Senior Relationship Management Analyst / Associate

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 23 Apr 19

Senior Relationship Management Analyst / Associate

Morgan Stanley's business around the world is supported by groups and teams with a wide variety of specialized skills. They provide information and strategic thinking to the Management Committee; help to ensure the long-term growth and efficient day-to-day functioning of our business; and serve the well-being of our shareholders, clients and employees.

Sales Relationship Management (SRM) Mandate:
• Responsible for the overall ISG relationship with the top cross divisional institutional clients
• Own relationships with the "C-Suite" and senior individuals responsible for allocating the clients' wallet
• Accountable for the Firm's results with the client and our performance relative to budget
• Clients' senior single point of contact at the Firm
• Goal to achieve top tier rank/share across targeted products
• Conduct detailed wallet share and balance of payment analysis
• Develop action plans in partnership with sales & trading to target wallet/revenue
• Capture new or under-penetrated sources of revenue including strategic mandates
• Partner with Investment Banking, Global Capital Markets, Wealth Management and other areas of the Firm to maximize cross-divisional revenue opportunities

Analyst / Associate Responsibilities:
• Create presentations to identify goals for each client and target where to achieve them
• Perform financial, strategic, and competitive analysis of multiple data sources and present it in a clear and concise manner
• Prepare briefing memos for senior management to highlight current revenues and opportunities
• Work directly with Senior Relationship Managers in day-to-day management of Sales and Trading priorities
• Assist SRMs in prioritizing and staying on top of daily workflow streams and client driven requirements
• Create and maintain meeting agendas and presentation materials for SRMs use internally and externally

Qualifications:

Qualifications / Requirements:
• Works effectively and collaboratively in a small, close team environment
• Analytical thinker with a thoughtful approach to problem solving and data interpretation - very strong Excel skills
• Proficient in PowerPoint
• High level of attention to detail
• Proactive, organized planner with the ability to multi-task and prioritize numerous work streams
• Integrity and experience handling sensitive and confidential information
• Independent worker who can press forward with limited guidance
• Excellent written and verbal communication skills
• Presence and composure in the company of senior management
• Ability to establish personal relationships and effectively navigate the Firm
• GPA of 3.5 and above