Morgan Stanley is a leading global financial services firm, and they are seeking a dedicated and detail-oriented Digital Reporting Analyst to join their Parametric team. This role involves coordinating and supporting the monthly and quarterly processes for publishing client reporting data on the digital platform, as well as collaborating with product and technology teams to enhance the reporting platform.
Coordinate and support the monthly and quarterly processes for publishing client reporting data on the digital platform. This includes reviewing data, making decisions related to timing of critical steps, and managing email notifications to external users
Report and track bugs and enhancement requests for the digital reporting platform, including testing in UAT and providing business approval
Collaborate with product managers to determine requirements for new strategies requiring reporting on the digital platform
Review requirements to identify existing reporting elements and new components
Define necessary steps and assign responsibilities to support new reporting initiatives
Identify and evaluate new data sources in collaboration with subject matter experts
Coordinate with the digital team to create mock-ups
Work with PSM to prioritize projects on the roadmap
Support tactical client reporting projects as needed outside of the digital reporting platform
Qualification
Required
4-year degree or equivalent, preferably in a related discipline such as Business, Finance, or Economics
1-3 years of related industry/work (inclusive of internships) experience required
Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, equities, mutual funds, hedge funds, private equity)
Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions
Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload
Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts
High attention to detail and strong sense of urgency
Must possess a high level of initiative
Ability to think strategically and build on system capabilities
Able to maintain a high level of confidentiality
Ability to excel independently and in ambiguous situations
Preferred
Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus
Interest in leveraging technology in the reporting process: prior experience or exposure to technology tools such as Python, Alteryx, SQL is beneficial but not required
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
