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 use of analytics and data will be a key driver in accelerating growth across all client segments, enabling data-driven decision making and delivering the best client experience.
Position Summary:
Analyst / Associate role to join our Analytics & Data organization in the NNA Analytics and Insights team function which is responsible for Net New Assets (NNA) reporting, forecasting and insights on the key drivers of NNA - the most important and visible metric for the WM business.
The candidate will be responsible for the ongoing distribution of multiple various reports to senior management and stakeholders, engaging teams across the organization to help with consolidating and streamlining NNA reporting. Additionally, you will help with determining insights on NNA forecasting for WM Business with the focus on Private Markets opportunities and analyzing competitor flows by investigating additional analytical or predictive use-cases from existing data.
Key Responsibilities:
Key responsibilities will include but will not be limited to the following:
- Assist in supporting A&D NNA reporting across multiple projects and stakeholders, including the Private Markets Analytics
- Collaborate with team in the US, Mumbai, and Budapest to distribute a suite of senior management reports to be produced on daily, weekly, monthly, and quarterly basis.
- Problem solving skills – ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.
- Analytical skills – Analyze data to identify key trends, proficient in data reconciliation, comparison and benchmarking.
- Data validation skills – Be able to leverage different data sources and methodologies to verify accuracy of output.
- Teamwork skills – The candidate must be flexible in their work style and be able to work collaboratively with others on the team.
- Provide reporting support as needed.
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:
- Ability to work independently and possess a strong sense of accountability/ownership.
- Must be a self-starter and a quick learner, able to prioritize and delegate effectively to manage delivery/execution of a wide range of tasks and initiatives.
- Strong written, verbal, presentation, and interpersonal skills
- Proficient in MS Excel, PowerPoint & Outlook
- Experience or knowledge in data analytics toolsets such as: SQL, Excel, Tableau, Python, Dataiku (nice to have)
- Ability to work in a team environment and partner with multiple individuals across various groups.
- 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.
Registration Required:
- No
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 $70,000 and $115,000 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 science, engineering, or mathematics
- Two to 2.5 years of experience in data programming and SQL for the Analyst level
- Three to five years of experience in Data and Analytics for the Associate level
- Proficiency in Microsoft Excel, PowerPoint, and Outlook
- Experience or knowledge of data analytics tools including SQL, Excel, Tableau, and Python
- Strong analytical, problem-solving, data validation, and data reconciliation skills
- Strong written, verbal, presentation, and interpersonal communication skills
- Ability to work independently and collaboratively with multiple stakeholders
- Ability to prioritize and manage multiple tasks and initiatives
- MBA or other advanced degree
- Knowledge of Dataiku
- Financial services industry experience
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.
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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.
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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.
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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.
