Exception Handling, Audit Trails, Data Integrity, Communication, Stakeholder Engagement, Data Control Frameworks, Tableau, Power BI, SQL, Alteryx, Problem-Solving, Data Quality, Reporting, Automation, Training

Industry

Financial Services

Description
Process & Controls: Maintains robust data validation processes, exception handling, and audit trails to support governance and compliance standards. Operations Oversee and support production of daily, weekly, and monthly AUM and flow reports across multiple hierarchies (e.g., product, region, client type). Ensure data integrity across systems and coordinate with Finance, Product, Operations, Technology and Distribution teams to resolve discrepancies. Manage internal and external communications for AUM & Flows inquiries with accuracy and timeliness. Execute and enhance data validation checks, exception handling, and reconciliation processes. Support the design, testing and implementation of automated workflows using tools like Alteryx or Python. Contribute to the development of scalable data pipelines and reporting infrastructure. Participate in initiatives to streamline data sourcing, reduce manual touchpoints, and improve data quality. Build and maintain dashboards and self-service tools (e.g., Power BI, Tableau) for business stakeholders. Provide training and documentation to empower users and promote data literacy. Minimum 5 years of experience in asset management financial reporting or data management roles. Familiarity with AUM and flow concepts, investment products, and client data. Ability to manage complex data programs and deliver measurable business value. Exceptional communication and stakeholder engagement skills, with a pragmatic approach to problem-solving. Experience in designing and developing data control frameworks. Detail-oriented with a strong sense of ownership and accountability. Tableau, PowerBI, SQL, Alteryx skills are a strong plus. Ability to handle multiple high-priority items at once. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $110,000 and $225,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Responsibilities
The role involves maintaining data validation processes and overseeing the production of AUM and flow reports. It also includes managing communications and enhancing automated workflows.
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