Senior Regional Analyst

Company: Morgan Stanley
Location: Chicago
Posted on: April 1, 2025

Job Description:

POSITION SUMMARY:The Regional Analyst will work closely with the Regional Business Service Officer and Regional Business Development Manager to support business initiatives to ensure the operational effectiveness and excellence of the business unit. This role includes management of business development and service projects.DUTIES and RESPONSIBILITIES:

• Analyzes current processes and generates solutions to improve business performance and efficiency of the region.
• Places, formats, and synthesizes content into set templates for one-pagers and presentations using company branded guidelines.
• Attends meetings with the Regional Business Service Officer or Regional Business Development Manager to find solutions to complex problems.
• Manages databases, spreadsheets, and other software platforms to automate business functions and track business activities.
• Generates reference documents, reports, and charts.
• Assists the Regional Business Service Officer with coordination of local operational and client service support within the region for newly recruited Financial Advisors.
• Assists the Regional Business Service Officer in responding to client operational or service complaints escalated from Business Service Managers.
• Supports the Regional Business Development Manager in identifying the region's largest growth opportunities across the platform.Qualifications - ExternalEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience
  • Bachelor's Degree or equivalent education.Knowledge/Skills
    • Advanced Excel and PowerPoint skills.
    • Effective written and verbal communication skills.
    • Strong attention to detail.
    • Ability to identify issues and trends to anticipate change and provide recommended solutions and remedies.
    • Exceptional organizational skills.
    • Ability to organize and prioritize workflow and assignments in a deadline-oriented environment.
    • Ability to interact with support staff and all levels of Firm Management.
    • Ability to multitask in a fast-paced environment.
    • Excellent judgment and ability to be discreet in all manners.
    • Outstanding interpersonal skills.
    • Strong work ethic.REPORTS TO:
      • Regional Business Service Office and Regional Business Development Manager.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 85 years. 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. At Morgan Stanley, you'll find trusted colleagues, committed mentors, and a culture that values diverse perspectives, individual intellect, and cross-collaboration. 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.Salary range for the position: $85,000-$125,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.Diversity and Inclusion: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).
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Keywords: Morgan Stanley, Chicago , Senior Regional Analyst, Professions , Chicago, Illinois