Path to Advice, Client Segments, 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.

Role Profile:

• This individual will join a team of high performers with a proven record of executing on the Firm's strategy to deepen client relationships across multiple channels. Team members contribute directly to Firm flows, providing Financial Advisors with lead opportunities that generate Net New Asset growth.
• In this role, you will support the team's reporting and analytics needs, to facilitate strategic discussions with internal stakeholders and senior executives.
• As an associate in the team, (In this role?) you will contribute to the strategic discussions with internal stakeholders, help drive alignment on key decisions with partners across the firm, and assist in executing those decisions with efficiency and accuracy
• In this role, you will support the team's reporting and analytics needs, to facilitate strategic discussions with internal stakeholders and senior executives.
• The role will require a person who is capable of statistical modelling, querying data, and quantitative analysis on complex issues to drive key initiatives forward to help rapidly grow our business
• The ideal candidate will have a demonstrated record of critical thinking, performing analysis, and partnering with other stakeholders to solve complex issues

• Lead development of centralized reporting infrastructure, to create efficiencies across multiple workstreams
• Enhance use of data visualization tools to shape organizational strategy and drive decision-making
• Conduct data analysis, querying, and statistical modelling to create analytical insights for senior management
• Support the development of strategies that help participants achieve financial goals through positioning of Morgan Stanley Wealth Management services and solutions
• Support ad-hoc technology needs internally within team and externally with stakeholders and partners
• Perform data analyses to help drive insights and conclusions, including financial modeling
• Partnering with stakeholders to evolve, integrate, and drive initiative strategy

• 3-5 years in top-tier management consulting, engineering, technology, or financial services firm
• Experience in financial services preferred, Wealth Management expertise a plus.

• Data analysis experience and robust quantitative skills
• Proficiency querying data (i.e., SQL or Dataiku)
• Data Visualization (i.e., Tableau and/or Power BI)
• Advanced Excel
• Preferred: Proficiency with Python and R
• Detail and results-oriented individual
• Proven ability to juggle multiple projects at the same time; comfortably managing to tight deadlines and changing priorities
• Self-starter with a passion to deliver results
• Strategic thinker with strong analytical and problem-solving skills
• Strong communication skills, including written and verbal communications
• Excellent interpersonal skills, including collaborative work style and professional maturity