NNA Analytics & Insights, Associate/Analyst, WM Admin

Morgan Stanley; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Morgan Stanley’s Analytics Data team in the NNA Analytics and Insights group seeks an Analyst/Associate to support NNA reporting, forecasting, and insights on key drivers of NNA—the WM business's most visible metric. You will disseminate reports to senior management across Mumbai, US, and Budapest, validate data, identify trends, and develop actionable recommendations while collaborating with global teams.

The role demands strong analytical skills and proficiency in SQL, Excel, and data

Qualifications

• Bachelor's degree in science/engineering/mathematics; MBA or other advanced degree preferred.
• Analyst: 2–2.5 years in data programming SQL, preferably in financial services.
• Associate: 3+ years in Data Analytics, preferably in financial services.

Responsibilities

• Assist in supporting AD NNA reporting across multiple projects and stakeholders.
• Collaborate with teams in Mumbai, US, and Budapest to distribute senior management reports on daily/weekly/monthly/quarterly basis.
• Identify key issues by gathering data and developing actionable recommendations.
• Analyze data to identify trends; perform data reconciliation, comparison and benchmarking.
• Validate data across sources and methodologies to ensure output accuracy.
• Work collaboratively with teammates and provide reporting support as needed.

Skills

Independent work

Ownership

Self-starter

Learning agility

Communication

Presentation

Interpersonal skills

Team collaboration

Analytical thinking

Numerical accuracy

Attention to detail

Education

Bachelor's degree in science/engineering/mathematics

MBA or advanced degree preferred

Tools

SQL

Excel

Tableau

Python

Dataiku

Job description

Position Summary

Analyst / Associate role to join our Analytics Data organization in the NNA Analytics and Insights team function which is responsible for Net New Assets (NNA) reporting, forecasting and insights on the key drivers of NNA - the most important and visible metric for the WM business.

The candidate will be responsible for the ongoing distribution of multiple various reports to senior management and stakeholders, engaging teams across the organization to help with consolidating and streamlining NNA reporting. Additionally, you will help with determining insights on NNA forecasting and analyzing competitor flows by investigating additional analytical or predictive use-cases from existing data.

Key Responsibilities

• Assist in supporting AD NNA reporting across multiple projects and stakeholders.
• Collaborate with team in Mumbai, US, and Budapest to distribute a suite of senior management reports to be produced on daily, weekly, monthly, and quarterly basis.
• Problem solving skills - ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.
• Analytical skills - Analyze data to identify key trends, proficient in data reconciliation, comparison and benchmarking.
• Data validation skills - Be able to leverage different data sources and methodologies to verify accuracy of output.
• Teamwork skills - The candidate must be flexible in their work style and be able to work collaboratively with others on the team.
• Provide reporting support as needed.

Experience

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

Required Skills

• Ability to work independently and possess a strong sense of accountability/ownership.
• Must be a self-starter and a quick learner, able to prioritize and delegate effectively to manage delivery/execution of a wide range of tasks and initiatives.
• Strong written, verbal, presentation, and interpersonal skills
• Proficient in MS Excel, PowerPoint Outlook
• Experience or knowledge in data analytics toolsets such as: SQL, Excel, Tableau, Python, Dataiku (nice to have)
• Ability to work in a team environment and partner with multiple individuals across various groups.
• Strong analytical and problem-solving skills.
• Strong attention to detail, aptitude for working with numerical information.
• Experience and strong aptitude in using different data environments.
• Demonstrated effectiveness with both oral and written communication.
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.