US Banks Analytics, Associate/Analyst, WM Admin, Wealth Management

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

Department Profile:

The Analytics & Data (A&D) organization is a key growth area within Morgan Stanley’s Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. The team owns all the executive reporting, insights, and predictive modeling in support of Wealth Management business. The use of analytics and data will be a key driver in accelerating growth across client segments, enabling data-driven decision making and delivering the best client experience.

Position Summary:

We are looking for an experienced professional to join the Analytics & Data organization who will be responsible for analytics for US Banks. The candidate will work with data in a hands-on capacity to provide analytics, insights, and business intelligence that will help decision making and strategy. They will be responsible for owning delivery of key reports to US-based team members and leadership. The ideal candidate will display a high-level of autonomy, curiosity about data, and the ability to determine timely solutions while also thinking strategically to drive business results.

Key Responsibilities:

Key responsibilities will include but will not be limited to the following:

Support US-based colleagues with reporting, insights generation, and process optimization/maintenance for US Banks. Focus areas will be performance measurement through KPI reporting, analytical deep dives, client profile analysis, segmentation, and ad hoc strategic requests

Leverage data across disparate sources/formats to create and maintain new and innovative datasets and solutions while continuing to streamline existing processes to improve efficiency.

Build scalable reporting and visualization frameworks that translate data into actionable insights and support consistent performance tracking and benchmarking.

Develop efficient analytical solutions with focus on automation for new as well as existing processes.

Partner with Data Strategy, Infrastructure, and Tech teams to drive continuous improvement in processes and platforms.

Experience:

Bachelor’s degree in science/engineering/mathematics; MBA or other advanced degree preferred

Analyst: Experience of 2-2.5 years in data programming & SQL, preferably in the financial services industry.

Associate: A minimum of 3 years of experience in Data & Analytics (overall 3-5 years), preferably in the financial services industry.

Required Skills:

Strong proficiency in SQL and expertise in hands-on data analytics and sourcing data from multiple data platforms

Proficiency with Microsoft Office tools (Excel, PowerPoint)

Experience with data visualization tools like Tableau and understanding of the end-to-end set-up of a dashboard as well as automated process setup for regular reporting processes is desirable.

Basic familiarity with tools/applications like Dataiku, Snowflake, Hadoop, DB2, Salesforce is a plus.

Strong analytical and problem-solving skills.

Strong attention to detail, aptitude for working with numerical information.

Experience and strong aptitude in using different data environments.

Demonstrated effectiveness with both oral and written communication.

Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.