Path to Advice, Client Segments, Associate, Wealth Management

About Us

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 lifestyles, perspectives and needs is an important part of our culture.

Role Profile

• This individual will join a team of high performers with a proven record of executing on the Firm's strategy to deepen client relationships across multiple channels. Team members contribute directly to Firm flows, providing Financial Advisors with lead opportunities that generate Net New Asset growth.
• In this role, you will support the team's reporting and analytics needs, to facilitate strategic discussions with internal stakeholders and senior executives.
• As an associate in the team, (In this role?) you will contribute to the strategic discussions with internal stakeholders, help drive alignment on key decisions with partners across the firm, and assist in executing those decisions with efficiency and accuracy
• In this role, you will support the team's reporting and analytics needs, to facilitate strategic discussions with internal stakeholders and senior executives.
• The role will require a person who is capable of statistical modelling, querying data, and quantitative analysis on complex issues to drive key initiatives forward to help rapidly grow our business
• The ideal candidate will have a demonstrated record of critical thinking, performing analysis, and partnering with other stakeholders to solve complex issues
  
  

Key Responsibilities

• Lead development of centralized reporting infrastructure, to create efficiencies across multiple workstreams
• Enhance use of data visualization tools to shape organizational strategy and drive decision-making
• Conduct data analysis, querying, and statistical modelling to create analytical insights for senior management
• Support the development of strategies that help participants achieve financial goals through positioning of Morgan Stanley Wealth Management services and solutions
• Support ad-hoc technology needs internally within team and externally with stakeholders and partners
• Perform data analyses to help drive insights and conclusions, including financial modeling
• Partnering with stakeholders to evolve, integrate, and drive initiative strategy
  
  

Experience

• 3-5 years in top-tier management consulting, engineering, technology, or financial services firm
• Experience in financial services preferred, Wealth Management expertise a plus.
  
  

Skills Required

• Data analysis experience and robust quantitative skills
• Proficiency querying data (i.e., SQL or Dataiku)
• Data Visualization (i.e., Tableau and/or Power BI)
• Advanced Excel
• Preferred: Proficiency with Python and R
• Detail and results-oriented individual
• Proven ability to juggle multiple projects at the same time; comfortably managing to tight deadlines and changing priorities
• Self-starter with a passion to deliver results
• Strategic thinker with strong analytical and problem-solving skills
• Strong communication skills, including written and verbal communications
• Excellent interpersonal skills, including collaborative work style and professional maturity
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

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.