ICS Business Analysis & Development Associate

ICS Business Analysis & Development Associate

Firm Overview
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’s Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business.

Position Summary:

This individual will work as part of the ICS business development team and support sales efforts end to end including lead generation, tracking in CRM and incorporating Morgan Stanley Artificial Intelligence tools into lead and pipeline process and ideating new ways to scale these channels in partnership with our specialist Advisors. Daily support in Coverage Central, CMS, DocuSign tasks and frequent ad-hoc data and metric requests are also in scope.

Specific Responsibilities Include:             

• Ensure CRM tracking prospecting and pipeline is kept up-to-date and able to be utilized to best match new leads to specialists as well as to track sales and predict progress against KPIs.
• Conduct data analysis or use Morgan Stanley AI tools in order to identify new leads or cross sell opportunities and provide insights to the ICS Business Development team or Advisors to action against.
• Create regular Graystone Business Development and Corporate Cash/Government Entity team updates and share the lead generation, proactive pipeline management and scaling efforts through the quantification of both leading and lagging indicators of the business.
• Periodically present to senior leadership on business metrics, lead generation referral tracking and follow up and Integrated Firm progress.
• Conduct new lead or opportunity scrubs inclusive of Coverage Central/MSIM Cash coverage checks.
• Support Salesforce entries for relevant opportunities and contract facilitation via DocuSign assistance.

Required Experience, Skills and Qualifications:

• Familiarity with institutional client coverage, and/or data driven analysis.
• Proficiency in advanced Excel modeling and PowerPoint (storytelling, executive-ready materials).
• Experience with AI data and reporting tools such as Dataiku, Tableau, and/or Teradata (or comparable platforms)
• Knowledge of investment consulting or similar financial field preferred
• Familiarity with customer relationship management software like Salesforce
• Quick learner with the ability to learn database front end (i.e. Dataiku)
• Excellent verbal and written communication skills, including telephone coverage
• Strong time management skills
• Exceptional interpersonal and client service skills
• Detail oriented with superior organization skills
• Ability to prioritize work
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced evolving environment
• Adaptable and ability to multi-task
• Proactive or self-starter
• Ability to be discreet and maintain confidentiality on sensitive matters

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 offic