NNA and Transaction Flow Insights Analyst, Vice President

Ms; Purchase (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley in New York is seeking a Vice President to join the Analytics & Data organization within Wealth Management. You will lead deep analytics on Net New Assets, money movement trends, and support Fee-based flow and Path-to-Advice metrics.

You will build data flows, validate data quality, and collaborate with stakeholders across NY, Budapest and Mumbai, guiding junior team members while leveraging firm AI tools to improve processes.

Qualifications

• Bachelor’s degree in a relevant field; MBA or similar advanced degree preferred.
• Strong analytical skills with data-driven decision making.
• Experience with multiple data sources and data quality control.

Responsibilities

• Build new data flows to address high-impact business questions (NNA, FBF, P2A).
• Assist in NNA/FBF/P2A reporting across projects and stakeholders.
• Validate data accuracy and troubleshoot data inconsistencies.
• Analyze business drivers and communicate to stakeholders.
• Collaborate with cross-functional teams across the organization.
• Guide junior members across NY, Budapest and Mumbai on priorities.
• Explore efficiency by leveraging AI tools and creating standards.

Skills

SQL

Microsoft Excel

PowerPoint

Tableau

Python

Dataiku

AI tools

Analytical thinking

Communication

Team collaboration

Education

Bachelor’s degree in a relevant field

MBA or advanced degree

Tools

Tableau

Python

Dataiku

AI tools

Job description

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.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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:

Vice President role to join our Analytics & Data organization in the NNA Analytics and Insights team function which is responsible for advanced analytics related to building Net New Assets (NNA) reports and creating insights on the key drivers of NNA - the most important and visible metric for the WM business. The role will focus on deep analytics of transactional data, money movement trends, and also support advanced analytics and reporting in Fee-based flow(FBF) and Path-to-Advice flow(P2A) which are two other critical metrics.

Key Responsibilities:

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

• Build new data flows to address high-impact business questions regarding Net new asset (NNA, fee-based flows (FBF), path to advice(P2A) flows and competitor flows.
• Assist in NNA/FBF/P2A ongoing reporting across multiple projects and stakeholders.
• Validate data accuracy, reconcile data inconsistency and troubleshoot idiosyncratic scenarios for high quality deliverables
• Analyze business drivers and communicate effectively to associated stakeholders.
• Collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
• Guide junior members across the global team at NY, Budapest and Mumbai in work priority and problem solving ideas
• Explore efficiency through leveraging Firm-provided AI tools, redesign processes, and create easy to implement standards across partners

Experience:

• A minimum of 5-10 years of experience in a Data or Analytics role, preferably in the financial services industry.
• Bachelor’s degree in relevant field; MBA or other advanced degree preferred.

Required Skills:

• High proficiency in SQL, Microsoft Excel, Word, and PowerPoint. Experiences with Tableau, Python, Dataiku, and AI tools are a plus.
• Strong analytical skills with the ability to use data to drive decision-making, specifically experience in defining analytical approaches and applying a range of analytical tools to synthesize insights and develop solutions.
• Exceptional problem-solving skills, including the ability to identify key issues, gather relevant data to investigate those issues and develop actionable recommendations.
• Experience working with multiple data sources and basic understanding of data strategies.
• Experienced in data quality control and meticulous with data details.
• Excellent communication skills, including the ability to present complex information in a clear and concise manner.
• Teamwork skills – The candidate must be flexible in their work style and be able to work collaboratively with others on the team.
• Client management skills – The candidate must demonstrate the ability to closely partner with senior managers and other stakeholders on reporting needs.
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.

Registration Required:

• No

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.

Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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.