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Associate - Field Service Data Analytics (Wealth Management)
3-5 years
Mumbai
1 vacancy
Associate - Field Service Data Analytics (Wealth Management)
Morgan Stanley
posted 4d ago
Job Role Insights
Flexible timing
Key skills for the job
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 Firms global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firms 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, theres ample opportunity to move across the businesses.
Division Profile:
The Analytics & Data (A&D) organization is a key growth area within Morgan Stanleys 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:
Assistant Vice President / 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, NY/NJ, 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:
> 3-5 years of financial services related experience.
> Bachelors degree required.
> Experience in Data & Analytics a plus
* 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 Firms global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firms 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, theres ample opportunity to move across the businesses.
Division Profile:
The Analytics & Data (A&D) organization is a key growth area within Morgan Stanleys 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:
Assistant Vice President / 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, NY/NJ, 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:
> 3-5 years of financial services related experience.
> Bachelors degree required.
> Experience in Data & Analytics a plus
Required Skills:
> Ability to work independently and possess a strong sense of accountability/ownership.
> Must be a self-starter and a quick learner, able t
> Ability to work independently and possess a strong sense of accountability/ownership.
> Must be a self-starter and a quick learner, able t
Employment Type: Full Time, Permanent
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What people at Morgan Stanley are saying
Data Analytics salary at Morgan Stanley
reported by
1
employee
with 5
years exp.
₹18.9
L/yr - ₹24.1
L/yr
294%
more
than the average Data Analytics Salary in India
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What Morgan Stanley employees are saying about work life
based on 1.4k employees
Flexible timing
Monday to Friday
No travel
Day Shift
Morgan Stanley Benefits
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Morgan Stanley Mumbai Office Locations
Mumbai Office
Morgan Stanley India Co. Private Limited, 18F, Tower 2, One Indiabulls Centre 841, Senapati Bapat Marg
Mumbai
Maharashtra 400013
Maharashtra 400013
Mumbai Office
Morgan Stanley, Athena, Bldg. No. 5, Sector 30, Mindspace, Goregaon West
Mumbai
Maharashtra 400090
Maharashtra 400090
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