Morgan Stanley (“MS”) 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.
The Wealth Management Analytics & Data (A&D) team within Morgan Stanley Strategy & Analytics group owns all the executive reporting, insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. We are seeking a talented, analytically driven professional to join the US Banks Analytics team within A&D. This highly collaborative group is looking for a strategic thinker with strong data and analytical skills and a passion for driving business growth.
Morgan Stanley’s U.S. Banks deliver lending, deposit, and cash management solutions for Wealth Management clients, and are responsible for developing, launching and managing innovative banking and lending services. These include home loans, securities-based loans, deposit accounts, access to a range of banking services, and a growing array of digital banking and lending capabilities. The US Banks are important contributors to both the revenue and earnings of Wealth Management and represent a significant growth opportunity for the Firm.
The ideal candidate brings intellectual curiosity, strong attention to detail, and the ability to clearly communicate insights to senior stakeholders.
Position Summary
- Analyze large, complex datasets to identify trends, drivers, and actionable insights related to client behavior, balances, flows, and engagement
- Partner with cross‑functional teams (Product Areas, Sales, Marketing, etc.) to address ad‑hoc analytical requests and strategic questions
- Research and answer senior management’s strategic questions and deliver data-driven solutions to complex business problems
- Drive strategic initiatives by developing analytical approaches and assessing their effectiveness and outcomes
- Ensure data quality, accuracy, and consistency through strong validation, reconciliation, and documentation practices
- Contribute to the automation and scalability of reporting and analytics processes
- Support the development of executive‑ready materials for senior leadership
Experience/Skills Required
- Bachelor’s degree in a quantitative or analytical field (e.g., Economics, Finance, Statistics, Mathematics, Engineering), supported by 3-5 years of experience in an analytics role
- Strong analytical and problem‑solving skills and experience working with large datasets
- Strong proficiency in SQL, familiarity with Python/R, and knowledge of other analytical tools (SAS, Dataiku, etc.)
- Demonstrated ability to translate data into clear insights and narratives
- Strong attention to detail and commitment to data accuracy
- Excellent written and verbal communication skills; comfortable presenting insights and recommendations to stakeholders at various levels
- Must be highly motivated and comfortable working in a fast paced environment.
- Also looking for someone that enjoys challenges and has an ability to assess issues from multiple angles.
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.
Expected base pay rates for the role will be between $85,000 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
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
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.
Skills Required
- Bachelor's degree in a quantitative field
- 3-5 years of experience in an analytics role
- Strong proficiency in SQL
- Familiarity with Python or R
- Knowledge of analytical tools like SAS, Dataiku
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
-
Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
-
Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
-
Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
