Morgan Stanley

Associate - RMG Distribution Intelligence - Investment Solutions (Wealth Management)

Posted On

May 12, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

The Relationship Management Group (RMG) serves as the centralized point of contact for current and prospective third-party asset managers for Morgan Stanley Wealth Management (MSWM). As part of RMG, the Distribution Intelligence (DI) team goal is to enhance sales and revenue opportunities through the marketing of data sets and training asset managers on how to uncover sales insights and topics of focus. Data is increasingly important as asset managers search for new and more efficient ways to target financial advisors. The team searches for new formats and innovative ideas to enhance the process including delivery and communications. The Morgan Stanley differentiator is to be not just a data provider but a collaborator to enhance mutual business opportunities with an asset manager.

The Candidate will be tasked with:

Assist in the daily operations, workflow, communication, design, and distribution of the Morgan Stanley Distribution Intelligence Program for Asset Managers
Leverage MSWM analytic tools to design and test new data sets
Ensure accurate and timely analytics for asset management partners and internal stakeholders.
Assist with internal technology projects that enhance current data offerings to our asset managers
Develop an understanding of the business intelligence segment of asset management and the evolving role that it plays within distribution, marketing, product, and national accounts teams.
Assist in developing data proposals and sales presentations.
Analyze and optimize current processes to produce more efficient work flows
Perform quality assurance tests on data files prior to release to subscribers
Interface with various sources within the Firm including Data & Analytics, Investment Solutions and National Sales
Develop a conversational knowledge of trending topics including predictive analytics and artificial intelligence.
Assist in the research of data inquiries from current subscribers
Maintain a conversational knowledge level of investment trends, Firm themes, tools and practice management resources.
Attend weekly team (DI) conference calls and RMG meetings and events

Qualifications:

Bachelor’s Degree with emphasis on marketing, business analytics, finance or equivalent experience
3+ years of Wealth Management and/or Asset Management or Data and Analytics experience working with data and / or sales teams
Proficiency in Excel is a requirement
Basic understanding of database technologies and SQL languages
Familiarity with business intelligence software such as Tableau or Power BI

Personal Specifications:

A unique combination of data analytics and sales experience is highly desirable
The successful candidate will demonstrate high personal initiative, the ability to work independently and be a strong team player
Client service focused with ability to think strategically and develop innovative ways to optimize data, sales and training
Detail oriented and highly organized with ability to manage multiple projects in a fast-paced environment
Effective communication and presentation skills, especially in small group settings

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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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