We are seeking a Strategy & Analytics Analyst to support Wealth Management’s enterprise data strategy and cloud modernization initiatives. The role will help advance the centralization of critical data domains onto Snowflake, support data migration and legacy decommission efforts, and improve the way analytics users discover, access, and consume trusted data.
The Analyst will partner with business stakeholders, Product Owners, Marketing Technology, Analytics & Data teams, data engineering partners, and governance stakeholders to intake data requests, document requirements, track delivery progress, and support roadmap execution. This individual will also help map data domains across legacy and cloud environments, maintain project documentation, prepare stakeholder updates, and contribute to process improvements that increase transparency, efficiency, and adoption.
The ideal candidate is an early-career professional with strong analytical, organizational, and communication skills, along with an interest in data platforms, Snowflake, product management, analytics, and enterprise transformation.
Responsibilities:
- Support Wealth Management data migration, modernization, and decommission initiatives.
- Assist with intake, documentation, and prioritization of data capability requests.
- Translate business needs into clear requirements, user stories, and delivery documentation.
- Track project milestones, risks, dependencies, issues, and stakeholder decisions.
- Help document authoritative data sources, lineage, metadata, and data quality considerations.
- Build analyses, dashboards, scorecards, and status materials to support decision-making.
- Prepare executive-ready updates, meeting materials, and roadmap summaries.
- Partner with business, technology, analytics, data engineering, and governance teams.
- Support adoption through documentation, training materials, user feedback, and communication plans.
- Identify opportunities to improve processes, automate reporting, and enable scalable analytics consumption.
Qualifications:
- 4–6 years of experience in strategy, analytics, product support, business analysis, project management, data platforms, or technology delivery.
- Strong analytical, communication, organizational, and problem-solving skills.
- Ability to document requirements and translate business needs into actionable plans.
- Familiarity with SQL, Snowflake, Tableau, Power BI, Excel, Jira preferred.
- Understanding of data governance, data quality, metadata, lineage, and cloud data platforms preferred.
- Financial services, Wealth Management, Marketing, or client data experience is a plus.
- Undergraduate Degree required
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
- 4-6 years of experience in strategy, analytics, product support, business analysis, project management, data platforms, or technology delivery.
- Undergraduate Degree
- Strong analytical, communication, organizational, and problem-solving skills.
- Ability to document requirements and translate business needs into actionable plans.
- Familiarity with SQL
- Familiarity with Snowflake
- Familiarity with Tableau
- Familiarity with Power BI
- Familiarity with Excel
- Familiarity with Jira
- Understanding of data governance, data quality, metadata, lineage, and cloud data platforms
- Financial services, Wealth Management, Marketing, or client data 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.
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