Global Liquidity Product Analyst

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 16 Oct 18

Global Liquidity Product Analyst

Global Liquidity Product Analyst

This role resides in Global Liquidity and reports into Product/Distribution Management interfacing primarily with the product management, sales and marketing teams as well as technology, legal and compliance.

Key Responsibilities:

· Produce regular daily, weekly and monthly market, competitor and sales analysis necessary to facilitate the sales, marketing, and business management efforts
· Assist with custom market analysis, business planning, presentation development and new business development projects
· Liaise with sales desk and broader sales team to understand analysis and reporting needs
· Use and manage third party tools and databases in the analysis process
· Assist with the creation and development of generic sales presentations, customized client-specific pitch books, and product performance analyses as well as presentation materials in response to market data, economic events or regulatory change
· Assist with the preparation of client Request for Proposals and Due Diligence reports
· Work closely with marketing to ensure marketing pieces are updated as needed and to coordinate the quality creation of new materials
· Establish excellent communications across functional areas of the firm-including portfolio management, marketing, legal, compliance, technology and client service teams-to ensure seamless execution of product and distribution management requests
· Gain a thorough knowledge of the business and market - products, portfolio management process, analysis and reporting systems, distribution channels, and sales strategy/process.
· Liaise with legal, compliance and the sales team to ensure distribution agreements and compliance related requests are completed in a timely manner
· Gain a full understanding of the Client Relationship Management system in order to support the sales' teams day to day use of the system

Qualifications:

Qualifications:

· Bachelor's degree (with at least some course work Finance or economics)
· Strong analytical skills - comfort managing and analyzing financial data
· Strong computer skills - high level of proficiency in basic tools such as Excel and PowerPoint
· Strong teamwork orientation
· Strong client orientation
· Excellent written and verbal communication skills
· Excellent attention to detail
· High level of self-motivation and an interest in technology