Morgan Stanley · 3 days ago
AUM Flow Analytics – MSIM – Vice President
New York, NY
Full-time
Onsite
Mid, Senior Level
$110K/yr - $225K/yr
5+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The role of Vice President – AUM & Flows Reporting Specialist is critical in ensuring the accuracy, consistency, and timely delivery of AUM and net flow data across the firm, requiring strong collaboration and data management skills.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Oversee and support production of daily, weekly, and monthly AUM and flow reports across multiple hierarchies (e.g., product, region, client type)
Ensure data integrity across systems and coordinate with Finance, Product, Operations, Technology and Distribution teams to resolve discrepancies
Manage internal and external communications for AUM & Flows inquiries with accuracy and timeliness
Execute and enhance data validation checks, exception handling, and reconciliation processes
Maintain documentation and audit trails to support regulatory and internal governance requirements
Partner with Technology and Data Management teams to ensure alignment with enterprise data standards
Support the design, testing and implementation of automated workflows using tools like Alteryx or Python
Contribute to the development of scalable data pipelines and reporting infrastructure
Participate in initiatives to streamline data sourcing, reduce manual touchpoints, and improve data quality
Build and maintain dashboards and self-service tools (e.g., Power BI, Tableau) for business stakeholders
Translate complex data into clear, actionable insights for Distribution, Product, and Executive audiences
Provide training and documentation to empower users and promote data literacy
Qualification
Required
Minimum 5 years of experience in asset management financial reporting or data management roles
Familiarity with AUM and flow concepts, investment products, and client data
Ability to manage complex data programs and deliver measurable business value
Exceptional communication and stakeholder engagement skills, with a pragmatic approach to problem-solving
Experience in designing and developing data control frameworks
Detail-oriented with a strong sense of ownership and accountability
Ability to handle multiple high-priority items at once
Preferred
Tableau, PowerBI, SQL, Alteryx skills are a strong plus
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-17
2026-01-17
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