Business Intelligence Analytics

Contribute to building a Business Intelligence center of excellence that drives analytical insights across multiple functions supporting the firm's growth strategy. Help stand up new initiatives and derive insights that generate Net New Asset growth. Collaborate with teams across business units and geographic regions to drive strategic projects and operational improvements. The role will be Field facing, requiring close partnership with Financial Advisors on performance metrics and integration of their feedback. Provide data-driven insights and recommendations, with opportunities to learn from and coach other team members depending on experience level. Manage and enhance Path to Advice's reporting infrastructure, including the creation, maintenance, and optimization of data visualization tools (e.g., Tableau, PowerBI, Dataiku). Analyze large data sets to identify trends, patterns, and opportunities for business growth and present pertinent insights and recommendations to stakeholders in concise and effective presentations. Contribute to the continuous improvement of analytical processes and performance benchmarking; optimize the operations of our lead distribution process. Shape the narrative of the Firm's Path to Advice strategy by providing direction and analytical support for external and internal deliverables. Work across multiple lines of business and operation departments to improve opportunities sent to Financial Advisors. Support test & learn campaigns, including analyzing performance data and identifying optimization opportunities. Participate in discussions with senior management and support delivery of conclusions derived from projects to advise on real-time issues as well as longer-term strategic efforts. Bachelor's degree in related field (e.g., Computer Science, Statistics, Business Analytics); MBA a plus 3+ years in top-tier management consulting, technology, or financial services firm Relevant experience in management consulting, technology, or financial services; experience in financial services or Wealth Management preferred Strategic thinker with strong analytical and problem-solving skills; robust financial modeling skills a plus Excellent interpersonal skills, including collaborative work style and leadership presence; ability to influence others and earn trust of peers and senior management across an organization Project management skills, including ability to juggle multiple projects simultaneously and comfort with changing or tight deadlines Strong written and verbal communication skills, with an ability to break down complex ideas into clear, concise concepts; experience in developing C-level presentations a plus Detail and results-oriented individual Strong team player, high energy, and motivated by a fast-paced environment Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint) Proficiency in SQL, Python, and at least one BI visualization tool (VBA, Dataiku, Tableau) Ability to communicate technical concepts to non-technical stakeholders Ability to work in a collaborative, transparent style with cross-functional stakeholders across the organization to lead and deliver business results 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. 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. 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 $70,000 and $135,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.