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Associate - Client Engagement Analytics - Wealth Management

AT Morgan Stanley
Morgan Stanley

Associate - Client Engagement Analytics - Wealth Management

Key responsibilities will include but will not be limited to: > Develop comprehensive analytical and reporting solutions to support Wealth Management Field strategy and business administration, including visual and self-service analytics solutions (Tableau and Dataiku), ad-hoc insights, and executive presentations > Build data flows and curated datasets to support downstream insights, measurement and KPIs for enable business decision making > Identify opportunities to streamline, scale and enrich existing curated data to reduce redundancy, increase accuracy and performance > Partner with technology teams to develop new data ingestion pipelines into the data lake and tooling for business utilization > Act as center of excellence and develop best practices for business reporting and maintain a high degree of data quality and validation procedures for all deliverables > Bachelor's degree in science/engineering/mathematics; MBA or other advanced degree preferred > A minimum of 3 years of experience in Data & Analytics (overall 3-5 years), preferably in the financial services industry > Strong proficiency in SQL, Python and expertise in hands-on data analytics and providing insights; experience in defining analytical approaches and applying a range of analytical tools to synthesize insights and develop solutions > Experience with visual analytics applications like Tableau. > Experience in data flow automation tools like Dataiku is a plus. > Knowledge of ETL processes for automating and integrating data from multiple sources into a centralized data repository like - SQL Server, Snowflake, Hadoop > Proficiency with Microsoft Office tools (Excel, PowerPoint) > Keen focus on accuracy and analytical rigor as well as attention to detail, given the highly visibility nature of deliverables > Track record of working independently and solving problems creatively, as well as the ability to debug/maintain complex codes, with a strong sense of accountability and an eye for innovation > Strong skills in oral and written communication including experience in effectively and transparently communicating with colleagues and management in a different geographic location 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-549784891128
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)