E*TRADE Analytics, Admin, Associate,Wealth Management

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 opportunity 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.

Department 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 team owns all the executive reporting, insights, and predictive modeling in support of Wealth Management business. The use of analytics and data will be a key driver in accelerating growth across client segments, enabling data-driven decision making and delivering the best client experience.

Position Summary:

We are looking for an experienced professional to join the Analytics & Data organization who will be responsible for analytics for Digital Direct and Workplace businesses. The candidate will work with data in a hands-on capacity to provide analytics, insights, and business intelligence that will help decision making and strategy. They will be responsible for owning delivery of key reports to US-based team members and leadership. The ideal candidate will display ability to work with minimal direction, curiosity about data, and the ability to determine and build timely solutions.

Key Responsibilities:

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

• Support US-based colleagues with reporting, insights generation, and process optimization/maintenance for Digital Direct and Workplace businesses. Focus areas will be performance measurement through KPI reporting, analytical deep dives, client profile analysis, segmentation, and ad hoc strategic requests
• Leverage data across disparate sources/formats to create and maintain new and innovative datasets and solutions while continuing to streamline existing processes to improve efficiency.
• Create comprehensive and consistent reporting and visualization suites to enable and enhance regular reporting and benchmark creation.
• Develop efficient analytical solutions with focus on automation for new as well as existing processes.
• Work with Data Strategy, Infrastructure, and Tech teams for continuous improvement in processes and platforms, while establishing self as the SME that they seek input from on new initiatives.

Experience:

• Bachelor’s degree in science/engineering/mathematics; MBA or other advanced degree preferred
• Associate: A minimum of 3 years of experience in Data & Analytics (overall 3-5 years), preferably in the financial services industry
• Analyst: Experience of 2-2.5 years in data programming & SQL, preferably in the financial services industry.

Required Skills:

• Strong proficiency in SQL and expertise in hands-on data analytics and sourcing data from multiple data platforms
• Proficiency with Microsoft Office tools (Excel, PowerPoint)
• Experience with data visualization tools like Tableau and understanding of the end-to-end set-up of a dashboard as well as automated process setup for regular reporting processes is desirable.
• Basic familiarity with tools/applications like Dataiku, Snowflake, Hadoop, DB2, Salesforce is a plus.
• Keen focus on accuracy and analytical rigor as well as attention to detail, given the highly visibility nature of deliverables owned by the team; ability to reproduce previously shared metrics/numbers by organizing code, processes and creating validation procedures for key projects
• Track record of working independently and solving problems creatively with a strong sense of accountability and displaying a can-do attitude
• Strong skills in oral and written communication including experience in effectively and transparently communicating with colleagues and management in a different geographic location

Registration Required:

• None

EOE M/F/D/V Committed to Diversity

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.