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AICS Reporting, Associate

2 days ago Purchase, NY

This role is within Wealth Management in the Alternative Investments Business supporting products such as hedge funds, private equity, private credit and private real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and it is one of the fastest growing segments of the firm.

The Alternative Investments Strategic Reporting Associate will serve as a subject matter expert in our suite of Alternative Investment products and the systems that support them. The candidate will be a critical partner to Alternative Investments Client Solutions Functional teams, Fund Administrators, Operations and Product Development to maximize efficiencies and mitigate risks.

Job Duties and Responsibilities:

- Create, enhance, test, maintain, and distribute key reports/presentations to WM Alternative Investments Senior leadership and transaction processing teams. The reporting scope will range from high level Senior Management Quarterly status updates to targeted assessments of specific processes and controls

- Leverage applications such as Dataiku, Tableau, SQL, MS Access and MS Excel to simplify data collection, calculation, and presentation

- Identify gaps between the current state and ideal state and take appropriate actions to improve the operating environment

- On an ad-hoc basis, research and analyze complex business /operational challenges by collecting relevant and timely information

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- Escalate issues and events that require attention, or action to business partners, senior business managers, senior risk managers, legal, and others 3rd parties as appropriate

- Assist in the planning and execution of a variety of programs and initiatives including risk mitigation, efficiency, and improving the customer experience

- Partner with the Stakeholders to define and recognize opportunities to scale reporting efforts.

- Drive accountability and limit risk exposure for assigned initiatives by establishing controls and monitoring progress. Review strategic approaches and effectiveness of support functions and business performance

Qualifications

- 3+ years in a similar role with a focus on data analysis and reporting

- 1+ years of advanced working experience with applications like Dataiku, Tableau, SQL, MS Access and MS Excel or equivalent data aggregation, analysis, presentation applications with a demonstrated ability to work with large and unstructured data

- Demonstrated ability to work as part of a team, to take initiative, actively participate in projects/discussions, manage multiple priorities and execute in a fast paced, high demand environment

- Highly motivated, well-organized, and able to execute responsibilities with minimal supervision; ability to prioritize multiple tasks; and bring tasks to completion within established timeframes

- Ability to partner with subject matter experts and team members to guide the development of deliverables

- Problem solving skills: The candidate must have the ability to identify complex risks early and develop actionable mitigation plans

- Analytical skills: The candidate must be highly analytical with experience in using objective data to drive strategic recommendations

- Communications skills: The candidate must be able to concisely explain complex issues to audiences of varying seniority. The candidate must also possess strong written and oral executive-level communications skills

- Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).

Client-provided location(s): Purchase, NY
Job ID: Morgan-PT-JR021811
Employment Type: FULL_TIME
Posted: 2025-10-16T18:36:19

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)