Morgan Stanley

Analyst, Client Reporting

Morgan Stanley

Tampa, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a detail-oriented and analytical individual looking for a challenging and rewarding career opportunity? Look no further than Morgan Stanley's Analyst, Client Reporting role. As a global financial services firm, Morgan Stanley is committed to providing exceptional service to our clients and we are seeking a highly motivated individual to join our team. In this role, you will have the opportunity to work with a diverse group of clients and collaborate with a team of talented professionals. To be successful in this role, you must have excellent communication and problem-solving skills, a strong understanding of financial markets, and a proven track record of delivering accurate and timely reports. If you are ready to take the next step in your career and make an impact in the financial services industry, we encourage you to apply for this exciting opportunity with Morgan Stanley.

  1. Utilize excellent communication skills to effectively collaborate with a team of professionals and provide exceptional service to clients.
  2. Conduct thorough analysis of financial markets and use findings to accurately and timely prepare reports.
  3. Demonstrate attention to detail and maintain high levels of accuracy in all reports and data.
  4. Collaborate with team members to ensure consistency and accuracy in reporting across all clients.
  5. Work closely with clients to understand their needs and provide customized reporting solutions.
  6. Keep up-to-date with industry trends and changes in financial markets to provide valuable insights to clients.
  7. Identify and troubleshoot any issues with reporting and provide solutions to maintain high levels of client satisfaction.
  8. Utilize problem-solving skills to address any discrepancies or errors in reports and implement corrective measures.
  9. Maintain strict confidentiality and adhere to all regulatory and compliance policies.
  10. Continuously strive for improvement and efficiency in reporting processes to enhance client experience.
  11. Provide support to senior team members and assist in training new analysts.
  12. Meet strict deadlines and manage multiple priorities effectively.
  13. Proactively identify and implement process improvements to streamline reporting procedures.
  14. Maintain accurate documentation of all processes and procedures.
  15. Represent Morgan Stanley's values and maintain a high level of professionalism in all interactions with clients and colleagues.
Where is this job?
This job is located at Tampa, FL, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Or A Related Field.

  • 2-3 Years Of Experience In Financial Analysis, Preferably In A Client Reporting Or Investment Management Role.

  • Strong Knowledge Of Financial Products, Markets, And Industry Trends.

  • Proficiency In Microsoft Excel And Other Data Analysis Tools.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Complex Financial Information To Clients And Colleagues.

Required Skills
  • Data Analysis

  • Communication

  • Market Research

  • Time Management

  • Attention to detail

  • Presentation skills

  • Financial Modeling

  • Client Relationship Management

  • Problem-Solving

  • Excel proficiency

  • Report Creation

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Analyst, Client Reporting in Tampa, FL, USA is $51,000 - $82,000 per year. This range can vary depending on factors such as experience, education level, and industry.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 30th, 2024
Apply BeforeJune 21st, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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