Financial Analyst - Sales Compensation & Distribution

About Morgan Stanley Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

Morgan Stanley

Sales & TradingInvestment BankingInvestment ManagementPrime BrokerageResearchInstitutional ConsultingWealth Managementand Private Wealth Management

M

morganstanley.com

10,001+ employees

Financial Services

New York, NY

Public Company

4.6M LinkedIn followers

• > Develop scenario analysis to support sales incentive compensation plan design, annual updates, and key business decisions.
• > Own the administration of sales incentive compensation plans and payroll, maintaining plan rules and reporting logic in SAP Incentive Compensation Management.
• > Manage sales compensation programs and reporting partnering with Sales, HR and Finance to ensure monthly compensation is calculated accurately and delivered timely.
• > Develop and maintain forecasting models for sales, revenue, compensation and distribution-related expenses, supporting monthly, quarterly and annual planning.
• > Build analytical frameworks that enhance visibility into channel, intermediary, product and distribution profitability trends.
• > Build distribution reporting to improve visibility into sales, compensation and intermediary economics, and deliver management reporting, forecasting and analytics.
• > Support fee sharing, intermediary economics, and other distribution-related analyses to inform business decisions.
• > Support forecasting and analysis of fee-sharing arrangements, partnership expenses, platform costs and other distribution-related investments.
• > Partner with Sales, HR, Finance, Operations and Compensation Controllers on business initiatives, and serve as a point of contact for compensation-related queries and escalations.
• > Partner with Finance, Technology, and Operations teams to enhance reporting infrastructure, automate key processes, and improve data quality, transparency, and control effectiveness.
• > Build and apply skills across the Firm's technology and AI toolset to work more efficiently and responsibly within Investment Management Finance.
• > Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards.

• >Proven experience (5+ years) in a comparable analytical financial planning and analysis role, ideally within asset management.
• >Build analytical frameworks that enhance visibility into channel, intermediary, product and distribution profitability trends.
• >Ability to translate business plans into calculated outputs in excel and systems.
• >Exceptional analytical and problem-solving skills, with the ability to translate complex data into clear, actionable insights for senior stakeholders.
• >Prepare management reporting and variance analysis that identifies key drivers of performance revenue, compensation, distribution economics and operating expenses.
• >Strong written and verbal communication skills, and the ability to interact professionally with colleagues, business partners, and clients of all levels.
• >Sound judgment and discretion in handling highly confidential and time-sensitive matters.
• >Advanced proficiency in Excel and Powerpoint, with experience developing forecasting models, management reporting and analytical dashboards.
• >Ability to work both independently and as part of a lean team.
• 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 $90,000 and $140,000 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.
• Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
• For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

• Comprehensive employee benefits
• Incentive compensation
• Discretionary bonuses
• Long-term incentive packages