Analyst - PMCC - Prospect Management and Client Coverage (Wealth Management)

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 prosper.

Responsibilities

The Prospect Management & Client Coverage team is embedded within the broader Strategic Client Management team, which is responsible for driving the Firm's Integrated Firm Strategy. The PMCC Analyst will be responsible for supporting the Individual and Corporate Prospecting business, including oversight of reservation requests, resolving coverage conflicts as they arise, help create and maintain reporting for Sr. Leadership. The PMCC Analysts specific responsibilities will include:

• Support the team by executing coverage/connectivity verification to determine existing accounts or relationships with key companies.
• Responsible for helping to create individual and company profiles
• Conduct strategic and organizational analysis in support of Integrated Firm efforts in identifying new business opportunities across Morgan Stanley, including research and reporting for Senior Management
• Update various pipelines, group metrics and databases
• Be results oriented and quickly turn around high-quality work in a fast paced environment
  
  

Qualifications

Skills/Abilities

• Bachelor's degree required. 0-3 years related industry experience with a general understanding of Wealth Management product and services
• Strategic thinker with strong analytical and problem solving skills
• Solid data analysis experience
• Strong attention to detail, with excellent written and verbal communication skills
• Proven success with multi-tasking and working on multiple projects simultaneously
• Self-starter who will take initiative, learn quickly, and work independently
• Team-oriented, with high level of administrative and interpersonal professionalism
• Solid knowledge of the MS Office suite (Excel, Word, PowerPoint)
  
  

Posting Date

Dec 26, 2024

Primary Location

Non-Japan Asia-India-Maharashtra-Mumbai

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Analyst