AUM Flow Analytics – MSIM – Vice President at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Apr, 26

Salary

225000.0

Posted On

05 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Management, Financial Reporting, Stakeholder Engagement, Data Validation, Automation, Dashboard Development, Data Quality, SQL, Tableau, Power BI, Alteryx, Problem-Solving, Communication, Detail-Oriented, Ownership, Accountability

Industry

Financial Services

Description

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. Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and over $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. The AUM & Flows Reporting team within Data & Analytics department is responsible for the accurate and timely production, validation, and distribution of assets under management (AUM) and flow data across the firm. Their work supports internal stakeholders, regulatory reporting, and external communications. Data & Analytics is seeking a Vice President – AUM & Flows Reporting Specialist to join MSIM’s AUM & Flows Reporting team. This role is critical in ensuring the accuracy, consistency, and timely delivery of AUM and net flow data across the firm. The ideal candidate will have a strong data mindset, experience with financial reporting, and the ability to collaborate across functions. Key Details: Core Responsibilities: Daily, weekly, and monthly reporting of AUM and flows across multiple dimensions. Stakeholder Engagement: Collaborates closely with Distribution, Strategy, Marketing, Finance, and Technology to ensure data integrity and resolve discrepancies. Process & Controls: Maintains robust data validation processes, exception handling, and audit trails to support governance and compliance standards. Initiatives & Enhancements: Actively involved in automation, dashboard development, and data quality initiatives to streamline reporting and improve transparency. Responsibilities: 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. Data Governance and Controls Execute and enhance data validation checks, exception handling, and reconciliation processes. Maintain documentation and audit trails to support regulatory and internal governance requirements. Partner with Technology and Data Management teams to ensure alignment with enterprise data standards. Transformations 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. Consumer Enablement Build and maintain dashboards and self-service tools (e.g., Power BI, Tableau) for business stakeholders. Translate complex data into clear, actionable insights for Distribution, Product, and Executive audiences. Provide training and documentation to empower users and promote data literacy. Requirements 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. 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. 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. 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Responsibilities

The role involves overseeing the production of AUM and flow reports and ensuring data integrity across various teams. It also includes maintaining robust data validation processes and supporting automation initiatives.