Client Analytics & Reporting, AVP

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, to achieve, and grow.  A philosophy that balances personal lifestyle, perspectives, and needs is an important part of our culture.

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions.  These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust.

Responsibilities

The Client Analytics & Reporting team within the COO team of the Direct & Institutional Businesses supports a broad array of responsibilities.  You will be responsible for querying data from various applications, organizing and analyzing it to identify trends, and developing data visualizations and reports for business leaders. You will also be responsible for identifying inconsistencies in the data and thinking strategically about ways to improve data quality and reporting to support the business.

Analysis and modeling: Connect client data to business, industry, and economic performance data to generate relevant, actionable insights and provide strategic and tactical recommendations.  Perform modeling to predict business outcomes.

Transformation/Growth Mindset: Locate and define new process improvement or automation opportunities.

Cross-functional partnership: Work closely with colleagues in Analytics & Data, Finance, Sales, Product and Strategy to provide insights that drive business results.

Qualifications

• Bachelor’s degree with strong academic record
• 5+ years of relevant work experience
• Strong excel and PowerPoint skills
• Experience using data visualization reporting tools (e.g. Tableau, Dataiku, PowerBI)
• Experience building and running reports in Salesforce
• Ability to work independently and possess a strong sense of accountability and ownership
• Self-starter and quick learner, able to prioritize to manage delivery and execution of a wide range of tasks and initiatives
• Strong analytical and problem-solving skills
• Strong attention to detail, aptitude for working with numerical information
• Ability to collaborate effectively with multiple stakeholders

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.