NNA Analytics & Insights, Associate/Analyst, WM Admin, Wealth Management

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

Job summary

Morgan Stanley India is seeking an Analyst/Associate to join the Analytics & Data (A&D) organization in the NNA Analytics and Insights team. This role focuses on the ongoing distribution of NNA reports to senior management and stakeholders across Mumbai, US, and Budapest, helping with forecasting and insights on key NNA drivers.

You will work with multiple teams to consolidate and streamline reporting while exploring predictive use-cases from existing data.

Qualifications

• Bachelor’s degree in science/engineering/mathematics or related field.
• MBA or other advanced degree preferred.
• 2–2.5 years in data programming & SQL for Analyst level; 3+ years in Data & Analytics for Associate level.

Responsibilities

• Assist in supporting A&D NNA reporting across multiple projects and stakeholders.
• Collaborate with teams in Mumbai, US, and Budapest to distribute senior management reports on daily, weekly, monthly, and quarterly bases.
• Identify key issues, gather data, and develop actionable recommendations for forecasting and insights on NNA.
• Analyze data to identify key trends and benchmark performance across regions.
• Validate data from multiple sources to ensure output accuracy and reliability.

Skills

Data analysis

SQL

Excel

Tableau

Python

Dataiku

Education

Bachelor’s degree in science/engineering/mathematics

MBA or other advanced degree

Tools

MS Excel

PowerPoint

Outlook

Dataiku

Job description

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

Morgan Stanley is an equal opportunities employer. 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.

Division Profile:

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 use of analytics and data will be a key driver in accelerating growth across all client segments, enabling data-driven decision making and delivering the best client experience.

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:

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

• Assist in supporting A&D 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.