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Analyst - Chartbook & Dashboard Data (Wealth Management)

AT Morgan Stanley
Morgan Stanley

Analyst - Chartbook & Dashboard Data (Wealth Management)

Downloading Morningstar and FactSet data for Chartbook and Manager Analytics & Scoring Drafting Charts for multiple Cross Asset Strategy (PC|XS) publications Maintaining "GIO Impact" Dashboard on behalf of PC|XS and COO Drafting slides and Running "Data Series Updates" for ChartBook Assisting with marketing analytics, flipping monthly folders and documents, preparing data and "Monthly Update" publications, Running the Dynamic Allocation Framework on Wednesdays, Preparing the "Availability" file and "Dates" e-mail draft. Providing dashboard support to the Investing with Impact team, including monthly dashboard updates and data pulls for firmwide ESG reporting. 0-2 years of relevant work experience, bachelor's degree Strong Knowledge of Microsoft Word, Advanced Excel, PowerPoint and data modelling, wrangling and visualization (Tableau or BI equivalent Power BI), familiar with technologies relevant to data lakes Strong writing and oral communication skills, ability to explain complex data in simple terms. Understanding of financial markets and their key drivers Experience with market data research systems (e.g., Bloomberg, FactSet, Haver, etc.) Comfort juggling multiple priorities; strong organizational and time management skills. Ability to work effectively as a member of a team or independently. Persistence, tenacity, and drive for results, Strong attention to detail 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. 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. 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.

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Job ID: Morgan-549784067008
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)