Morgan Stanley

Analyst, Client Reporting

Morgan Stanley

Minneapolis, MN, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Morgan Stanley! We are a leading global financial services firm and are currently seeking a highly motivated and detail-oriented individual to join our team as an Analyst, Client Reporting. In this role, you will be responsible for generating and analyzing client reports to provide valuable insights and support our clients' financial goals. We are looking for someone with strong analytical skills, excellent communication abilities, and a strong understanding of the financial markets. If you are passionate about delivering exceptional client service and have a keen interest in the world of finance, we encourage you to apply for this exciting opportunity.

  1. Generate and analyze client reports to provide valuable insights and support clients' financial goals.
  2. Utilize strong analytical skills to identify trends, patterns, and potential risks in client data.
  3. Communicate effectively with clients to understand their financial needs and provide relevant information.
  4. Collaborate with various teams, including sales, operations, and finance, to ensure accurate and timely delivery of client reports.
  5. Stay current on market trends and changes in the financial industry to provide relevant and up-to-date information to clients.
  6. Maintain a high level of accuracy and attention to detail in all client reporting.
  7. Manage multiple client accounts and prioritize tasks to meet tight deadlines.
  8. Utilize various software and systems to generate, compile, and analyze client reports.
  9. Proactively identify areas for improvement and suggest solutions to enhance the overall client reporting process.
  10. Provide exceptional client service by promptly addressing any inquiries or concerns related to client reports.
  11. Adhere to company policies and procedures to ensure compliance with regulatory and legal requirements.
  12. Continuously develop and enhance skills and knowledge in the financial services industry.
  13. Represent the company in a professional and positive manner at all times.
  14. Collaborate with team members to support and achieve department goals.
  15. Act as a brand ambassador for Morgan Stanley and promote the company's values and mission.
Where is this job?
This job is located at Minneapolis, MN, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Business Administration, Or A Related Field.

  • Minimum Of 2-3 Years Experience In Financial Analysis, Client Reporting, Or A Similar Role.

  • Strong Understanding Of Financial Markets, Investment Products, And Portfolio Management.

  • Proficient In Microsoft Excel And Other Financial Software Programs.

  • Excellent Communication Skills, Both Written And Verbal, With The Ability To Present Complex Information In A Clear And Concise Manner.

Required Skills
  • Financial Reporting

  • Data Analysis

  • Communication

  • Market Research

  • Time Management

  • Attention to detail

  • Presentation skills

  • Report Writing

  • Client Relations

  • Excel proficiency

  • performance tracking

  • Investment Knowledge

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 Minneapolis, MN, USA is $65,000 - $85,000 per year. However, this can vary based on factors such as experience, education, and the specific industry or company the analyst works for. Additionally, location can also play a role in the salary range for this position.

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 BeforeAugust 19th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started