E*TRADE Analytics, Admin, Vice President, 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 can work as a player-coach. The role involves focusing on Analytics, Reporting, and providing Strategic Insights across WM Business lines e.g., Digital Direct, Workplace. The candidate will be responsible for distributing various reports to senior management and stakeholders, collaborating to build hypotheses and analyses, and providing actionable insights. The role also requires building relationships with key stakeholders and leading meetings and presentations.

This role will report to the Head of Analytics & Data Mumbai, joining a cohort of other ambitious and enthusiastic associates, driven by ideas and with a strong proclivity towards strategic analytics. We are looking for someone willing to think beyond traditional organizational structures and with a strong desire to enhance the data and deepen the analytics.

Responsibilities:

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

• Collaborate with cross-functional partners across A&D, Product, Technology and Marketing.
• Support and develop client segmentation model across all channels through curated and consolidated data from various data sources.
• Distribution of reporting on a daily, weekly, monthly basis.
• Analyze client insights to make data-driven decisions about product development and customer needs.
• Provides leadership to transformation of data into information and strategic insight that will assist leaders' decision-making relative to products, and services that impact business outcomes.
• Problem solving skills - The candidate must demonstrate the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.
• Analytical skills - The candidate must be highly analytical with experience in defining analytical approaches and applying a range of analytical tools to synthesize insights and develop solutions.
• Teamwork skills - The candidate must be flexible in their work style and be able to work collaboratively with others on the team.
• Client management skills - The candidate must demonstrate the ability to closely partner with senior managers and other stakeholders on reporting needs.
• Communications skills - The candidate must possess strong written and oral communication skills.
• High proficiency in Microsoft Excel, Word, and PowerPoint
• Manage and coach team of 4-5 business associates.

• Bachelor's degree in science/engineering/mathematics; MBA or other advanced degree preferred.
• A minimum of 5 years of experience in Data & Analytics (overall 9-13 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 will be critical.
• Familiarity with tools/applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce, and Tableau is a plus.
• 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 owned by the team.
• 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.
• Excellent oral and written communication skills, including the ability to present complex information in a clear and concise manner to audiences of various backgrounds/seniority; 2+ years in a client-facing position preferred.
• Ability to work in a collaborative, transparent style within the team and with cross-functional stakeholders across the organization.