Data Analyst @ Morgan Stanley
CurrentPrepare reports and dashboards to analyse and determine the data of account & contact from Salesforce CRM. Extract data from the database using the MS SQL server, to clean and validate data by removing duplicates. Prepare reports to track the investment and insurance products data. Determine the Data quality and accuracy is appropriate in Salesforce CRM. To maintain the details regarding Firm details research in Capital IQ tool and update Salesforce CRM accordingly. Perform the BAU task to maintain the quality of data in CRM. Responsible for tracking the data for sales and redemption of the products.