Analyst, Client Reporting

Welcome to Morgan Stanley! We are currently seeking a highly motivated and detail-oriented Analyst to join our Client Reporting team. As a global financial services firm, we pride ourselves on providing exceptional service to our clients. In this role, you will play a crucial part in analyzing and reporting on client investment portfolios. We are looking for a team player with excellent analytical skills and a strong understanding of financial markets. If you are a self-starter with a passion for delivering accurate and timely reports to clients, we encourage you to apply for this exciting opportunity at Morgan Stanley.

1. Analyze and report on client investment portfolios accurately and in a timely manner.
2. Collaborate with team members to ensure high-quality and consistent client reporting.
3. Conduct in-depth analysis of financial markets and industry trends.
4. Communicate effectively with clients to answer any questions or concerns regarding their portfolios.
5. Monitor and track client investments to identify any potential risks or opportunities.
6. Utilize various financial software and systems to gather and analyze data.
7. Maintain a strong understanding of Morgan Stanley's products and services to accurately represent them in client reports.
8. Proactively identify areas for improvement and make recommendations to enhance client reporting processes.
9. Adhere to strict confidentiality and security protocols to protect sensitive client information.
10. Stay up-to-date on industry regulations and compliance standards to ensure all reports are in accordance with guidelines.
11. Collaborate with other departments and teams to gather information and insights for client reporting.
12. Continuously seek out ways to improve and streamline reporting procedures.
13. Support and assist senior team members as needed.
14. Handle ad-hoc requests for data and analysis from clients and internal stakeholders.
15. Take ownership of assigned tasks and ensure they are completed accurately and within designated timelines.

According to JobzMall, the average salary range for a Analyst, Client Reporting in Dallas, TX, USA is $50,000 – $80,000 per year. This can vary depending on the specific industry, company, and experience level of the individual. Some factors that can affect salary include years of experience, education level, and additional skills and certifications. Additionally, the cost of living in Dallas can also impact salary ranges.

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.