Sales Data Analyst

Morgan Stanley - Boston, MA

Full-time

Boston, MA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Distribution Sales Data Analyst at Morgan Stanley Investment Management (MSIM) plays a crucial role in analyzing and implementing sales data for the Intermediary sales channels. This position involves collaboration with various teams, including sales, marketing, operations, business intelligence, and IT, to enhance the effectiveness of sales efforts and support strategic initiatives.

Responsibilities

• Research industry and product data from various sources to provide strategic analysis for sales teams.
• Lead multiple projects related to the distribution of Mutual Funds, Separately Managed Accounts, Specialty Solution Products, Alternative Products, and Exchange-Traded Funds.
• Work closely with EVD Sales Management and EVD Senior Management to identify and define tactical and strategic distribution initiatives.
• Assist in the implementation of targeted tactical sales initiatives.
• Conduct analysis, present alternatives, recommend, and provide assistance in uncovering sales opportunities.
• Proactively offer solutions and ideas to sales management based on goals and sales analysis.
• Serve as a liaison between the Data Reporting team and EVD Sales Management.
• Oversee development, implementation, and measurement of targeted campaigns and manage publication of key analytical deliverables for senior management and sales force.
• Understand the goals and needs of EVD departments.

Requirements

• Bachelor's degree or equivalent.
• Preferred 3 - 5 years of financial services experience.
• Knowledge of Tableau and MS Office is required.
• Knowledge of SalesForce is preferred.
• Strong relationship management skills.
• Strong analytical and quantitative skills.
• Ability to work in a fast-paced, intensely deadline-driven environment with rapidly shifting priorities.
• Excellent problem-solving skills and ability to analyze relevant issues and reach actionable conclusions.
• Ability to communicate effectively, coherently, and professionally with all levels of management.
• Exceptional customer service skills and the ability to gather unrefined business requirements from multiple sources and formulate and deliver a solution in a timely manner.
• Demonstrated understanding of business requirements and industry trends.