E*TRADE Analytics, Admin, 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.

Business Overview:

The Analytics & Data (A&D) organization is a key growth area within Morgan Stanley's Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. The team owns all the executive reporting, insights, and predictive modeling in support of Wealth Management business. The use of analytics and data will be a key driver in accelerating growth across client segments, enabling data-driven decision making and delivering the best client experience.

We are looking for an experienced professional to join the Analytics & Data organization who will be responsible for analytics for Digital Direct and Workplace businesses. The candidate will work with data in a hands-on capacity to provide analytics, insights, and business intelligence that will help decision making and strategy. They will be responsible for owning delivery of key reports to US-based team members and leadership. The ideal candidate will display ability to work with minimal direction, curiosity about data, and the ability to determine and build timely solutions.

Responsibilities:

Key responsibilities will include but will not be limited to the following:

• Support US-based colleagues with reporting, insights generation, and process optimization/maintenance for Digital Direct and Workplace businesses. Focus areas will be performance measurement through KPI reporting, analytical deep dives, client profile analysis, segmentation, and ad hoc strategic requests.
• Leverage data across disparate sources/formats to create and maintain new and innovative datasets and solutions while continuing to streamline existing processes to improve efficiency.
• Create comprehensive and consistent reporting and visualization suites to enable and enhance regular reporting and benchmark creation.
• Develop efficient analytical solutions with focus on automation for new as well as existing processes.
• Work with Data Strategy, Infrastructure, and Tech teams for continuous improvement in processes and platforms, while establishing self as the SME that they seek input from on new initiatives.

Qualifications and Experience:

• Bachelor's degree in science/engineering/mathematics; MBA or other advanced degree preferred.
• Associate: A minimum of 3 years of experience in Data & Analytics (overall 3-5 years), preferably in the financial services industry.
• Analyst: Experience of 2-2.5 years in data programming & SQL, preferably in the financial services industry.

Required Skills :

• Strong proficiency in SQL and expertise in hands-on data analytics and sourcing data from multiple data platforms.
• Proficiency with Microsoft Office tools (Excel, PowerPoint).
• Experience with data visualization tools like Tableau and understanding of the end-to-end set-up of a dashboard as well as automated process setup for regular reporting processes is desirable.
• Basic familiarity with tools/applications like Dataiku, Snowflake, Hadoop, DB2, Salesforce is a plus.
• Keen focus on accuracy and analytical rigor as well as attention to detail, given the highly visibility nature of deliverables owned by the team; ability to reproduce previously shared metrics/numbers by organizing code, processes and creating validation procedures for key projects.
• Track record of working independently and solving problems creatively with a strong sense of accountability and displaying a can-do attitude.
• Strong skills in oral and written communication including experience in effectively and transparently communicating with colleagues and management in a different geographic location.

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.

Client-provided location(s): Mumbai, India

Job ID: Morgan-549786732819

Employment Type: FULL_TIME

Posted: 2025-08-26T18:34:41