AUM Flow Analytics – MSIM – Associate

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 an Associate – 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.

Operations:

• Assist in the production of daily, weekly, and monthly AUM and flow reports across key business dimensions.
• Perform initial data checks and coordinate with senior team members to resolve discrepancies.
• Support responses to internal inquiries related to AUM and flows.

Data Governance and Controls:

• Execute standard data validation and reconciliation processes.
• Help maintain documentation and ensure consistency with internal data policies.

Transformations:

• Contribute to the testing and rollout of automated workflows and reporting tools.
• Identify opportunities to reduce manual processes and improve data accuracy.

Consumer Enablement:

• Support the development and maintenance of dashboards and reporting tools (e.g., Power BI, Tableau).
• Assist in preparing materials and insights for business stakeholders.

Qualifications:

• 2–3 years of experience in financial reporting, data analysis, or asset management operations.
• Familiarity with AUM and flow concepts and investment product structures.
• Proficiency in Excel; exposure to SQL, Alteryx, or BI tools is a plus.
• Strong attention to detail, organizational skills, and eagerness to learn.
• Effective communicator with a collaborative mindset.

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 $80,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined