VP, NNA Analytics & Insights — Data-Driven Growth

711 MS Smith Barney, LLC; Town/Village of Harrison (NY); On-site; USD 115,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking a Vice President in the Analytics & Data organization to join the NNA Analytics and Insights team. You will develop data-driven insights on Net New Assets and related metrics, leveraging SQL, Python, and visualization tools to deliver impactful analyses across Wealth Management.

The role focuses on deep analytics of transactional data, money movement trends, and supporting KPI reporting for NNA, FBF, and P2A flows with collaboration across NY, Budapest, and Mumbai teams.

Qualifications

• 5-10 years of experience in Data or Analytics, preferably financial services.
• Bachelor’s degree in relevant field; MBA or advanced degree preferred.
• Strong SQL, Excel, and data visualization skills required.

Responsibilities

• Build new data flows addressing high-impact questions on NNA, FBF, P2A and competitor flows.
• Assist in NNA/FBF/P2A ongoing reporting across multiple projects and stakeholders.
• Validate data accuracy, reconcile inconsistencies and troubleshoot scenarios for high-quality deliverables.
• Analyze business drivers and communicate findings to stakeholders.
• Collaborate with cross-functional teams and global partners; guide junior members.
• Explore efficiency through AI tools and process redesigns; establish reusable standards.

Skills

SQL

Excel

Word

PowerPoint

Tableau

Python

Dataiku

AI tools

Analytical skills

Problem solving

Data sources

Data quality

Communication

Teamwork

Client management

Education

Bachelor's degree

MBA preferred

Tools

Tableau

Dataiku

Job description

Morgan Stanley is seeking a Vice President in the Analytics & Data organization to join the NNA Analytics and Insights team. You will develop data-driven insights on Net New Assets and related metrics, leveraging SQL, Python, and visualization tools to deliver impactful analyses across Wealth Management.

The role focuses on deep analytics of transactional data, money movement trends, and supporting KPI reporting for NNA, FBF, and P2A flows with collaboration across NY, Budapest, and Mumbai teams.