Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM 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 purpose of the Distribution Sales Data Analyst is to review, analyze and implement the use of sales data by the Intermediary sales channels of EVD. The Distribution Sales Data Analyst will work directly with the sales, marketing, operations, business intelligence, and IT teams to support the Intermediary sales efforts.
Primary Responsibilities:
- Research industry and product data from a variety of sources to help provide strategic analysis for the sales teams
- Lead multiple projects related to Eaton Vance’s distribution of Mutual Funds, Separately Managed Accounts, Specialty Solution Products, Alternative Products and Exchange-Traded Funds.
- Work closely with the EVD Sales Management and EVD Senior Management to identify and define tactical and strategic distribution initiatives.
- Assist in implementation of targeted tactical sales initiatives
- Conduct analysis, present alternatives, recommend and provide assistance in uncovering sales opportunities
- Be proactive and offer solutions and ideas to sales management based on goals and sales analysis
- Serve as liaison between Data Reporting team and EVD Sales Management
- Oversee development, implementation and measurement of targeted campaigns and manage publication of key analytical deliverables for senior management and sales force
- Must have a deep understanding of the goals and needs of EVD departments
- Bachelor’s degree or equivalent
- Preferred 3 - 5 years of financial services experience.
- Knowledge of Tableau and MS Office is required. Knowledge of SalesForce is preferred.
- Strong relationship management skills
- Strong analytical and quantitative skills
- Ability to work in a fast-paced, intensely deadline driven environment with rapidly shifting priorities.
- Produce results both independently and as part of a team
- Must have excellent problem-solving skills, ability to analyze relevant issues, and reach actionable conclusions
- Ability to communicate, effectively, coherently, and professionally with all levels of management
- Exceptional customer service skills and the ability to gather unrefined business requirements from multiple sources and formulate and deliver a solution in a timely manner.
- Demonstrated understanding of business requirements and industry trends
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Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).