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. Morgan Stanley is an equal opportunity employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. 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.

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 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.

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.

Strong proficiency in SQL and expertise in hands-on data analytics and sourcing data from multiple data platforms Proficiency with Microsoft Office