Financial Planning and Analysis

• Manage and support the updating and maintenance of the monthly/quarterly materials including fact cards, performance summaries, presentations, Investment Ideas and collateral
• Ensure accuracy and timeliness of data through implementation of quality control processes, proofing and data checking
• Partner with the key stakeholders including technology team to ensure timely execution of all initiatives with key focus on system and data related projects
• Perform quality control checks on material development and performance update process
• Contribute to ongoing quality and efficiency improvements
• Provide peer review of first drafts and training of junior team members
• Ensure timely update and delivery of all Monthly and Quarterly MSIM Marketing materials to invested clients, prospectus and MSIM.com.
• Co-ordinate with multiple business stakeholders and technology in managing and completion of MSIM wide Product Actions on MSIM Marketing materials and MSIM.com (across all language websites).

Associate/Senior Associate – Marketing Operations, Investment Management

Financial Consulting Associate 2 – Finance as a Service

Associate - Financial Diligence - TMT - TCF

Infor LN Finance Consultant

Financial Consulting Associate – Finance as a Service

Senior Associate – Financial Planning and Analysis