Analytics & Insights Analyst – NNA Forecasting

Morgan Stanley; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley seeks an analytics professional to join the NNA Analytics and Insights team in Wealth Management. You will support NNA reporting, forecasting, and insights across Private Markets opportunities, collaborating with teams in the US, Mumbai and Budapest to deliver daily to quarterly reports.

The role requires 2–5 years in data and analytics, strong SQL, Excel, Tableau, Python, and Dataiku skills, and a bachelor’s degree in a science/engineering/mathematics field. MBA is a plus.

Qualifications

• Bachelor’s degree in science/engineering/mathematics; MBA or other advanced degree preferred.
• Analyst: 2–2.5 years in data programming and SQL.
• Associate: 3–5 years in Data & Analytics, preferably in financial services.

Responsibilities

• Distribute senior management reports across multiple projects and stakeholders.
• Consolidate and streamline NNA reporting with cross‑team collaboration.
• Analyze data to identify key trends and forecast NNA for WM business.
• Validate data using diverse sources and methodologies for accuracy.
• Provide reporting support and collaborate with US, Mumbai, and Budapest teams.

Skills

SQL

Excel

Tableau

Python

Dataiku

PowerPoint

Outlook

Analytical skills

Data validation

Education

Bachelor’s degree in science/engineering/mathematics

MBA or other advanced degree preferred

Tools

MS Excel

Tableau

Job description

Morgan Stanley seeks an analytics professional to join the NNA Analytics and Insights team in Wealth Management. You will support NNA reporting, forecasting, and insights across Private Markets opportunities, collaborating with teams in the US, Mumbai and Budapest to deliver daily to quarterly reports.

The role requires 2–5 years in data and analytics, strong SQL, Excel, Tableau, Python, and Dataiku skills, and a bachelor’s degree in a science/engineering/mathematics field. MBA is a plus.