ICS Business Analysis & Development Associate

Specific Responsibilities

• Ensure CRM tracking prospecting and pipeline is kept up-to-date and utilized to best match new leads to specialists as well as to track sales and predict progress against KPIs.
• Conduct data analysis or use Morgan Stanley AI tools to identify new leads or cross-sell opportunities and provide insights to the ICS Business Development team or Advisors to act upon.
• Create regular Graystone Business Development and Corporate Cash/Government Entity team updates and share lead generation, proactive pipeline management, and scaling efforts through the quantification of both leading and lagging indicators of the business.
• Present to senior leadership on business metrics, lead generation referral tracking, and follow-up, and integrated firm progress.
• Conduct new lead or opportunity scrubs inclusive of Coverage Central/MSIM Cash coverage checks.
• Support Salesforce entries for relevant opportunities and contract facilitation via DocuSign assistance.

Required Experience, Skills And Qualifications

• Familiarity with institutional client coverage, and/or data-driven analysis.
• Proficiency in advanced Excel modeling and PowerPoint (storytelling, executive-ready materials).
• Experience with AI data and reporting tools such as Dataiku, Tableau, and/or Teradata (or comparable platforms).
• Knowledge of investment consulting or similar financial field preferred.
• Familiarity with customer relationship management software like Salesforce.
• Quick learner with the ability to learn database frontend (i.e., Dataiku).
• Excellent verbal and written communication skills, including telephone coverage.
• Strong time management skills.
• Exceptional interpersonal and client service skills.
• Detailed with superior organizational skills.
• Able to prioritize work.
• Team player with the ability to collaborate with others.
• Adaptable and able to multi-task.
• Proactive or self-starter.
• Able to be discreet and maintain confidentiality on sensitive matters.

What You Can Expect From Morgan Stanley

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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 $70,000 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.