RIA Reporting Specialist

Generate and peer review quarterly performance reports for clients Assist in the oversight of reporting platforms, ensuring key reporting and compliance deadlines are met Review investment activity, performance, and cash flows to ensure data quality Serve as a resource to consultants by addressing data aggregation and reporting inquiries Analyze investment metrics and evaluate their impact on investment performance Ensure accuracy of performance reports through self-audit Work closely with offshore Teams to ensure data aggregation is completed in an accurate and timely manner Update performance reporting platforms with investment activity sourced from record keeper statements Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy Understand and effectively utilize the group's systems, infrastructure, platforms and business processes Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and record keepers Proficiency in Microsoft Office including Excel, Outlook Familiarity with wealth management, corpoate retirement plans, investment vehicles, and performance metrics Strong analytical and problem-solving skills, with close attention to detail for data validation and report accuracy, and a proactive approach to identifying and addressing inefficiencies. Must be detail-oriented, with an ability to multi-task and manage competing priorities Ability to work independently and effectively on a team Technical background with strong analytical and quantitative skills 1-2 years portfolio accounting or investment reporting experience serving corporate retirement clients Familiar with performance measurement concepts Experience with Investment Metrics or other investment reporting platforms a plus Undergraduate degree in accounting, finance, economics, data, or related field FINRA Series 7 and 66 is a plus, though not required At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Expected base pay rates for the role will be between $70,000 and $105,000 per year at the commencement of employment. 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. 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.