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Workforce and Reporting, Client Segments, Analyst, Wealth Management

Yesterday Flexible / Remote

> Collaborate with SRU leadership to ensure adequate allocation of resource management across SRU lines of business. > Maintaining Workforce scheduling for employees across SRU lines of business, including schedule updates, team/management change requests, and time off updates. > Provide summarized service level agreement (SLA) metrics to departmental managers, clients, and additional stakeholders as needed. > Prepare monthly performance and activity reports for both internal and external stakeholders. > Conduct periodic data validation to ensure the accuracy, consistency, and integrity of workforce and reporting data across systems. > Respond to a wide range of ad-hoc workforce, analytics, and technology requests for SRU lines of business. > Experience with workforce management systems and/or Data Visualization programs. > Strong proficiency in Microsoft Excel, including formulas, pivot tables, and data visualization. > Experience with other Microsoft Office programs such as PowerPoint, Outlook, and Teams. > Demonstrate strong time management, resource management, and multi-tasking capability to efficiently manage multiple priorities in a demanding environment. > Excellent verbal and written communication skills to relay workforce and data results to both technical and non-technical audiences. > Strong data and analytical skills with the ability to analyze & report on large data sets, leveraging Excel and various dashboards/tools to extract and communicate actionable insights. > Experience with SQL or other data querying languages is a plus. 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. 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.

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Client-provided location(s): Flexible / Remote
Job ID: Morgan-549786399284
Employment Type: OTHER
Posted: 2025-09-16T18:35:20

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)