NNA Analytics & Insights, 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 opportunities 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. Division 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 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.

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 and analyzing competitor flows by investigating additional analytical or predictive use-cases from existing data.

Key responsibilities will include but will not be limited to the following: Assist in supporting A&D NNA reporting across multiple projects and stakeholders. Collaborate with team in Mumbai, US, 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.

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.

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