NNA Analytics and Insights – Analyst​/Associate

Morgan Stanley 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.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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…