Tailored Lending COO Support, U.S Banks, 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.

Position Summary:

We are seeking a high potential Reporting and Analytics Associate to support and collaborate with the US based UHNW Lending Business and COO Team in managing our Ultra High New Worth ("UHNW") lending portfolio serving UHNW clients (generally clients with a minimum net worth of at least $50 million). TL transactions include primarily collateralized custom lending solutions, available in the form of both revolving lines of credit and term loans, that can be structured as demand or committed forms of financing.

• Manipulating large data sets to extract and report on portfolio analyses and business trends on a periodic basis (daily, weekly, monthly, quarterly)
• Developing business related reports, presentations and management decks for various audiences including Product Areas, COO Team, BU Management, Risk and Compliance
• Producing monthly Portfolio reporting materials for 1LOD/2LOD senior management meeting, including covenant monitoring and annual reviews
• Assisting with quarterly Comprehensive Capital Analysis and Review (CCAR) regulatory reporting submission, which is critical to the Firm's use and governance of capital under economic stress.
• Partnering with analytics peers within US Banks and Wealth Management researching new technologies and automation tools to elevate business performance
• Assist with various ad-hoc daily, monthly and quarterly business reporting activities
• Maintaining policies and procedures for all Reporting and Analytics responsibilities

• 3-5 years of experience in a similar role in the industry is required
• Bachelor's degree or equivalent experience
• 1-3 years prior banking, lending, finance, reporting, and/or business management relevant experience is preferred
• Detail orientation with strong analytical, critical-thinking, and problem-solving skills
• Proficient MS Office Suite including Excel (Macro experience preferred), PowerPoint, Word, Outlook, etc
• Experience with AI Applications & Dataiku platforms is a plus
• Strong organization and time-management skills, with ability to multi-task and efficiently complete assignments within tight deadlines
• Comfortable with manipulating large datasets and telling the "story"
• Strong written and oral communication skills
• Ability to collaborate with many levels and functional areas within and outside the organization
• Power BI is preferred