Division: Global Sales and Marketing Job Title: Data Integrity & CRM Location: Mumbai Job Level: Associate Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has 1.5 Trillion in assets under management or supervision as of June 30, 2024. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Background on the Team We are looking for career-minded professionals with global perspective to join the Mumbai based Distribution Management team as a Data Integrity Associate. The role specifically supports MSIMs Global Distribution efforts by ensuring the divisions CRM systems are up-to-date and accurate. Primary Responsibilities The primary responsibility of the role is to update & maintain client related referential data & set-ups within the CRM applications to optimize data used by sales, marketing & finance teams while meeting compliance requirements. The successful candidate should have experience in or knowledge of the investment management industry, experience with CRM systems (Salesforce is a plus), is analytical and possess the ability to multi-task on ad-hoc requests and large projects. Responsibilities Maintaining client and prospect information at the organizational and executive level in the Firm CRM systems. Legal Entity set-ups, maintenance and matching for cross divisional reporting requirements. Reviewing firm hierarchy for legal entities and clients. Data quality initiatives, mapping and resolving data discrepancies in CRM systems. Trade resolution management for Financial Advisors & Partnership firms and ensure all breaks are properly resolved. Map investor level & flows data received from transfer agents into firm CRM. Troubleshooting queries and requests from Sales Teams. Support business reporting needs. Routinely perform data cleansing and validation in relation to client mergers and consolidations. Maintain executive information within CRM database. Work on larger scale projects & enhancements to improve overall accuracy of CRM database & integration across different systems.